CWT icon

California Water Service
CWT

Overview Fund Activity

282 hedge funds and large institutions have $2.51B invested in California Water Service in 2023 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 85 increasing their positions, 105 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+12
Holders Change %
+4.44%
% of All Funds
4.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
42
Increased
85
Reduced
105
Closed
27
Calls
$161K
Puts
$88K
Net Calls
+$73K
Net Calls Change
+$659K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$76.9M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$151M
3
Zurich Cantonal Bank
3
Zurich Cantonal Bank
Switzerland
$9.54M
4
Victory Capital Management
4
Victory Capital Management
Texas
$14.4M
5
Jane Street
5
Jane Street
New York
$4.53M

Top Sellers

1
Invesco
1
Invesco
Georgia
$45.4M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$1.31M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$361M
4
SG Americas Securities
4
SG Americas Securities
New York
$964K
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$8.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
151
Corient Private Wealth
Florida
$480K -$4.57K -88 -0.9%
CFD
152
Creative Financial Designs
Indiana
$463K +$69.1K +1,332 +18%
LCM
153
Legato Capital Management
California
$458K – – –
EI
154
Ethic Inc
New York
$456K +$57.1K +1,101 +14%
Public Employees Retirement Association of Colorado
155
Public Employees Retirement Association of Colorado
Colorado
$425K -$57.9K -1,118 -12%
Cerity Partners
156
Cerity Partners
New York
$411K +$191K +3,691 +87%
BC
157
Blackhill Capital
New Jersey
$394K – – –
SDIC
158
South Dakota Investment Council
South Dakota
$380K – – –
Allianz Asset Management
159
Allianz Asset Management
Germany
$379K -$991K -19,100 -72%
CWA
160
Canvas Wealth Advisors
Kansas
$378K -$115K -2,353 -23%
Lido Advisors
161
Lido Advisors
California
$378K +$378K +7,284 New
Truist Financial
162
Truist Financial
North Carolina
$375K -$25.9K -499 -6%
TPWA
163
TRUE Private Wealth Advisors
Oregon
$373K – – –
CCM
164
Cullen Capital Management
New York
$363K +$90.5K +1,745 +33%
KWA
165
Kingswood Wealth Advisors
California
$359K +$359K +6,925 New
IWC
166
Integrated Wealth Concepts
Massachusetts
$356K +$356K +6,854 New
ACM
167
Aquatic Capital Management
Illinois
$348K +$348K +6,700 New
JCM
168
Jacobi Capital Management
Pennsylvania
$346K +$4.25K +82 +1%
Cambridge Investment Research Advisors
169
Cambridge Investment Research Advisors
Iowa
$344K +$93.2K +1,798 +37%
HCM
170
Hutchinson Capital Management
California
$343K – – –
WA
171
Wealth Architects
California
$342K +$934 +18 +0.3%
PI
172
PFG Investments
New York
$336K +$104 +2 +0%
QC
173
Quadrature Capital
United Kingdom
$331K -$65.3K -1,258 -17%
Fidelity Investments
174
Fidelity Investments
Massachusetts
$328K +$93.9K +1,811 +40%
CAN
175
Cetera Advisor Networks
California
$326K +$10.2K +196 +3%
5 6
7
8 9