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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
+$5.82M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$4.58M
4
State Street
State Street
Massachusetts
+$3.9M
5
Lazard Asset Management
Lazard Asset Management
New York
+$3.83M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$21.2M
2
Invesco
Invesco
Georgia
-$13.1M
3
BlackRock
BlackRock
New York
-$10.6M
4
NI
Nuance Investments
Missouri
-$7.29M
5
SBH
Segall Bryant & Hamill
Illinois
-$6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
176
Steward Partners Investment Advisory
New York
$201K – – –
SPC
177
Stewart & Patten Company
California
$201K – – –
ST
178
Smithfield Trust
Pennsylvania
$201K – – –
DIM
179
Delta Investment Management
California
$201K – – –
WT
180
Whittier Trust
California
$201K – – –
SCM
181
Shelton Capital Management
Colorado
$200K -$16.5K -328 -8%
Fidelity Investments
182
Fidelity Investments
Massachusetts
$195K -$9.31K -185 -5%
VanEck Associates
183
VanEck Associates
New York
$180K -$19.9K -394 -10%
AIS
184
Accurate Investment Solutions
Pennsylvania
$150K +$351 +7 +0.2%
VI
185
Vestcor Inc
New Brunswick, Canada
$140K -$19.4K -387 -12%
QI
186
QS Investors
New York
$131K – – –
KLWA
187
Kelly Lawrence W & Associates
California
$126K -$25.2K -500 -17%
SCA
188
Stonebridge Capital Advisors
Minnesota
$123K – – –
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$113K +$113K +2,514 New
MOACM
190
Mutual of America Capital Management
New York
$105K +$17.8K +353 +20%
CFD
191
Creative Financial Designs
Indiana
$98K +$98K +1,940 New
ETI
192
Enterprise Trust & Investment
California
$96K -$15.2K -300 -14%
ST
193
Sageworth Trust
Pennsylvania
$96K – – –
AF
194
Advisornet Financial
Minnesota
$94K +$2.46K +49 +3%
FC
195
FORA Capital
Florida
$93K +$93K +1,849 New
JGIA
196
Jackson Grant Investment Advisers
Connecticut
$84K +$303 +6 +0.4%
FHA
197
Flagship Harbor Advisors
Massachusetts
$82K +$3.55K +71 +5%
AAM
198
Advisors Asset Management
Colorado
$78K +$8.45K +167 +12%
NICM
199
Neo Ivy Capital Management
New York
$77K +$77K +1,532 New
HFS
200
Hantz Financial Services
Michigan
$74K +$74K +1,467 New
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