CWT — CALIFORNIA WTR SVC GROUP
Reported value held$1.55B
Funds holding (latest)41
SectorUtilities
Funds holding (Q2 2026)33
Institutional value$1.22B · 25.09M sh
New / Add / Cut / Exit1 / 18 / 10 / 3
Top-5 / Top-10 concentration72.2% / 87.7%
Institutional holdings change
Accumulating +4.4%
(+1.06M sh)
Institutional value change
Up +12.0%
As of Q2 2026, 33 SEC-registered investment managers reported holding CWT (CALIFORNIA WTR SVC GROUP) in their latest 13F filings, with a combined reported value of $1.22B across 25.09M shares. That is +4.4% by share count (+1.06M shares) versus the previous quarter, while reported value moved +12.0%. Ownership is concentrated: the five largest holders account for 72.2% of reported value and the top ten for 87.7%.
Compared with the prior quarter, 1 opened new positions, 18 added to existing stakes, 10 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
CWT is classified in the Utilities sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 10.76M | $523.25M | 0.01% | Add |
| Amundi US history | 3.49M | $169.74M | 0.04% | Hold |
| Geode Capital Management history | 1.56M | $75.68M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.28M | $62.34M | 0.00% | Reduce |
| Invesco Ltd history | 974.77K | $47.42M | 0.00% | Reduce |
| Morgan Stanley history | 948.11K | $46.13M | 0.00% | Reduce |
| Legal & General Investment Management America history | 807.51K | $39.29M | 0.01% | Add |
| Charles Schwab Investment Management history | 725.29K | $35.29M | 0.01% | Hold |
| Northern Trust Corp history | 708.76K | $34.48M | 0.00% | Add |
| AQR Capital Management history | 681.79K | $33.17M | 0.01% | Add |
| BNY Mellon history | 527.08K | $25.64M | 0.00% | Add |
| Arrowstreet Capital history | 365.46K | $17.78M | 0.01% | Add |
| Principal Global Investors history | 289.29K | $14.07M | 0.01% | Hold |
| PSP Investments history | 205.65K | $10.00M | 0.03% | Reduce |
| Goldman Sachs Group history | 197.12K | $9.59M | 0.00% | Reduce |
| Citadel Advisors history | 196.39K | $9.55M | 0.00% | Add |
| D. E. Shaw & Co history | 192.51K | $9.37M | 0.01% | Add |
| UBS Group AG history | 172.66K | $8.40M | 0.00% | Reduce |
| Renaissance Technologies history | 144.20K | $7.02M | 0.01% | Add |
| JPMorgan Chase & Co history | 135.51K | $6.76M | 0.00% | New |
| Bank of America Corp history | 133.75K | $6.51M | 0.00% | Add |
| Millennium Management history | 110.35K | $5.37M | 0.00% | Add |
| Deutsche Bank AG history | 88.73K | $4.32M | 0.00% | Reduce |
| Wells Fargo & Co history | 83.46K | $4.06M | 0.00% | Add |
| Franklin Resources history | 68.22K | $3.32M | 0.00% | Add |
| Prudential Financial history | 62.26K | $3.03M | 0.00% | Add |
| Citigroup Inc history | 35.11K | $1.71M | 0.00% | Add |
| Manulife Financial history | 28.93K | $1.41M | 0.00% | Add |
| Two Sigma Investments history | 8.61K | $418.83K | 0.00% | Reduce |
| CPP Investments history | 6.90K | $335.69K | 0.00% | Reduce |
| Lazard Asset Management history | 5.63K | $273.90K | 0.00% | Hold |
| PNC Financial Services history | 5.26K | $255.90K | 0.00% | Reduce |
| T. Rowe Price Associates history | 97.92K | $4.76K | 0.00% | Add |
Q1 2026 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 10.31M | $467.39M | 0.01% | Reduce |
