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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
HI
301
Humankind Investments
New York
-$228K -3,922 Closed
BFO
302
Boston Family Office
Massachusetts
-$224K -3,865 Closed
ROTUOC
303
Regents of the University of California
California
-$212K -3,650 Closed
JMPWA
304
JP Morgan Private Wealth Advisors
California
-$207K -3,554 Closed
Mackenzie Financial
305
Mackenzie Financial
Ontario, Canada
-$205K -3,528 Closed
PNC
306
Park National Corp
Ohio
-$202K -3,470 Closed
PMEF
307
Point72 Middle East FZE
United Arab Emirates
-$118K -2,020 Closed
VI
308
Vestcor Inc
New Brunswick, Canada
-$110K -1,885 Closed
Skandinaviska Enskilda Banken (SEB)
309
Skandinaviska Enskilda Banken (SEB)
Sweden
-$81K -1,400 Closed
BAM
310
Belpointe Asset Management
Nevada
-$42.5K -731 Closed
GFWA
311
Grey Fox Wealth Advisors
Delaware
-$29.3K -504 Closed
WP
312
WealthPLAN Partners
Nebraska
-$19.4K -333 Closed
KM
313
Kalos Management
Georgia
-$12.3K -212 Closed
TWA
314
TCI Wealth Advisors
Arizona
-$10.7K -184 Closed
EI
315
Ellevest Inc
New York
-$7.39K -127 Closed
SC
316
Schubert & Co
Texas
-$990 -17 Closed
NFSG
317
Newbridge Financial Services Group
Florida
-$698 -12 Closed
AAS
318
Ameritas Advisory Services
Nebraska
-$640 -11 Closed
PVH
319
Psagot Value Holdings
Israel
-$449 -8 -80%
C
320
Covestor
United Kingdom
-$56 -1 -14%

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.