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California Water Service
CWT

312 hedge funds and large institutions have $2.51B invested in California Water Service in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 114 increasing their positions, 94 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 94

20% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 35

1% more funds holding

Funds holding: 308 → 312 (+4)

0.48% less ownership

Funds ownership: 79.26% → 78.78% (-0.48%)

16% less capital invested

Capital invested by funds: $2.99B → $2.51B (-$486M)

Holders
312
Holders Change
+4
Holders Change %
+1.3%
% of All Funds
4.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
42
Increased
114
Reduced
94
Closed
35
Calls
$266K
Puts
–
Net Calls
+$266K
Net Calls Change
-$495K

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$14.1M
2
Millennium Management
Millennium Management
New York
+$10.8M
3
Amundi
Amundi
France
+$8.19M
4
Morgan Stanley
Morgan Stanley
New York
+$7.88M
5
EVM
Eaton Vance Management
Massachusetts
+$7.48M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$10.2M
2
NI
Nuance Investments
Missouri
-$9M
3
CS
Credit Suisse
Switzerland
-$7.72M
4
Goldman Sachs
Goldman Sachs
New York
-$6.76M
5
Marshall Wace
Marshall Wace
United Kingdom
-$2.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
201
Freedom Investment Management
Connecticut
$283K -$279K -4,626 -49%
Baird Financial Group
202
Baird Financial Group
Wisconsin
$283K – – –
OPA
203
Old Port Advisors
Maine
$281K – – –
NPPM
204
North Point Portfolio Managers
Ohio
$279K – – –
GWM
205
Geneos Wealth Management
Colorado
$279K +$482 +8 +0.2%
AWS
206
Atria Wealth Solutions
New York
$269K +$274K +4,540 New
CAN
207
Cetera Advisor Networks
California
$258K +$84.4K +1,401 +47%
MM
208
MQS Management
New York
$252K +$256K +4,244 New
BCM
209
BTR Capital Management
California
$249K – – –
SPIA
210
Steward Partners Investment Advisory
New York
$242K +$844 +14 +0.3%
NIMI
211
Natixis Investment Managers International
France
$239K +$115K +1,908 +89%
AIP
212
Ameritas Investment Partners
Nebraska
$238K – – –
ST
213
Smithfield Trust
Pennsylvania
$238K – – –
SCF
214
Sante Capital Fund
Texas
$238K +$242K +4,019 New
ATC
215
Argent Trust Co
Tennessee
$237K – – –
DIM
216
Delta Investment Management
California
$237K – – –
SPC
217
Stewart & Patten Company
California
$237K – – –
WT
218
Whittier Trust
California
$237K – – –
Fidelity Investments
219
Fidelity Investments
Massachusetts
$233K +$54K +896 +29%
PF
220
Phoenix Financial
Israel
$232K -$34.5K -573 -13%
SICM
221
Sustainable Insight Capital Management
New York
$231K -$29.3K -486 -11%
KC
222
Kepos Capital
New York
$231K +$82.4K +1,367 +54%
BFO
223
Boston Family Office
Massachusetts
$229K – – –
GAM
224
Gotham Asset Management
New York
$222K +$226K +3,748 New
SAM
225
Shell Asset Management
Netherlands
$219K -$31.7K -526 -12%
7 8
9
10 11

CWT Hedge Fund Activity: Q1 2022 in Review

312 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in California Water Service (CWT) for Q1 2022, worth a combined $2.51B — down 16% from $2.99B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new CWT positions and 35 closed out — a net gain of 7 holders — while 114 added to existing stakes and 94 trimmed.

The largest buyer was State Street, adding an estimated $14.1M. The largest seller was BlackRock, cutting an estimated $10.2M.

  • 312 institutional investors held California Water Service (CWT) as of Q1 2022, up from 308 in Q4 2021.
  • Funds reported $2.51B of California Water Service stock for Q1 2022, down 16% quarter-over-quarter.
  • 42 funds opened new California Water Service positions in Q1 2022 and 35 closed out, a net change of +7 holders.
  • The largest California Water Service buyer in Q1 2022 was State Street, an estimated $14.1M added.
  • The largest California Water Service seller in Q1 2022 was BlackRock, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2022.