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California Water Service

281 hedge funds and large institutions have $2.31B invested in California Water Service in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 109 increasing their positions, 76 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 76

10% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 31

0% more funds holding

Funds holding: 281281 (0)

0.73% less ownership

Funds ownership: 81.58%80.84% (-0.73%)

5% less capital invested

Capital invested by funds: $2.43B → $2.31B (-$121M)

15% less call options, than puts

Call options by funds: $148K | Put options by funds: $174K

Holders
281
Holders Change
Holders Change %
0%
% of All Funds
4.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
109
Reduced
76
Closed
31
Calls
$148K
Puts
$174K
Net Calls
-$26K
Net Calls Change
+$362K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$76K +$23.2K +395 +38%
HPC
227
HM Payson & Co
Maine
$66K
WTC
228
WhitTier Trust Company
Nevada
$65K
EWA
229
EverSource Wealth Advisors
Alabama
$58K +$2.93K +50 +5%
KLWA
230
Kelly Lawrence W & Associates
California
$53K
IA
231
IFP Advisors
Florida
$50K
BHWM
232
Beaird Harris Wealth Management
Texas
$44K +$59 +1 +0.1%
MCC
233
Money Concepts Capital
Florida
$43K
Rockefeller Capital Management
234
Rockefeller Capital Management
New York
$38K -$2.46K -42 -5%
S
235
SignatureFD
Georgia
$38K +$6.51K +111 +18%
PB
236
Pinnacle Bancorp
Nebraska
$35K
SWA
237
Sutton Wealth Advisors
Florida
$33.9K +$821 +14 +2%
BWM
238
Baystate Wealth Management
Massachusetts
$33K +$18.4K +313 +103%
CCA
239
Column Capital Advisors
Indiana
$32K
HCP
240
Hexagon Capital Partners
Arkansas
$28K -$16.4K -279 -35%
Northwestern Mutual Wealth Management
241
Northwestern Mutual Wealth Management
Wisconsin
$28K
AF
242
Advisornet Financial
Minnesota
$27K -$7.04K -120 -19%
WFA
243
Wipfli Financial Advisors
Wisconsin
$27K +$29.7K +506 New
BLC
244
Brown, Lisle/Cummings
Rhode Island
$26.3K
PTC
245
Private Trust Company
Ohio
$19K
CTC
246
Central Trust Company
Missouri
$16K
PA
247
Parallel Advisors
California
$13K +$586 +10 +4%
PFBT
248
Parkside Financial Bank & Trust
Missouri
$12K +$704 +12 +6%
VCM
249
Versant Capital Management
Arizona
$11K -$4.16K -71 -26%
BBHC
250
Brown Brothers Harriman & Co
New York
$11K +$4.22K +72 +55%

CWT Hedge Fund Activity: Q3 2022 in Review

281 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in California Water Service (CWT) for Q3 2022, worth a combined $2.31B — down 5% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CWT positions and 31 closed out — a net gain of 3 holders — while 109 added to existing stakes and 76 trimmed.

The largest buyer was Zurich Cantonal Bank, adding an estimated $7.57M. The largest seller was T. Rowe Price Associates, cutting an estimated $129M.

  • 281 institutional investors held California Water Service (CWT) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $2.31B of California Water Service stock for Q3 2022, down 5% quarter-over-quarter.
  • 34 funds opened new California Water Service positions in Q3 2022 and 31 closed out, a net change of +3 holders.
  • The largest California Water Service buyer in Q3 2022 was Zurich Cantonal Bank, an estimated $7.57M added.
  • The largest California Water Service seller in Q3 2022 was T. Rowe Price Associates, an estimated $129M sold.

Based on aggregated 13F filings for Q3 2022.