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 %
VPIM
176
Vanguard Personalized Indexing Management
California
$324K +$103K +1,985 +47%
MMPW
177
Mitchell McLeod Pugh & Williams
Alabama
$311K – – –
ABLA
178
Alan B. Lancz & Associates
Ohio
$311K – – –
AIP
179
Ameritas Investment Partners
Nebraska
$311K +$9.86K +190 +3%
NYLIM
180
New York Life Investment Management
New York
$310K -$7.16K -138 -2%
AIM
181
Aigen Investment Management
New York
$287K -$154K -2,975 -35%
State of Wisconsin Investment Board
182
State of Wisconsin Investment Board
Wisconsin
$284K -$33K -636 -10%
US Bancorp
183
US Bancorp
Minnesota
$267K +$49.6K +957 +23%
WSC
184
Wellington Shields & Co
New York
$259K – – –
MWM
185
Mission Wealth Management
California
$258K -$8.66K -167 -3%
KC
186
Kepos Capital
New York
$257K +$32.2K +621 +14%
AWM
187
AE Wealth Management
Kansas
$251K +$5.04K +111 +2%
CGH
188
Crossmark Global Holdings
Texas
$247K -$1.86K -36 -0.7%
Daiwa Securities Group
189
Daiwa Securities Group
Japan
$242K +$25K +481 +12%
Baird Financial Group
190
Baird Financial Group
Wisconsin
$240K -$11.6K -224 -5%
CSS
191
Cubist Systematic Strategies
Connecticut
$232K +$232K +4,474 New
SC
192
Sonen Capital
California
$231K +$231K +4,451 New
SPIA
193
Steward Partners Investment Advisory
New York
$215K +$519 +10 +0.2%
Cetera Investment Advisers
194
Cetera Investment Advisers
Illinois
$214K +$214K +4,135 New
CIBC Asset Management
195
CIBC Asset Management
Ontario, Canada
$213K +$213K +4,111 New
AI
196
Atom Investors
Texas
$212K +$212K +4,092 New
Neuberger Berman Group
197
Neuberger Berman Group
New York
$208K +$208K +4,016 New
DIM
198
Delta Investment Management
California
$207K +$207K +4,000 New
SPC
199
Stewart & Patten Company
California
$207K +$207K +4,000 New
OPA
200
Old Port Advisors
Maine
$203K +$203K +3,909 New
6 7
8
9 10