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California Water Service
CWT

Overview Fund Activity

248 hedge funds and large institutions have $2.22B invested in California Water Service in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 97 increasing their positions, 78 reducing their positions, and 24 closing their positions.

Holders
248
Holders Change
-9
Holders Change %
-3.5%
% of All Funds
4.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
97
Reduced
78
Closed
24
Calls
$55K
Puts
$645K
Net Calls
-$590K
Net Calls Change
-$651K

Top Buyers

1
State Street
1
State Street
Massachusetts
$219M
2
BlackRock
2
BlackRock
New York
$498M
3
Invesco
3
Invesco
Georgia
$71.6M
4
NI
4
Nuance Investments
Missouri
$57M
5
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$97.2M

Top Sellers

1
California Public Employees Retirement System
1
California Public Employees Retirement System
California
$1.57M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$70.7M
3
Norges Bank
3
Norges Bank
Norway
$24.3M
4
ProShare Advisors
4
ProShare Advisors
Maryland
$10.8M
5
MSL
5
Mackay Shields LLC
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
151
Mission Wealth Management
California
$309K 5,568 -400 -7%
OPA
152
Old Port Advisors
Maine
$303K 5,223 -125 -2%
CFD
153
Creative Financial Designs
Indiana
$279K 5,018 +114 +2%
RHBC
154
R.H. Bluestein & Co
Michigan
$278K 5,000 -100 -2%
WSC
155
Wellington Shields & Co
New York
$278K 5,000 – –
DekaBank Deutsche Girozentrale
156
DekaBank Deutsche Girozentrale
Germany
$272K 5,000 – –
AW
157
ACG Wealth
Georgia
$269K 4,840 +20 +0.4%
GWM
158
Geneos Wealth Management
Colorado
$268K 4,736 +6 +0.1%
SPC
159
Stewart & Patten Company
California
$265K 4,765 +765 +19%
JPMPWA
160
J.P. Morgan Private Wealth Advisors
California
$261K 4,694 -336 -7%
NPPM
161
North Point Portfolio Managers
Ohio
$261K 4,708 – –
Lazard Asset Management
162
Lazard Asset Management
New York
$259K 4,678 -108 -2%
CGH
163
Crossmark Global Holdings
Texas
$256K 4,610 -140 -3%
Baird Financial Group
164
Baird Financial Group
Wisconsin
$252K 4,530 +1 +0%
ACM
165
AlphaCrest Capital Management
New York
$250K 4,500 +4,500 New
Jane Street
166
Jane Street
New York
$249K 4,482 -2,464 -35%
SAM
167
Shell Asset Management
Netherlands
$245K 4,410 +230 +6%
US Bancorp
168
US Bancorp
Minnesota
$240K 4,313 +1,024 +31%
SCA
169
Stonebridge Capital Advisors
Minnesota
$238K 4,250 +2,125 +100%
BCM
170
BTR Capital Management
California
$233K 4,200 – –
GIA
171
GHP Investment Advisors
Colorado
$230K 4,137 -844 -17%
D.E. Shaw & Co
172
D.E. Shaw & Co
New York
$227K 4,093 -1,204 -23%
SICM
173
Sustainable Insight Capital Management
New York
$227K 4,094 +4,094 New
SPIA
174
Steward Partners Investment Advisory
New York
$225K 4,054 +13 +0.3%
EA
175
Elm Advisors
California
$224K 4,032 – –
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7
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