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California Water Service
CWT

Overview Fund Activity

298 hedge funds and large institutions have $2.34B invested in California Water Service in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 86 increasing their positions, 104 reducing their positions, and 28 closing their positions.

Holders
298
Holders Change
+23
Holders Change %
+8.36%
% of All Funds
4.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
56
Increased
86
Reduced
104
Closed
28
Calls
$441K
Puts
$126K
Net Calls
+$315K
Net Calls Change
+$269K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$81.7M
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$23.2M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$6.82M
4
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$7.01M
5
LFAS
5
Level Four Advisory Services
Texas
$3.99M

Top Sellers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$0
2
BlackRock
2
BlackRock
New York
$500M
3
NI
3
Nuance Investments
Missouri
$130M
4
State Street
4
State Street
Massachusetts
$152M
5
ZP
5
Zimmer Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Lido Advisors
201
Lido Advisors
California
$258K 5,330 -272 -5%
Wealth Enhancement Advisory Services
202
Wealth Enhancement Advisory Services
Minnesota
$257K 5,306 +5,306 New
VF
203
Virtu Financial
New York
$254K 5,233 +5,233 New
PD
204
Point72 (DIFC)
United Arab Emirates
$246K 5,073 +5,073 New
WSC
205
Wellington Shields & Co
New York
$242K 5,000 – –
MWM
206
Mission Wealth Management
California
$241K 4,968 – –
CGH
207
Crossmark Global Holdings
Texas
$236K 4,868 -192 -4%
EI
208
Ethic Inc
New York
$234K 4,828 -310 -6%
ABLA
209
Alan B. Lancz & Associates
Ohio
$233K 4,800 +4,800 New
CL
210
Choreo LLC
Illinois
$231K 4,785 +4,785 New
Osaic Holdings
211
Osaic Holdings
Arizona
$225K 4,640 -19,496 -81%
KC
212
Kepos Capital
New York
$225K 4,644 -178 -4%
Baird Financial Group
213
Baird Financial Group
Wisconsin
$225K 4,636 – –
GT
214
Glenmede Trust
Pennsylvania
$225K 4,636 +4,636 New
Verition Fund Management
215
Verition Fund Management
Connecticut
$224K 4,616 +4,616 New
PF
216
Phoenix Financial
Israel
$215K 4,458 +73 +2%
GCP
217
GSA Capital Partners
United Kingdom
$215K 4,427 +4,427 New
Cambridge Investment Research Advisors
218
Cambridge Investment Research Advisors
Iowa
$206K 4,246 +4,246 New
SPIA
219
Steward Partners Investment Advisory
New York
$183K 3,779 -385 -9%
QCG
220
Quadrant Capital Group
Ohio
$167K 3,437 +1,103 +47%
EC
221
EntryPoint Capital
New York
$150K 3,089 +3,089 New
GRP
222
Global Retirement Partners
California
$141K 2,910 – –
RIL
223
Rothschild Investment LLC
Illinois
$127K 2,624 +20 +0.8%
GIA
224
GHP Investment Advisors
Colorado
$109K 2,248 – –
OAM
225
Ostrum Asset Management
France
$101K 2,080 +518 +33%
7 8
9
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