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California Water Service
CWT

Overview Fund Activity

249 hedge funds and large institutions have $1.81B invested in California Water Service in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 81 increasing their positions, 84 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
-14
Holders Change %
-5.32%
% of All Funds
5.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
81
Reduced
84
Closed
38
Calls
$1.37M
Puts
$669K
Net Calls
+$704K
Net Calls Change
+$833K

Top Buyers

1
GIP
Granite Investment Partners
California
$14.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$8.91M
3
Federated Hermes
Federated Hermes
Pennsylvania
$4.58M
4
State Street
State Street
Massachusetts
$201M
5
Lazard Asset Management
Lazard Asset Management
New York
$3.85M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$13.9M
2
Invesco
Invesco
Georgia
$61.9M
3
BlackRock
BlackRock
New York
$376M
4
NI
Nuance Investments
Missouri
$13M
5
SBH
Segall Bryant & Hamill
Illinois
$1.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPA
151
Old Port Advisors
Maine
$300K +$15.1K +300 +5%
SO
152
STRS Ohio
Ohio
$296K +$201K +4,000 +211%
Baird Financial Group
153
Baird Financial Group
Wisconsin
$292K +$26.8K +532 +10%
HighTower Advisors
154
HighTower Advisors
Illinois
$286K +$25.5K +505 +10%
GIA
155
GHP Investment Advisors
Colorado
$283K +$353 +7 +0.1%
NFG
156
Nations Financial Group
Iowa
$279K -$101 -2 -0%
MFG
157
Magnus Financial Group
New York
$275K +$39.6K +788 +17%
EMG
158
ETF Managers Group
New Jersey
$266K +$27.2K +520 +11%
II
159
Inspire Investing
Idaho
$262K +$63.5K +1,263 +32%
LPL Financial
160
LPL Financial
California
$259K -$83.4K -1,656 -24%
DekaBank Deutsche Girozentrale
161
DekaBank Deutsche Girozentrale
Germany
$258K – – –
RHBC
162
R.H. Bluestein & Co
Michigan
$252K -$50.4K -1,000 -17%
EA
163
Elm Advisors
California
$252K -$15.1K -300 -6%
WSC
164
Wellington Shields & Co
New York
$252K – – –
CGH
165
Crossmark Global Holdings
Texas
$240K +$1.51K +30 +0.6%
AW
166
ACG Wealth
Georgia
$238K +$238K +4,737 New
NPPM
167
North Point Portfolio Managers
Ohio
$237K – – –
ATC
168
Argent Trust Co
Tennessee
$235K -$16.3K -323 -6%
PAM
169
Panagora Asset Management
Massachusetts
$229K +$229K +4,553 New
GWM
170
Geneos Wealth Management
Colorado
$225K +$2.1K +44 +0.9%
Zurich Cantonal Bank
171
Zurich Cantonal Bank
Switzerland
$221K +$87.4K +1,740 +65%
Cambridge Investment Research Advisors
172
Cambridge Investment Research Advisors
Iowa
$213K +$213K +4,226 New
AIP
173
Ameritas Investment Partners
Nebraska
$212K – – –
BCM
174
BTR Capital Management
California
$211K – – –
SCM
175
Symons Capital Management
Pennsylvania
$207K +$207K +4,119 New
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