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California Water Service

281 hedge funds and large institutions have $2.31B invested in California Water Service in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 109 increasing their positions, 76 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 76

10% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 31

0% more funds holding

Funds holding: 281281 (0)

0.73% less ownership

Funds ownership: 81.58%80.84% (-0.73%)

5% less capital invested

Capital invested by funds: $2.43B → $2.31B (-$121M)

15% less call options, than puts

Call options by funds: $148K | Put options by funds: $174K

Holders
281
Holders Change
Holders Change %
0%
% of All Funds
4.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
109
Reduced
76
Closed
31
Calls
$148K
Puts
$174K
Net Calls
-$26K
Net Calls Change
+$362K
Name Holding Trade Value Shares
Change
Change in
Stake
GAA
126
Green Alpha Advisors
Colorado
$734K -$1.57M -26,742 -66%
CYG
127
Clean Yield Group
Vermont
$705K
Schroder Investment Management Group
128
Schroder Investment Management Group
United Kingdom
$704K +$783K +13,360 New
LPL Financial
129
LPL Financial
California
$687K +$60.6K +1,033 +9%
VRS
130
Virginia Retirement Systems
Virginia
$685K +$762K +13,000 New
American Century Companies
131
American Century Companies
Missouri
$671K +$182K +3,099 +32%
MCM
132
Manchester Capital Management
Vermont
$669K
SO
133
STRS Ohio
Ohio
$658K +$604K +10,300 +468%
Victory Capital Management
134
Victory Capital Management
Texas
$644K +$9.73K +166 +1%
DZ Bank
135
DZ Bank
Germany
$623K
WS
136
Wedbush Securities
California
$619K -$58.4K -996 -8%
EMG
137
ETF Managers Group
New Jersey
$613K +$30.5K +521 +5%
IAA
138
Independent Advisor Alliance
North Carolina
$611K -$455K -7,756 -40%
VCM
139
Virtue Capital Management
Tennessee
$607K +$184K +3,132 +37%
Holocene Advisors
140
Holocene Advisors
New York
$606K +$242K +4,125 +56%
VanEck Associates
141
VanEck Associates
New York
$603K +$72.3K +1,233 +12%
MOACM
142
Mutual of America Capital Management
New York
$570K +$105K +1,783 +20%
SFG
143
Sovereign Financial Group
Connecticut
$562K -$410 -7 -0.1%
HSBC Holdings
144
HSBC Holdings
United Kingdom
$555K +$363K +6,195 +150%
VIA
145
Virtus Investment Advisers
Connecticut
$531K +$591K +10,076 New
HNB
146
Huntington National Bank
Ohio
$527K
Balyasny Asset Management
147
Balyasny Asset Management
Illinois
$525K +$584K +9,961 New
Stifel Financial
148
Stifel Financial
Missouri
$519K -$31.1K -531 -5%
DADC
149
D.A. Davidson & Co
Montana
$509K +$59 +1 +0%
Public Employees Retirement Association of Colorado
150
Public Employees Retirement Association of Colorado
Colorado
$491K