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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
$8.91M
3
Federated Hermes
Federated Hermes
Pennsylvania
$4.58M
4
State Street
State Street
Massachusetts
$201M
5
Lazard Asset Management
Lazard Asset Management
New York
$3.85M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$13.9M
2
Invesco
Invesco
Georgia
$61.9M
3
BlackRock
BlackRock
New York
$376M
4
NI
Nuance Investments
Missouri
$13M
5
SBH
Segall Bryant & Hamill
Illinois
$1.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
201
HM Payson & Co
Maine
$73K – – –
LIA
202
LS Investment Advisors
Michigan
$70K – – –
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$67K – – –
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$67K +$654 +13 +1%
Ohio Public Employees Retirement System (OPERS)
205
Ohio Public Employees Retirement System (OPERS)
Ohio
$65K – – –
SF
206
Synovus Financial
Georgia
$61K +$1.2K +24 +2%
MCA
207
Mercer Capital Advisers
New Jersey
$50K – – –
PFBT
208
Parkside Financial Bank & Trust
Missouri
$47K -$6.8K -133 -13%
QT
209
Quantbot Technologies
New York
$41K +$41K +819 New
PB
210
Pinnacle Bancorp
Nebraska
$40K – – –
PA
211
Parallel Advisors
California
$33K -$10.1K -200 -23%
FCA
212
FinTrust Capital Advisors
South Carolina
$33K +$33K +659 New
MAM
213
Meeder Asset Management
Ohio
$32K -$46.5K -909 -59%
OPS
214
Orion Portfolio Solutions
Nebraska
$32K -$153 -3 -0.5%
SWA
215
Sutton Wealth Advisors
Florida
$31.5K -$4.08K -81 -11%
CTC
216
Central Trust Company
Missouri
$31K – – –
IA
217
IFP Advisors
Florida
$29K – – –
GT
218
Glenmede Trust
Pennsylvania
$28K – – –
WT
219
Washington Trust
Rhode Island
$20K +$20K +400 New
ASN
220
Advisory Services Network
Georgia
$18K -$2.42K -49 -12%
VCM
221
Versant Capital Management
Arizona
$17K +$3.01K +61 +21%
BWM
222
Baystate Wealth Management
Massachusetts
$15K +$51 +1 +0.3%
PCG
223
Private Capital Group
Connecticut
$12K -$6.51K -134 -35%
First Manhattan
224
First Manhattan
New York
$11K – – –
MRCM
225
M&R Capital Management
New Jersey
$10K – – –
7 8
9
10 11