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California Water Service
CWT

Overview Fund Activity

319 hedge funds and large institutions have $2.59B invested in California Water Service in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 101 increasing their positions, 105 reducing their positions, and 29 closing their positions.

Holders
319
Holders Change
+21
Holders Change %
+7.05%
% of All Funds
4.62%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
53
Increased
101
Reduced
105
Closed
29
Calls
$228K
Puts
$227K
Net Calls
+$1K
Net Calls Change
-$314K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$20.3M
2
Amundi
2
Amundi
France
$117M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$13.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$399M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$180M

Top Sellers

1
NI
1
Nuance Investments
Missouri
$88.6M
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$14.5M
3
GIP
3
Granite Investment Partners
California
$0
4
RJA
4
Raymond James & Associates
Florida
$3.03M
5
Invesco
5
Invesco
Georgia
$47.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
201
Canvas Wealth Advisors
Kansas
$309K -$325K -5,988 -51%
CL
202
Choreo LLC
Illinois
$292K +$34.9K +649 +14%
US Bancorp
203
US Bancorp
Minnesota
$289K -$54.2K -1,000 -16%
GT
204
Glenmede Trust
Pennsylvania
$273K +$21.1K +390 +8%
WSC
205
Wellington Shields & Co
New York
$271K – – –
BA
206
Bristlecone Advisors
Washington
$271K -$277K -5,117 -51%
MWM
207
Mission Wealth Management
California
$269K – – –
CGH
208
Crossmark Global Holdings
Texas
$262K -$1.63K -30 -0.6%
ABLA
209
Alan B. Lancz & Associates
Ohio
$260K – – –
BHCM
210
Brevan Howard Capital Management
Jersey
$259K -$300K -5,530 -54%
Baird Financial Group
211
Baird Financial Group
Wisconsin
$255K +$3.15K +58 +1%
Cambridge Investment Research Advisors
212
Cambridge Investment Research Advisors
Iowa
$245K +$14.8K +272 +6%
FTDI
213
First Trust Direct Indexing
Massachusetts
$241K +$241K +4,441 New
EI
214
Ethic Inc
New York
$239K +$14.4K +310 +6%
YIH
215
Y-Intercept (HK)
Hong Kong
$239K -$130K -2,400 -35%
PMAM
216
Penn Mutual Asset Management
Pennsylvania
$239K +$239K +4,400 New
AIM
217
Aigen Investment Management
New York
$227K +$227K +4,194 New
CIBC Asset Management
218
CIBC Asset Management
Ontario, Canada
$219K +$219K +4,039 New
VPIM
219
Vanguard Personalized Indexing Management
California
$219K +$219K +4,035 New
DIM
220
Delta Investment Management
California
$217K +$217K +4,000 New
PF
221
Phoenix Financial
Israel
$216K -$26.3K -484 -11%
Mackenzie Financial
222
Mackenzie Financial
Ontario, Canada
$214K +$214K +3,938 New
BFO
223
Boston Family Office
Massachusetts
$210K +$210K +3,865 New
SPIA
224
Steward Partners Investment Advisory
New York
$205K +$542 +10 +0.3%
X
225
Xponance
Pennsylvania
$204K +$204K +3,755 New
7 8
9
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