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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
MRCM
251
M&R Capital Management
New Jersey
$10K
BTI
252
Blue Trust Inc
Georgia
$7K
RA
253
Rational Advisors
New York
$7K +$59 +1 +0.8%
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
$7K +$2.11K +36 +36%
CFB
255
Cullen/Frost Bankers
Texas
$5K
HFS
256
Hantz Financial Services
Michigan
$4K -$1.58K -27 -28%
BWP
257
Baldwin Wealth Partners
Massachusetts
$4K
LC
258
Lindbrook Capital
California
$4K +$1.05K +18 +28%
TWC
259
TD Waterhouse Canada
Ontario, Canada
$3.31K
HI
260
Harbour Investments
Wisconsin
$3K
TWA
261
TCI Wealth Advisors
Arizona
$3K +$176 +3 +6%
BIA
262
Bell Investment Advisors
California
$3K +$528 +9 +16%
GRP
263
Global Retirement Partners
California
$3K +$645 +11 +28%
PHK
264
Point72 Hong Kong
Hong Kong
$3K +$3.17K +54 New
Bank of Montreal
265
Bank of Montreal
Ontario, Canada
$2.63K +$219K +3,733 +9%
JWA
266
JFS Wealth Advisors
Pennsylvania
$2K -$235 -4 -11%
SC
267
Sierra Capital
Florida
$2K
MPWT
268
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.47K +25 +208%
CFGS
269
Concourse Financial Group Securities
Alabama
$2K +$1.82K +31 New
FMII
270
Farmers & Merchants Investments Inc
Nebraska
$2K +$2.17K +37 New
Federated Hermes
271
Federated Hermes
Pennsylvania
$1K -$290K -4,950 -100%
AW
272
Avion Wealth
Texas
$1K
VWM
273
Valley Wealth Managers
New Jersey
$1K
SC
274
Schubert & Co
Texas
$1K +$469 +8 +62%
NFSG
275
Newbridge Financial Services Group
Florida
$1K +$704 +12 New