| Amundi US history | 3.47M | $157.42M | 0.04% | Add |
| Geode Capital Management history | 1.48M | $66.91M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.39M | $63.02M | 0.00% | Reduce |
| Morgan Stanley history | 1.12M | $50.72M | 0.00% | Add |
| Invesco Ltd history | 1.00M | $45.44M | 0.01% | Add |
| Legal & General Investment Management America history | 777.54K | $35.25M | 0.01% | Add |
| Charles Schwab Investment Management history | 728.46K | $33.03M | 0.01% | Add |
| Northern Trust Corp history | 637.30K | $28.90M | 0.00% | Add |
| BNY Mellon history | 506.70K | $22.97M | 0.00% | Hold |
| Principal Global Investors history | 289.62K | $13.13M | 0.01% | Add |
| Goldman Sachs Group history | 283.98K | $12.88M | 0.00% | Add |
| Arrowstreet Capital history | 257.97K | $11.70M | 0.01% | Add |
| Marshall Wace history | 256.77K | $11.64M | 0.01% | New |
| PSP Investments history | 213.17K | $9.66M | 0.03% | Add |
| UBS Group AG history | 185.83K | $8.43M | 0.00% | Reduce |
| AQR Capital Management history | 169.73K | $7.70M | 0.00% | Add |
| Bank of America Corp history | 121.90K | $5.53M | 0.00% | Add |
| Renaissance Technologies history | 100.40K | $4.55M | 0.01% | Reduce |
| Deutsche Bank AG history | 95.42K | $4.33M | 0.00% | Add |
| D. E. Shaw & Co history | 82.79K | $3.75M | 0.00% | Add |
| Two Sigma Investments history | 76.98K | $3.49M | 0.00% | Add |
| Franklin Resources history | 67.57K | $3.06M | 0.00% | Add |
| Prudential Financial history | 61.55K | $2.79M | 0.00% | Reduce |
| Millennium Management history | 61.28K | $2.78M | 0.00% | Reduce |
| Wells Fargo & Co history | 52.81K | $2.39M | 0.00% | Reduce |
| Citadel Advisors history | 34.70K | $1.57M | 0.00% | Reduce |
| CPP Investments history | 32.70K | $1.48M | 0.00% | Hold |
| Manulife Financial history | 26.38K | $1.20M | 0.00% | Reduce |
| Janus Henderson Group history | 25.87K | $1.17M | 0.00% | Hold |
| Citigroup Inc history | 13.85K | $627.91K | 0.00% | Reduce |
| Bridgewater Associates history | 5.77K | $261.66K | 0.00% | New |
| Lazard Asset Management history | 5.63K | $255.26K | 0.00% | New |
| PNC Financial Services history | 5.39K | $244.47K | 0.00% | Add |
| T. Rowe Price Associates history | 83.41K | $3.78K | 0.00% | Add |
Q4 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 10.68M | $462.82M | 0.01% | Add |
| Vanguard Group history | 7.35M | $318.32M | 0.01% | Hold |
| Amundi US history | 2.74M | $118.63M | 0.04% | Add |
| Fidelity Management & Research (FMR) history | 1.80M | $77.83M | 0.00% | Add |
| Geode Capital Management history | 1.42M | $61.58M | 0.00% | Hold |
| Invesco Ltd history | 954.23K | $41.35M | 0.01% | Add |
| Morgan Stanley history | 767.03K | $33.24M | 0.00% | Reduce |
| Legal & General Investment Management America history | 763.85K | $33.10M | 0.01% | Hold |
| Charles Schwab Investment Management history | 710.67K | $30.79M | 0.01% | Reduce |
| Northern Trust Corp history | 611.55K | $26.50M | 0.00% | Reduce |
| BNY Mellon history | 504.84K | $21.87M | 0.00% | Reduce |
| Principal Global Investors history | 284.02K | $12.31M | 0.01% | Reduce |
