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California Water Service

286 hedge funds and large institutions have $2.44B invested in California Water Service in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 117 increasing their positions, 89 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 89

11% more call options, than puts

Call options by funds: $490K | Put options by funds: $443K

3.45% more ownership

Funds ownership: 80.74%84.19% (+3.5%)

4% less funds holding

Funds holding: 298286 (-12)

7% less capital invested

Capital invested by funds: $2.61B → $2.44B (-$177M)

28% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 36

Holders
286
Holders Change
-12
Holders Change %
-4.03%
% of All Funds
4.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
117
Reduced
89
Closed
36
Calls
$490K
Puts
$443K
Net Calls
+$47K
Net Calls Change
-$337K
Name Holding Trade Value Shares
Change
Change in
Stake
KLWA
226
Kelly Lawrence W & Associates
California
$51.9K
FCA
227
FinTrust Capital Advisors
South Carolina
$45.7K
CSC
228
Caldwell Sutter Capital
California
$44.1K +$3.09K +55 +7%
BHWM
229
Beaird Harris Wealth Management
Texas
$43.5K +$112 +2 +0.2%
Northwestern Mutual Wealth Management
230
Northwestern Mutual Wealth Management
Wisconsin
$42.9K -$2.98K -53 -6%
PB
231
Pinnacle Bancorp
Nebraska
$34.6K
S
232
SignatureFD
Georgia
$33.5K +$2.98K +53 +9%
BCV
233
Banque Cantonale Vaudoise
Switzerland
$32K +$34.9K +622 New
CCA
234
Column Capital Advisors
Indiana
$31.5K
HCP
235
Hexagon Capital Partners
Arkansas
$28K +$842 +15 +3%
AF
236
Advisornet Financial
Minnesota
$27.2K -$112 -2 -0.4%
TVWM
237
Tower View Wealth Management
Wisconsin
$27K +$28.9K +515 New
Ohio Public Employees Retirement System (OPERS)
238
Ohio Public Employees Retirement System (OPERS)
Ohio
$26K -$449 -8 -2%
BLC
239
Brown, Lisle/Cummings
Rhode Island
$25.8K
EWA
240
EverSource Wealth Advisors
Alabama
$25.3K -$33K -588 -55%
RWM
241
Ruedi Wealth Management
Illinois
$23.2K
BWM
242
Baystate Wealth Management
Massachusetts
$22.1K +$112 +2 +0.5%
CAL
243
Capital Advisors Ltd
Ohio
$19K +$18.3K +326 +906%
PTC
244
Private Trust Company
Ohio
$18.3K
CTC
245
Central Trust Company
Missouri
$15.7K
PA
246
Parallel Advisors
California
$14.5K +$2.41K +43 +18%
CAL
247
Capital Analysts LLC
Pennsylvania
$14K +$56 +1 +0.4%
BTI
248
Blue Trust Inc
Georgia
$13K -$898 -16 -7%
PFBT
249
Parkside Financial Bank & Trust
Missouri
$11.8K -$112 -2 -0.9%
MRCM
250
M&R Capital Management
New Jersey
$10.3K

CWT Hedge Fund Activity: Q2 2023 in Review

286 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in California Water Service (CWT) for Q2 2023, worth a combined $2.44B — down 6.8% from $2.61B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of CWT and 26 opened new positions — a net loss of 10 holders — while 89 trimmed existing stakes and 117 added.

The largest buyer was Nuance Investments, adding an estimated $48.1M. The largest seller was Invesco, cutting an estimated $8.8M.

  • 286 institutional investors held California Water Service (CWT) as of Q2 2023, down from 298 in Q1 2023.
  • Funds reported $2.44B of California Water Service stock for Q2 2023, down 6.8% quarter-over-quarter.
  • 26 funds opened new California Water Service positions in Q2 2023 and 36 closed out, a net change of -10 holders.
  • The largest California Water Service buyer in Q2 2023 was Nuance Investments, an estimated $48.1M added.
  • The largest California Water Service seller in Q2 2023 was Invesco, an estimated $8.8M sold.

Based on aggregated 13F filings for Q2 2023.