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California Water Service

186 hedge funds and large institutions have $1.22B invested in California Water Service in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more call options, than puts

Call options by funds: $935K | Put options by funds: $182K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

32% more capital invested

Capital invested by funds: $925M → $1.22B (+$295M)

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

20% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 56

0.97% more ownership

Funds ownership: 72.79%73.76% (+0.97%)

1% less funds holding

Funds holding: 187186 (-1)

Holders
186
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
4.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
23
Increased
67
Reduced
56
Closed
19
Calls
$935K
Puts
$182K
Net Calls
+$753K
Net Calls Change
+$419K

CWT Hedge Fund Activity: Q2 2016 in Review

186 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in California Water Service (CWT) for Q2 2016, worth a combined $1.22B — up 32% from $925M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CWT positions and 19 closed out — a net gain of 4 holders — while 67 added to existing stakes and 56 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $49.2M. The largest seller was Baillie Gifford & Co, cutting an estimated $18.3M.

  • 186 institutional investors held California Water Service (CWT) as of Q2 2016, down from 187 in Q1 2016.
  • Funds reported $1.22B of California Water Service stock for Q2 2016, up 32% quarter-over-quarter.
  • 23 funds opened new California Water Service positions in Q2 2016 and 19 closed out, a net change of +4 holders.
  • The largest California Water Service buyer in Q2 2016 was T. Rowe Price Associates, an estimated $49.2M added.
  • The largest California Water Service seller in Q2 2016 was Baillie Gifford & Co, an estimated $18.3M sold.

Based on aggregated 13F filings for Q2 2016.