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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
Simplex Trading
251
Simplex Trading
Illinois
$10K +$11.2K +199 New
Russell Investments Group
252
Russell Investments Group
United Kingdom
$9.91K -$954 -17 -8%
IA
253
IFP Advisors
Florida
$9.65K
LC
254
Lindbrook Capital
California
$9.29K -$449 -8 -4%
FGAM
255
Financial Gravity Asset Management
Texas
$8.33K -$337 -6 -10%
VCM
256
Versant Capital Management
Arizona
$8.16K
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$7.28K -$1.63K -29 -17%
RA
258
Rational Advisors
New York
$6.71K
CFB
259
Cullen/Frost Bankers
Texas
$5.16K
MA
260
MCF Advisors
Kentucky
$5.16K
HFS
261
Hantz Financial Services
Michigan
$4K
BFEC
262
Benjamin F. Edwards & Company
Missouri
$4K +$4.21K +75 New
RI
263
Ridgewood Investments
New Jersey
$3.41K
TWC
264
TD Waterhouse Canada
Ontario, Canada
$3.1K
PFPT
265
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.69K
MPWT
266
MassMutual Private Wealth & Trust
Connecticut
$2.22K +$1.74K +31 +258%
FMII
267
Farmers & Merchants Investments Inc
Nebraska
$2.06K
BIA
268
Bell Investment Advisors
California
$2.01K -$1.91K -34 -47%
LJHT
269
Laurie J. Hall Trustee
$2K
JWA
270
JFS Wealth Advisors
Pennsylvania
$1.7K -$56 -1 -3%
CFGS
271
Concourse Financial Group Securities
Alabama
$1.5K -$2.19K -39 -57%
FFA
272
Farther Finance Advisors
California
$465 -$1.85K -33 -79%
AWM
273
Abound Wealth Management
Tennessee
$465 +$505 +9 New
FHA
274
First Horizon Advisors
Tennessee
$413
DI
275
Disciplined Investments
Oklahoma
$361 -$56 -1 -13%

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.