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California Water Service

295 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, 101 increasing their positions, 89 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $49K | Put options by funds: $18K

87% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 23

15% more capital invested

Capital invested by funds: $2.31B → $2.65B (+$339M)

13% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 89

5% more funds holding

Funds holding: 281295 (+14)

1.37% more ownership

Funds ownership: 80.84%82.21% (+1.4%)

Holders
295
Holders Change
+14
Holders Change %
+4.98%
% 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
101
Reduced
89
Closed
23
Calls
$49K
Puts
$18K
Net Calls
+$31K
Net Calls Change
+$57K
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
226
HM Payson & Co
Maine
$76.4K
Dimensional Fund Advisors
227
Dimensional Fund Advisors
Texas
$76.3K +$839K +13,968 +1%
WTC
228
WhitTier Trust Company
Nevada
$75.4K
EWA
229
EverSource Wealth Advisors
Alabama
$68.1K +$541 +9 +0.8%
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$63K -$24.1K -402 -28%
KLWA
231
Kelly Lawrence W & Associates
California
$60.6K
TRCT
232
Tower Research Capital (TRC)
New York
$59K -$462K -7,693 -89%
MCC
233
Money Concepts Capital
Florida
$57K +$7.51K +125 +15%
BHWM
234
Beaird Harris Wealth Management
Texas
$50.8K +$120 +2 +0.2%
FCA
235
FinTrust Capital Advisors
South Carolina
$45.7K +$45.2K +753 New
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$43K -$601 -10 -1%
PB
237
Pinnacle Bancorp
Nebraska
$41K
SWA
238
Sutton Wealth Advisors
Florida
$39K
S
239
SignatureFD
Georgia
$38.2K -$5.11K -85 -12%
CCA
240
Column Capital Advisors
Indiana
$37.1K
IA
241
IFP Advisors
Florida
$33K -$4.92K -82 -9%
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$32.3K
AF
243
Advisornet Financial
Minnesota
$32.1K +$601 +10 +2%
HCP
244
Hexagon Capital Partners
Arkansas
$32K
GFWA
245
Grey Fox Wealth Advisors
Delaware
$30.6K +$30.3K +504 New
BLC
246
Brown, Lisle/Cummings
Rhode Island
$30.3K
Ohio Public Employees Retirement System (OPERS)
247
Ohio Public Employees Retirement System (OPERS)
Ohio
$30K -$65.7K -1,093 -69%
BAM
248
Belpointe Asset Management
Nevada
$27.9K +$27.7K +461 New
RWM
249
Ruedi Wealth Management
Illinois
$27.3K +$27K +450 New
PTC
250
Private Trust Company
Ohio
$21K

CWT Hedge Fund Activity: Q4 2022 in Review

295 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in California Water Service (CWT) for Q4 2022, worth a combined $2.65B — up 15% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new CWT positions and 23 closed out — a net gain of 20 holders — while 101 added to existing stakes and 89 trimmed.

The largest buyer was BlackRock, adding an estimated $40.9M. The largest seller was Nuance Investments, cutting an estimated $17.9M.

  • 295 institutional investors held California Water Service (CWT) as of Q4 2022, up from 281 in Q3 2022.
  • Funds reported $2.65B of California Water Service stock for Q4 2022, up 15% quarter-over-quarter.
  • 43 funds opened new California Water Service positions in Q4 2022 and 23 closed out, a net change of +20 holders.
  • The largest California Water Service buyer in Q4 2022 was BlackRock, an estimated $40.9M added.
  • The largest California Water Service seller in Q4 2022 was Nuance Investments, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2022.