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California Water Service
CWT

Overview Fund Activity

306 hedge funds and large institutions have $2.99B invested in California Water Service in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 101 increasing their positions, 88 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+41
Holders Change %
+15.47%
% of All Funds
4.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
64
Increased
101
Reduced
88
Closed
21
Calls
$1.02M
Puts
$259K
Net Calls
+$761K
Net Calls Change
+$1.23M

Top Buyers

1
BlackRock
1
BlackRock
New York
$680M
2
Amundi
2
Amundi
France
$34.2M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$449M
4
CS
4
Credit Suisse
Switzerland
$13M
5
Goldman Sachs
5
Goldman Sachs
New York
$16.2M

Top Sellers

1
NI
1
Nuance Investments
Missouri
$50.5M
2
State Street
2
State Street
Massachusetts
$287M
3
SBH
3
Segall Bryant & Hamill
Illinois
$0
4
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$131M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$49.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
201
Argent Trust Co
Tennessee
$287K – – –
WT
202
Whittier Trust
California
$287K – – –
DIM
203
Delta Investment Management
California
$287K – – –
SPC
204
Stewart & Patten Company
California
$287K – – –
Cerity Partners
205
Cerity Partners
New York
$279K +$279K +3,825 New
BFO
206
Boston Family Office
Massachusetts
$278K – – –
VPIM
207
Vanguard Personalized Indexing Management
California
$277K +$277K +3,849 New
CCB
208
Cutter & Co Brokerage
Missouri
$272K – – –
CIBC Asset Management
209
CIBC Asset Management
Ontario, Canada
$266K -$934 -13 -0.4%
EM
210
ELCO Management
New York
$266K +$266K +3,703 New
AF
211
Allworth Financial
California
$260K +$144 +2 +0.1%
Aberdeen Group
212
Aberdeen Group
United Kingdom
$258K -$11.3K -158 -4%
GC
213
Guggenheim Capital
Illinois
$256K +$256K +3,561 New
DTL
214
Dynamic Technology Lab
Singapore
$251K +$251K +3,490 New
JAM
215
Jupiter Asset Management
United Kingdom
$251K +$251K +3,515 New
SWA
216
Stratos Wealth Advisors
Ohio
$248K +$3.16K +44 +1%
RCM
217
RB Capital Management
Nevada
$246K +$431 +6 +0.2%
SWM
218
SeaCrest Wealth Management
New York
$241K +$241K +3,348 New
SCM
219
Shelton Capital Management
Colorado
$237K +$237K +3,304 New
SCM
220
Schnieders Capital Management
California
$235K +$235K +3,267 New
SEI Investments
221
SEI Investments
Pennsylvania
$228K +$228K +3,175 New
FTDI
222
First Trust Direct Indexing
Massachusetts
$227K +$227K +3,163 New
Franklin Resources
223
Franklin Resources
California
$224K +$224K +3,114 New
Fidelity Investments
224
Fidelity Investments
Massachusetts
$219K +$120K +1,669 +121%
D.E. Shaw & Co
225
D.E. Shaw & Co
New York
$218K +$218K +3,036 New
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9
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