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California Water Service

277 hedge funds and large institutions have $2.27B invested in California Water Service in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 97 increasing their positions, 98 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $455K | Put options by funds: $409K

0.72% more ownership

Funds ownership: 83.97%84.69% (+0.72%)

1% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 98

8% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 36

2% less funds holding

Funds holding: 284277 (-7)

10% less capital invested

Capital invested by funds: $2.51B → $2.27B (-$243M)

Holders
277
Holders Change
-7
Holders Change %
-2.46%
% of All Funds
3.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
97
Reduced
98
Closed
36
Calls
$455K
Puts
$409K
Net Calls
+$46K
Net Calls Change
-$27K
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
251
Financial Gravity Asset Management
Texas
$3.51K +$3.56K +76 New
TWC
252
TD Waterhouse Canada
Ontario, Canada
$2.76K
PS
253
Principal Securities
Iowa
$2.23K -$422 -9 -16%
BTI
254
Blue Trust Inc
Georgia
$2.14K -$938 -20 -30%
HFS
255
Hantz Financial Services
Michigan
$2K -$750 -16 -24%
Simplex Trading
256
Simplex Trading
Illinois
$2K +$1.36K +29 +138%
EWA
257
EverSource Wealth Advisors
Alabama
$1.92K -$1.69K -36 -48%
FMII
258
Farmers & Merchants Investments Inc
Nebraska
$1.86K
OC
259
Oakworth Capital
Alabama
$1.86K
HNB
260
Huntington National Bank
Ohio
$1.86K +$1.83K +39 +3,900%
A
261
AlphaQuest
New York
$1.25K +$1.27K +27 New
CPG
262
Custom Portfolio Group
Colorado
$1.16K
QL
263
Quarry LP
New York
$1.12K +$1.13K +24 New
MPWT
264
MassMutual Private Wealth & Trust
Connecticut
$1.02K -$6.33K -135 -86%
BIA
265
Bell Investment Advisors
California
$1.02K
FFA
266
Farther Finance Advisors
California
$884 -$703 -15 -44%
JWA
267
JFS Wealth Advisors
Pennsylvania
$884 -$375 -8 -30%
ECM
268
Everence Capital Management
Indiana
$679
CFGS
269
Concourse Financial Group Securities
Alabama
$511
AWM
270
Avior Wealth Management
Nebraska
$511 +$516 +11 New
AWM
271
Abound Wealth Management
Tennessee
$419
SIC
272
SJS Investment Consulting
Ohio
$326 -$47 -1 -13%
CP
273
Castleview Partners
Texas
$279
PFBT
274
Parkside Financial Bank & Trust
Missouri
$233 -$281 -6 -55%
DPW
275
DiNuzzo Private Wealth
Pennsylvania
$233