| Goldman Sachs Group history | 226.29K | $9.81M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 225.89K | $9.79M | 0.00% | Reduce |
| UBS Group AG history | 214.28K | $9.28M | 0.00% | Reduce |
| PSP Investments history | 206.20K | $8.93M | 0.03% | Reduce |
| Citadel Advisors history | 172.73K | $7.48M | 0.00% | Add |
| Renaissance Technologies history | 111.90K | $4.85M | 0.01% | Reduce |
| Bank of America Corp history | 99.07K | $4.29M | 0.00% | Reduce |
| Wells Fargo & Co history | 98.60K | $4.27M | 0.00% | Add |
| Millennium Management history | 90.16K | $3.91M | 0.00% | Reduce |
| Deutsche Bank AG history | 86.99K | $3.77M | 0.00% | Add |
| Prudential Financial history | 69.83K | $3.04M | 0.00% | Reduce |
| D. E. Shaw & Co history | 66.19K | $2.87M | 0.00% | Add |
| AQR Capital Management history | 61.14K | $2.65M | 0.00% | Reduce |
| Citigroup Inc history | 52.05K | $2.26M | 0.00% | Add |
| Franklin Resources history | 50.39K | $2.18M | 0.00% | Add |
| Arrowstreet Capital history | 49.91K | $2.16M | 0.00% | Reduce |
| Point72 Asset Management history | 40.19K | $1.74M | 0.00% | New |
| CPP Investments history | 32.70K | $1.42M | 0.00% | Add |
| Manulife Financial history | 27.31K | $1.18M | 0.00% | Reduce |
| Balyasny Asset Management history | 26.76K | $1.16M | 0.00% | Hold |
| Janus Henderson Group history | 25.87K | $1.12M | 0.00% | Hold |
| Two Sigma Investments history | 23.08K | $999.88K | 0.00% | Add |
| Norges Bank Investment Management history | 22.11K | $958.20K | 0.00% | Reduce |
| PNC Financial Services history | 4.94K | $214.09K | 0.00% | Reduce |
| T. Rowe Price Associates history | 74.38K | $3.22K | 0.00% | Reduce |
Q3 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 10.45M | $479.47M | 0.01% | Add |
| Vanguard Group history | 7.31M | $335.56M | 0.01% | Reduce |
| Amundi US history | 2.28M | $104.32M | 0.03% | Add |
| Geode Capital Management history | 1.42M | $65.00M | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 1.40M | $64.39M | 0.00% | Add |
| Invesco Ltd history | 897.06K | $41.17M | 0.01% | Reduce |
| Morgan Stanley history | 802.12K | $36.81M | 0.00% | Reduce |
| Legal & General Investment Management America history | 760.26K | $34.89M | 0.01% | Add |
| Charles Schwab Investment Management history | 718.55K | $32.97M | 0.01% | Reduce |
| Northern Trust Corp history | 655.25K | $30.07M | 0.00% | Reduce |
| BNY Mellon history | 568.80K | $26.10M | 0.01% | Reduce |
| Millennium Management history | 368.07K | $16.89M | 0.01% | Add |
| Renaissance Technologies history | 301.12K | $13.82M | 0.02% | Add |
| Principal Global Investors history | 287.70K | $13.20M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 277.25K | $12.72M | 0.00% | Add |
| Goldman Sachs Group history | 259.99K | $11.93M | 0.00% | Add |
| UBS Group AG history | 240.11K | $11.02M | 0.00% | Add |
| PSP Investments history | 232.43K | $10.67M | 0.04% | Add |
| Bank of America Corp history | 149.51K | $6.86M | 0.00% | Reduce |
| AQR Capital Management history | 114.15K | $5.24M | 0.00% | Add |
| Deutsche Bank AG history | 83.98K | $3.85M | 0.00% | Add |
| Prudential Financial history | 83.34K | $3.82M | 0.01% | Reduce |
| Wells Fargo & Co history | 79.47K | $3.65M | 0.00% | Add |
| Arrowstreet Capital history | 57.17K | $2.62M | 0.00% | Reduce |
