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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
Franklin Resources
101
Franklin Resources
California
$1.06M +$444K +9,479 +71%
Vontobel Holding
102
Vontobel Holding
Switzerland
$1.06M -$94.7K -2,021 -8%
WHC
103
Wulff, Hansen & Co
California
$1.05M
Allspring Global Investments
104
Allspring Global Investments
North Carolina
$1.04M -$7.88K -168 -0.7%
State of Tennessee, Department of Treasury
105
State of Tennessee, Department of Treasury
Tennessee
$1.02M -$64.5K -1,376 -6%
TA
106
Teton Advisors
New York
$1.01M -$18.8K -400 -2%
H
107
HoyleCohen
California
$1M
HighTower Advisors
108
HighTower Advisors
Illinois
$974K -$35.9K -765 -4%
Creative Planning
109
Creative Planning
Kansas
$957K -$174K -3,706 -15%
Holocene Advisors
110
Holocene Advisors
New York
$918K +$926K +19,747 New
VOYA Investment Management
111
VOYA Investment Management
Georgia
$879K -$181K -3,861 -17%
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$861K -$908K -19,381 -51%
AB
113
Amalgamated Bank
New York
$835K -$230K -4,910 -21%
DZ Bank
114
DZ Bank
Germany
$824K
TRSOTSOK
115
Teachers Retirement System of the State of Kentucky
Kentucky
$820K
Stifel Financial
116
Stifel Financial
Missouri
$799K +$32.8K +700 +4%
LPL Financial
117
LPL Financial
California
$791K +$44.9K +958 +6%
Marshall Wace
118
Marshall Wace
United Kingdom
$785K -$394K -8,408 -33%
FIM
119
Freedom Investment Management
Connecticut
$783K -$173K -3,686 -18%
SEI Investments
120
SEI Investments
Pennsylvania
$768K +$216K +4,613 +39%
ACM
121
Aquatic Capital Management
Illinois
$748K +$441K +9,400 +140%
ASRS
122
Arizona State Retirement System
Arizona
$737K -$12.7K -271 -2%
OPERF
123
Oregon Public Employees Retirement Fund
Oregon
$720K -$65.6K -1,400 -8%
ECU
124
Eisler Capital (US)
New York
$713K +$719K +15,345 New
MCM
125
Manchester Capital Management
Vermont
$690K -$8.06K -172 -1%