California Water Service
284 hedge funds and large institutions have $2.51B invested in California Water Service in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 85 increasing their positions, 106 reducing their positions, and 27 closing their positions.
83% more call options, than puts
Call options by funds: $161K | Put options by funds: $88K
59% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 27
11% more capital invested
Capital invested by funds: $2.26B → $2.51B (+$250M)
5% more funds holding
Funds holding: 271 → 284 (+13)
1.1% more ownership
Funds ownership: 82.88% → 83.97% (+1.1%)
20% less repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 106
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$38M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$11.5M |
| 3 |
Zurich Cantonal Bank
Zurich,
Switzerland
|
+$8.21M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$7.34M |
| 5 |
Jane Street
New York
|
+$4.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$11.2M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$10.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$6.68M |
| 4 |
SG Americas Securities
New York
|
-$3.86M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$3.55M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCA
301
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$101K | -2,125 | Closed |
|
|
RA
302
Rational Advisors
Huntington,
New York
| – | -$6.71K | -130 | Closed |
|
|
CFB
303
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$4.73K | -100 | Closed |
|
|
AWA
304
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$1.42K | -30 | Closed |
|
305
Citadel Advisors
Miami,
Florida
| – | -$503 | -10 | Closed |
|
|
VAG
306
VisionPoint Advisory Group
Dallas,
Texas
| – | -$284 | -6 | Closed |
|
307
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$237 | -5 | Closed |
|
|
NA
308
NewEdge Advisors
New Orleans,
Louisiana
| – | -$237 | -5 | Closed |
|
|
CA
309
Crewe Advisors
Salt Lake City,
Utah
| – | -$190 | -4 | Closed |
|
|
PVH
310
Psagot Value Holdings
Tel Aviv,
Israel
| – | -$50 | -1 | -33% |
|
CWT Hedge Fund Activity: Q4 2023 in Review
284 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in California Water Service (CWT) for Q4 2023, worth a combined $2.51B — up 11% from $2.26B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new CWT positions and 27 closed out — a net gain of 16 holders — while 85 added to existing stakes and 106 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $38M. The largest seller was Invesco, cutting an estimated $11.2M.
- 284 institutional investors held California Water Service (CWT) as of Q4 2023, up from 271 in Q3 2023.
- Funds reported $2.51B of California Water Service stock for Q4 2023, up 11% quarter-over-quarter.
- 43 funds opened new California Water Service positions in Q4 2023 and 27 closed out, a net change of +16 holders.
- The largest California Water Service buyer in Q4 2023 was Morgan Stanley, an estimated $38M added.
- The largest California Water Service seller in Q4 2023 was Invesco, an estimated $11.2M sold.
Based on aggregated 13F filings for Q4 2023.