California Water Service
299 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, 105 reducing their positions, and 28 closing their positions.
250% more call options, than puts
Call options by funds: $441K | Put options by funds: $126K
100% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 28
8% more funds holding
Funds holding: 276 → 299 (+23)
3% more capital invested
Capital invested by funds: $2.27B → $2.34B (+$74.2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.96% less ownership
Funds ownership: 84.69% → 83.73% (-0.96%)
18% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 105
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$46.7M |
| 2 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$14.7M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$6.84M |
| 4 |
New York State Common Retirement Fund
Albany,
New York
|
+$4.29M |
| 5 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$3.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Impax Asset Management Group
London,
United Kingdom
|
-$40M |
| 2 |
BlackRock
New York
|
-$20.2M |
| 3 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$16.4M |
| 4 |
State Street
Boston,
Massachusetts
|
-$15.8M |
| 5 |
ZP
Zimmer Partners
New York
|
-$7.96M |
CWT Hedge Fund Activity: Q2 2024 in Review
299 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in California Water Service (CWT) for Q2 2024, worth a combined $2.34B — up 3.3% from $2.27B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new CWT positions and 28 closed out — a net gain of 28 holders — while 86 added to existing stakes and 105 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $46.7M. The largest seller was Impax Asset Management Group, exiting entirely with an estimated $40M sold.
- 299 institutional investors held California Water Service (CWT) as of Q2 2024, up from 276 in Q1 2024.
- Funds reported $2.34B of California Water Service stock for Q2 2024, up 3.3% quarter-over-quarter.
- 56 funds opened new California Water Service positions in Q2 2024 and 28 closed out, a net change of +28 holders.
- The largest California Water Service buyer in Q2 2024 was First Trust Advisors, an estimated $46.7M added.
- The largest California Water Service seller in Q2 2024 was Impax Asset Management Group, an estimated $40M sold.
Based on aggregated 13F filings for Q2 2024.