| Citigroup Inc history | 47.91K | $2.20M | 0.00% | Reduce |
| Franklin Resources history | 46.43K | $2.13M | 0.00% | Add |
| D. E. Shaw & Co history | 36.36K | $1.67M | 0.00% | Add |
| Manulife Financial history | 29.02K | $1.33M | 0.00% | Reduce |
| Balyasny Asset Management history | 26.62K | $1.22M | 0.00% | New |
| Janus Henderson Group history | 25.87K | $1.19M | 0.00% | Add |
| CPP Investments history | 25.80K | $1.18M | 0.00% | Hold |
| Two Sigma Investments history | 20.38K | $935.05K | 0.00% | Add |
| Citadel Advisors history | 13.89K | $637.27K | 0.00% | Reduce |
| PNC Financial Services history | 5.14K | $235.69K | 0.00% | Add |
| T. Rowe Price Associates history | 151.40K | $6.95K | 0.00% | Add |
Q2 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 10.37M | $471.59M | 0.01% | Reduce |
| Vanguard Group history | 7.38M | $335.48M | 0.01% | Hold |
| Amundi US history | 1.91M | $91.39M | 0.03% | Add |
| Geode Capital Management history | 1.42M | $64.46M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 1.05M | $47.87M | 0.00% | Add |
| Invesco Ltd history | 920.72K | $41.87M | 0.01% | Reduce |
| Morgan Stanley history | 859.50K | $39.09M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 727.32K | $33.08M | 0.01% | Add |
| Northern Trust Corp history | 713.38K | $32.44M | 0.00% | Reduce |
| Legal & General Investment Management America history | 706.37K | $32.13M | 0.01% | Add |
| Norges Bank Investment Management history | 676.29K | $30.76M | 0.00% | Reduce |
| BNY Mellon history | 597.81K | $27.19M | 0.01% | Reduce |
| Principal Global Investors history | 295.38K | $13.43M | 0.01% | Hold |
| Renaissance Technologies history | 281.00K | $12.78M | 0.02% | Add |
| JPMorgan Chase & Co history | 241.62K | $10.99M | 0.00% | Reduce |
| Goldman Sachs Group history | 227.19K | $10.33M | 0.00% | Reduce |
| PSP Investments history | 203.13K | $9.24M | 0.04% | Add |
| UBS Group AG history | 171.19K | $7.79M | 0.00% | Add |
| Bank of America Corp history | 162.63K | $7.40M | 0.00% | Add |
| Prudential Financial history | 90.62K | $4.12M | 0.01% | Add |
| Arrowstreet Capital history | 78.18K | $3.56M | 0.00% | Add |
| Deutsche Bank AG history | 76.92K | $3.50M | 0.00% | Reduce |
| AQR Capital Management history | 73.59K | $3.35M | 0.00% | Reduce |
| Wells Fargo & Co history | 71.81K | $3.27M | 0.00% | Add |
| Citigroup Inc history | 62.10K | $2.82M | 0.00% | Reduce |
| Citadel Advisors history | 61.96K | $2.82M | 0.00% | Add |
| Manulife Financial history | 30.89K | $1.40M | 0.00% | Reduce |
| CPP Investments history | 25.80K | $1.17M | 0.00% | New |
| Franklin Resources history | 24.67K | $1.12M | 0.00% | Reduce |
| Janus Henderson Group history | 23.30K | $1.06M | 0.00% | Reduce |
| Two Sigma Investments history | 7.48K | $340.01K | 0.00% | New |
| Millennium Management history | 6.74K | $306.31K | 0.00% | New |
| D. E. Shaw & Co history | 6.15K | $279.52K | 0.00% | Add |
| PNC Financial Services history | 5.09K | $231.31K | 0.00% | Reduce |
| T. Rowe Price Associates history | 148.15K | $6.74K | 0.00% | Add |
Q1 2025 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 10.98M | $532.21M | 0.01% | Reduce |
