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California Water Service
CWT

Overview Fund Activity

220 hedge funds and large institutions have $1.53B invested in California Water Service in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 56 increasing their positions, 65 reducing their positions, and 14 closing their positions.

Holders
220
Holders Change
+30
Holders Change %
+15.79%
% of All Funds
5%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
44
Increased
56
Reduced
65
Closed
14
Calls
$816K
Puts
$181K
Net Calls
+$635K
Net Calls Change
+$257K

Top Buyers

1
BlackRock
1
BlackRock
New York
$289M
2
Millennium Management
2
Millennium Management
New York
$13M
3
Invesco
3
Invesco
Georgia
$24.3M
4
BCM
4
BlueCrest Capital Management
Jersey
$5.22M
5
MWNA
5
Marshall Wace North America
New York
$4.88M

Top Sellers

1
NI
1
Nuance Investments
Missouri
$4.26M
2
IAMU
2
Impax Asset Management (UK)
United Kingdom
$79M
3
VFA
3
Virtus Fund Advisers
Connecticut
$20.9M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$81.4M
5
Bank of America
5
Bank of America
North Carolina
$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
201
American Portfolios Advisors
New York
$13.6K +$13.6K +300 New
First Manhattan
202
First Manhattan
New York
$13K -$44 -1 -0.3%
BWM
203
Baystate Wealth Management
Massachusetts
$13K – – –
GT
204
Glenmede Trust
Pennsylvania
$12K – – –
CIBC Private Wealth Group
205
CIBC Private Wealth Group
Georgia
$10K +$10K +218 New
PA
206
Parallel Advisors
California
$9K – – –
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$9K +$183 +4 +2%
TL
208
TrueWealth LLC
Georgia
$7K +$7K +150 New
RWA
209
Ropes Wealth Advisors
Massachusetts
$5K – – –
QCG
210
Quadrant Capital Group
Ohio
$5K – – –
GI
211
Gradient Investments
Minnesota
$5K +$5K +100 New
MOS
212
MGO One Seven
Ohio
$5K +$5K +110 New
PFGIA
213
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
RIA
214
RPG Investment Advisory
California
$3K – – –
WAM
215
Wealthspire Advisors (Maryland)
Maryland
$3K +$2.64K +65 +722%
EWM
216
Evercore Wealth Management
New York
$2K -$1.56K -35 -44%
TWA
217
TCI Wealth Advisors
Arizona
$2K – – –
CTC
218
Central Trust Company
Missouri
$2K – – –
PFBT
219
Parkside Financial Bank & Trust
Missouri
$1K – – –
AssetMark Inc
220
AssetMark Inc
California
$1K +$1K +16 New
NFA
221
Nationwide Fund Advisors
Ohio
– -$1.02M -26,679 Closed
KTA
222
Keeley-Teton Advisors
Illinois
– -$704K -18,460 Closed
CPP
223
Crow Point Partners
Massachusetts
– -$493K -13,031 Closed
GCP
224
GSA Capital Partners
United Kingdom
– -$481K -12,596 Closed
N
225
Natixis
France
– -$260K -6,804 Closed
6 7 8
9
10