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California Water Service
CWT

254 hedge funds and large institutions have $2.27B invested in California Water Service in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 93 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more capital invested

Capital invested by funds: $1.63B → $2.27B (+$635M)

35% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 69

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

2% more funds holding

Funds holding: 248 → 254 (+6)

1.71% more ownership

Funds ownership: 75.9% → 77.61% (+1.7%)

94% less call options, than puts

Call options by funds: $16K | Put options by funds: $249K

Holders
254
Holders Change
+6
Holders Change %
+2.42%
% of All Funds
4.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
93
Reduced
69
Closed
26
Calls
$16K
Puts
$249K
Net Calls
-$233K
Net Calls Change
+$31K

Top Buyers

1
BlackRock
BlackRock
New York
+$33.6M
2
State Street
State Street
Massachusetts
+$14.1M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$6.64M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$5.85M
5
NI
Nuance Investments
Missouri
+$5.52M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$8.58M
2
ZIM
Zacks Investment Management
Illinois
-$6.36M
3
Bank of America
Bank of America
North Carolina
-$4.93M
4
Goldman Sachs
Goldman Sachs
New York
-$2.67M
5
N
Nuveen
North Carolina
-$2.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$446M +$33.6M +682,877 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$310M +$5.85M +118,676 +2%
KBC Group
3
KBC Group
Belgium
$220M +$495K +10,050 +1%
State Street
4
State Street
Massachusetts
$204M +$14.1M +286,521 +8%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$126M +$2.94M +59,612 +3%
PAMU
6
Pictet Asset Management (UK)
United Kingdom
$88.3M -$1.25M -25,412 -2%
Impax Asset Management Group
7
Impax Asset Management Group
United Kingdom
$83M +$2.78M +56,382 +4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$75.7M -$1.02M -20,720 -1%
Invesco
9
Invesco
Georgia
$64M +$2.27M +46,084 +4%
NI
10
Nuance Investments
Missouri
$55.5M +$5.52M +112,103 +12%
Northern Trust
11
Northern Trust
Illinois
$43.8M -$482K -9,792 -1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$40.9M +$6.64M +134,775 +22%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$40.7M +$2.55M +51,786 +7%
Norges Bank
14
Norges Bank
Norway
$29.1M +$333K +6,752 +1%
Legal & General Group
15
Legal & General Group
United Kingdom
$23.6M -$637K -12,940 -3%
Charles Schwab
16
Charles Schwab
California
$21.4M +$282K +5,722 +1%
Principal Financial Group
17
Principal Financial Group
Iowa
$20.2M -$95.5K -1,938 -0.5%
N
18
Nuveen
North Carolina
$20.2M -$2.65M -53,702 -13%
Ameriprise
19
Ameriprise
Minnesota
$16.9M +$96.5K +1,960 +0.6%
Morgan Stanley
20
Morgan Stanley
New York
$15.8M +$204K +4,136 +1%
SBH
21
Segall Bryant & Hamill
Illinois
$15.8M +$1.55M +31,519 +12%
GIP
22
Granite Investment Partners
California
$15.6M -$64.7K -1,314 -0.5%
PCA
23
Personal Capital Advisors
California
$14.5M +$559K +11,341 +4%
First Trust Advisors
24
First Trust Advisors
Illinois
$14M +$583K +11,837 +5%
ProShare Advisors
25
ProShare Advisors
Maryland
$10.7M +$831K +16,869 +9%
1
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CWT Hedge Fund Activity: Q4 2020 in Review

254 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in California Water Service (CWT) for Q4 2020, worth a combined $2.27B — up 39% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CWT positions and 26 closed out — a net gain of 7 holders — while 93 added to existing stakes and 69 trimmed.

The largest buyer was BlackRock, adding an estimated $33.6M. The largest seller was Renaissance Technologies, cutting an estimated $8.58M.

  • 254 institutional investors held California Water Service (CWT) as of Q4 2020, up from 248 in Q3 2020.
  • Funds reported $2.27B of California Water Service stock for Q4 2020, up 39% quarter-over-quarter.
  • 33 funds opened new California Water Service positions in Q4 2020 and 26 closed out, a net change of +7 holders.
  • The largest California Water Service buyer in Q4 2020 was BlackRock, an estimated $33.6M added.
  • The largest California Water Service seller in Q4 2020 was Renaissance Technologies, an estimated $8.58M sold.

Based on aggregated 13F filings for Q4 2020.