| Vanguard Group history | 7.38M | $357.80M | 0.01% | Reduce |
| Amundi US history | 1.89M | $92.17M | 0.03% | Reduce |
| Geode Capital Management history | 1.40M | $68.00M | 0.01% | Add |
| Invesco Ltd history | 985.14K | $47.74M | 0.01% | Add |
| Northern Trust Corp history | 972.48K | $47.13M | 0.01% | Reduce |
| Morgan Stanley history | 945.35K | $45.81M | 0.00% | Add |
| Charles Schwab Investment Management history | 715.65K | $34.68M | 0.01% | Reduce |
| Legal & General Investment Management America history | 661.21K | $32.04M | 0.01% | Add |
| BNY Mellon history | 602.89K | $29.22M | 0.01% | Reduce |
| Goldman Sachs Group history | 453.82K | $21.99M | 0.00% | Reduce |
| Principal Global Investors history | 296.38K | $14.36M | 0.01% | Add |
| JPMorgan Chase & Co history | 257.15K | $12.46M | 0.00% | Reduce |
| Renaissance Technologies history | 205.40K | $9.95M | 0.01% | Add |
| PSP Investments history | 188.60K | $9.14M | 0.04% | Add |
| UBS Group AG history | 121.50K | $5.89M | 0.00% | Reduce |
| AQR Capital Management history | 114.98K | $5.57M | 0.01% | Add |
| Deutsche Bank AG history | 113.07K | $5.48M | 0.00% | Reduce |
| Bank of America Corp history | 110.87K | $5.37M | 0.00% | Add |
| Citigroup Inc history | 87.49K | $4.24M | 0.00% | Add |
| Prudential Financial history | 84.83K | $4.11M | 0.01% | Reduce |
| Wells Fargo & Co history | 66.79K | $3.24M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 64.49K | $3.12M | 0.00% | Add |
| Marshall Wace history | 62.51K | $3.03M | 0.00% | Add |
| Citadel Advisors history | 47.16K | $2.29M | 0.00% | Reduce |
| Manulife Financial history | 32.81K | $1.59M | 0.00% | Add |
| Janus Henderson Group history | 28.60K | $1.38M | 0.00% | Hold |
| Arrowstreet Capital history | 28.01K | $1.36M | 0.00% | New |
| Franklin Resources history | 26.27K | $1.27M | 0.00% | Reduce |
| PNC Financial Services history | 7.08K | $342.85K | 0.00% | Add |
| D. E. Shaw & Co history | 4.89K | $237.21K | 0.00% | Reduce |
| T. Rowe Price Associates history | 58.31K | $2.83K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 135.51K sh · $6.76M
Fully Exited (vs previous quarter)
- Marshall Wace sold 256.77K sh · $11.64M
- Janus Henderson Group sold 25.87K sh · $1.17M
- Bridgewater Associates sold 5.77K sh · $261.66K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 10.76M | 10.31M | 10.68M | 10.45M | 10.37M | 10.98M | 11.17M | 10.43M | — | — | — | — | — | — | — | — | — | — | — | — |
| Amundi US | 3.49M | 3.47M | 2.74M | 2.28M | 1.91M | 1.89M | 1.91M | 2.17M | 1.86M | 1.99M | 1.65M | 1.61M | 1.36M | 1.14M | 1.14M | 843.59K | 776.32K | 612.59K | 476.68K | — |
| Geode Capital Management | 1.56M | 1.48M | 1.42M | 1.42M | 1.42M | 1.40M | 1.36M | 1.34M | 1.31M | 1.26M | 1.23M | 1.17M | 1.10M | 1.06M | 1.00M | 959.79K | 926.66K | 915.51K | 879.48K | 863.54K |
| Fidelity Management & Research (FMR) | 1.28M | 1.39M | 1.80M | 1.40M | 1.05M | 64.49K | 17.27K | 63.62K | 37.33K | 5.25K | 6.32K | 4.51K | 3.92K | 4.30K | 4.45K | 4.76K | 3.93K | 3.94K | 3.04K | 1.38K |
| Invesco Ltd | 974.77K | 1.00M | 954.23K | 897.06K | 920.72K | 985.14K | 928.15K | 879.04K | 991.39K | 990.84K | 874.47K | 1.10M | 855.37K | 1.01M | 1.02M | 1.28M | 1.34M | 1.41M | 1.41M | 1.33M |
