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California Water Service

294 hedge funds and large institutions have $2.65B invested in California Water Service in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 100 increasing their positions, 89 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+14
Holders Change %
+5%
% of All Funds
4.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
100
Reduced
89
Closed
23
Calls
$49K
Puts
$18K
Net Calls
+$31K
Net Calls Change
+$57K
Name Holding Trade Value Shares
Change
Shares
Change %
Dimensional Fund Advisors
226
Dimensional Fund Advisors
Texas
$76.3K +$847 +13,968 +1%
WTC
227
WhitTier Trust Company
Nevada
$75.4K
EWA
228
EverSource Wealth Advisors
Alabama
$68.1K +$546 +9 +0.8%
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$63K -$24.4K -402 -28%
KLWA
230
Kelly Lawrence W & Associates
California
$60.6K
TRCT
231
Tower Research Capital (TRC)
New York
$59K -$469K -7,693 -89%
MCC
232
Money Concepts Capital
Florida
$57K +$7.58K +125 +15%
BHWM
233
Beaird Harris Wealth Management
Texas
$50.8K +$121 +2 +0.2%
FCA
234
FinTrust Capital Advisors
South Carolina
$45.7K +$45.7K +753 New
Rockefeller Capital Management
235
Rockefeller Capital Management
New York
$43K -$592 -10 -1%
PB
236
Pinnacle Bancorp
Nebraska
$41K
SWA
237
Sutton Wealth Advisors
Florida
$39K
S
238
SignatureFD
Georgia
$38.2K -$5.15K -85 -12%
CCA
239
Column Capital Advisors
Indiana
$37.1K
IA
240
IFP Advisors
Florida
$33K -$3.4K -82 -9%
Northwestern Mutual Wealth Management
241
Northwestern Mutual Wealth Management
Wisconsin
$32.3K
AF
242
Advisornet Financial
Minnesota
$32.1K +$606 +10 +2%
HCP
243
Hexagon Capital Partners
Arkansas
$32K
GFWA
244
Grey Fox Wealth Advisors
Delaware
$30.6K +$30.6K +504 New
BLC
245
Brown, Lisle/Cummings
Rhode Island
$30.3K
Ohio Public Employees Retirement System (OPERS)
246
Ohio Public Employees Retirement System (OPERS)
Ohio
$30K -$65.8K -1,093 -69%
BAM
247
Belpointe Asset Management
Nevada
$27.9K +$27.9K +461 New
RWM
248
Ruedi Wealth Management
Illinois
$27.3K +$27.3K +450 New
PTC
249
Private Trust Company
Ohio
$21K
BWM
250
Baystate Wealth Management
Massachusetts
$19K -$19.1K -310 -50%