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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
BWM
251
Baystate Wealth Management
Massachusetts
$19K -$18.6K -310 -50%
CTC
252
Central Trust Company
Missouri
$18.4K
PA
253
Parallel Advisors
California
$14.4K -$240 -4 -2%
LC
254
Lindbrook Capital
California
$14K +$8.89K +148 +178%
PFBT
255
Parkside Financial Bank & Trust
Missouri
$13.9K
BTI
256
Blue Trust Inc
Georgia
$13K +$6.61K +110 +87%
VCM
257
Versant Capital Management
Arizona
$12.2K -$60 -1 -0.5%
MRCM
258
M&R Capital Management
New Jersey
$12.1K
TWA
259
TCI Wealth Advisors
Arizona
$11.2K +$7.99K +133 +261%
BBHC
260
Brown Brothers Harriman & Co
New York
$8K -$4.33K -72 -35%
RA
261
Rational Advisors
New York
$7.88K
EI
262
Ellevest Inc
New York
$7.7K +$7.63K +127 New
Fifth Third Bancorp
263
Fifth Third Bancorp
Ohio
$7.46K -$721 -12 -9%
CFB
264
Cullen/Frost Bankers
Texas
$6.06K
BIA
265
Bell Investment Advisors
California
$5.46K +$1.56K +26 +41%
TWP
266
TFO Wealth Partners
Ohio
$5.28K +$14.2K +237 New
CFGS
267
Concourse Financial Group Securities
Alabama
$4.61K +$2.7K +45 +145%
HFS
268
Hantz Financial Services
Michigan
$4K
TWC
269
TD Waterhouse Canada
Ontario, Canada
$3.71K
PFPT
270
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.15K +$3.12K +52 New
GRP
271
Global Retirement Partners
California
$3.03K
HI
272
Harbour Investments
Wisconsin
$3.03K
FMII
273
Farmers & Merchants Investments Inc
Nebraska
$2.43K +$180 +3 +8%
JWA
274
JFS Wealth Advisors
Pennsylvania
$2.18K +$180 +3 +9%
MPWT
275
MassMutual Private Wealth & Trust
Connecticut
$2K -$60 -1 -3%

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.