| Morgan Stanley | 948.11K | 1.12M | 767.03K | 802.12K | 859.50K | 945.35K | 793.70K | 885.41K | 706.13K | 733.22K | 740.95K | 726.45K | 686.57K | 664.64K | 643.81K | 532.31K | 495.52K | 522.56K | 391.87K | 393.38K |
| Legal & General Investment Management America | 807.51K | 777.54K | 763.85K | 760.26K | 706.37K | 661.21K | 553.20K | 569.25K | 612.28K | 432.98K | 596.93K | 575.69K | 551.19K | 365.93K | 497.31K | 473.67K | 511.67K | 551.22K | 565.84K | 525.41K |
| Charles Schwab Investment Management | 725.29K | 728.46K | 710.67K | 718.55K | 727.32K | 715.65K | 722.16K | 710.96K | 662.90K | 641.83K | 613.58K | 581.53K | 540.87K | 522.47K | 521.02K | 505.93K | 486.05K | 471.11K | 453.17K | 438.64K |
| Northern Trust Corp | 708.76K | 637.30K | 611.55K | 655.25K | 713.38K | 972.48K | 979.14K | 865.52K | 950.03K | 984.82K | 963.61K | 1.02M | 981.62K | 954.75K | 971.83K | 904.90K | 930.38K | 985.68K | 934.77K | 913.13K |
| AQR Capital Management | 681.79K | 169.73K | 61.14K | 114.15K | 73.59K | 114.98K | 65.56K | 41.53K | 16.59K | — | 9.93K | 24.14K | 36.90K | 38.12K | 30.49K | 26.57K | 38.60K | 48.61K | 28.25K | — |
| BNY Mellon | 527.08K | 506.70K | 504.84K | 568.80K | 597.81K | 602.89K | 634.18K | 523.22K | 572.35K | 561.53K | 621.56K | 644.89K | 657.65K | 672.28K | 687.82K | 741.62K | 720.04K | 699.27K | 688.76K | 792.12K |
| Arrowstreet Capital | 365.46K | 257.97K | 49.91K | 57.17K | 78.18K | 28.01K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Principal Global Investors | 289.29K | 289.62K | 284.02K | 287.70K | 295.38K | 296.38K | 288.92K | 277.60K | 285.47K | 300.01K | 316.05K | 321.11K | 325.46K | 331.16K | 335.61K | 335.57K | 333.59K | 419.74K | 424.11K | 454.33K |
| PSP Investments | 205.65K | 213.17K | 206.20K | 232.43K | 203.13K | 188.60K | 148.14K | 124.82K | 127.12K | 118.29K | 119.76K | 71.32K | 99.39K | 96.42K | 99.74K | 99.54K | 99.54K | 98.19K | 107.15K | 103.87K |
| Goldman Sachs Group | 197.12K | 283.98K | 226.29K | 259.99K | 227.19K | 453.82K | 529.28K | 322.76K | 185.21K | 188.38K | 159.21K | 195.98K | 249.49K | 174.09K | 180.13K | 149.14K | 94.96K | 113.25K | 225.38K | 122.30K |
| Citadel Advisors | 196.39K | 34.70K | 172.73K | 13.89K | 61.96K | 47.16K | 105.49K | 381.29K | 10.90K | 79.56K | 4.80K | 5.01K | 114.26K | 44.14K | 45.11K | 75.45K | 21.74K | 4.30K | 36.85K | 4.70K |
| D. E. Shaw & Co | 192.51K | 82.79K | 66.19K | 36.36K | 6.15K | 4.89K | 37.20K | 15.98K | 39.59K | — | — | 31.58K | 30.33K | 17.52K | 5.64K | 6.83K | 11.60K | 15.62K | 3.04K | — |
| UBS Group AG | 172.66K | 185.83K | 214.28K | 240.11K | 171.19K | 121.50K | 141.09K | 93.50K | 73.38K | 98.73K | 79.21K | 68.28K | 89.59K | 47.14K | 66.21K | 50.93K | 45.18K | 57.62K | 52.64K | 35.67K |
| Renaissance Technologies | 144.20K | 100.40K | 111.90K | 301.12K | 281.00K | 205.40K | 45.99K | — | 109.40K | 145.90K | 41.05K | 43.80K | 15.91K | 77.30K | 37.10K | 70.40K | — | 70.30K | 103.40K | 47.30K |
| JPMorgan Chase & Co | 135.51K | — | 225.89K | 277.25K | 241.62K | 257.15K | 308.70K | 161.66K | 103.85K | 225.02K | 182.34K | 117.28K | 163.14K | 69.80K | 96.15K | 97.06K | 97.39K | 107.21K | 73.58K | 79.13K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details