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California Water Service

295 hedge funds and large institutions have $2.65B invested in California Water Service in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 101 increasing their positions, 89 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $49K | Put options by funds: $18K

87% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 23

15% more capital invested

Capital invested by funds: $2.31B → $2.65B (+$339M)

13% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 89

5% more funds holding

Funds holding: 281295 (+14)

1.37% more ownership

Funds ownership: 80.84%82.21% (+1.4%)

Holders
295
Holders Change
+14
Holders Change %
+4.98%
% of All Funds
4.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
101
Reduced
89
Closed
23
Calls
$49K
Puts
$18K
Net Calls
+$31K
Net Calls Change
+$57K
Name Holding Trade Value Shares
Change
Change in
Stake
YIH
151
Y-Intercept (HK)
Hong Kong
$508K +$503K +8,376 New
SDIC
152
South Dakota Investment Council
South Dakota
$468K
BC
153
Blackhill Capital
New Jersey
$461K
ACM
154
Aquatic Capital Management
Illinois
$455K +$450K +7,500 New
Mariner
155
Mariner
Kansas
$452K +$94.9K +1,580 +27%
TPWA
156
TRUE Private Wealth Advisors
Oregon
$437K
EI
157
Ethic Inc
New York
$423K +$419K +6,975 New
CFD
158
Creative Financial Designs
Indiana
$417K +$26.1K +434 +7%
JCM
159
Jacobi Capital Management
Pennsylvania
$408K +$6.37K +106 +2%
HCM
160
Hutchinson Capital Management
California
$401K
WA
161
Wealth Architects
California
$398K -$60 -1 -0%
CAN
162
Cetera Advisor Networks
California
$394K +$44.8K +746 +13%
MAS
163
Meeder Advisory Services
Ohio
$393K +$389K +6,473 New
DA
164
Duality Advisers
Florida
$385K +$382K +6,357 New
ABLA
165
Alan B. Lancz & Associates
Ohio
$374K
SEI Investments
166
SEI Investments
Pennsylvania
$369K -$170K -2,837 -32%
MMPW
167
Mitchell McLeod Pugh & Williams
Alabama
$364K -$781 -13 -0.2%
Truist Financial
168
Truist Financial
North Carolina
$357K -$86.9K -1,447 -20%
D.E. Shaw & Co
169
D.E. Shaw & Co
New York
$342K -$71.2K -1,186 -17%
Baird Financial Group
170
Baird Financial Group
Wisconsin
$331K +$39.6K +659 +14%
GAM
171
Gotham Asset Management
New York
$329K +$326K +5,421 New
Osaic Holdings
172
Osaic Holdings
Arizona
$322K -$23.2K -387 -7%
AWM
173
AE Wealth Management
Kansas
$320K -$32.6K -543 -9%
M&T Bank
174
M&T Bank
New York
$314K -$2.16K -36 -0.7%
MWM
175
Mission Wealth Management
California
$311K

CWT Hedge Fund Activity: Q4 2022 in Review

295 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in California Water Service (CWT) for Q4 2022, worth a combined $2.65B — up 15% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new CWT positions and 23 closed out — a net gain of 20 holders — while 101 added to existing stakes and 89 trimmed.

The largest buyer was BlackRock, adding an estimated $40.9M. The largest seller was Nuance Investments, cutting an estimated $17.9M.

  • 295 institutional investors held California Water Service (CWT) as of Q4 2022, up from 281 in Q3 2022.
  • Funds reported $2.65B of California Water Service stock for Q4 2022, up 15% quarter-over-quarter.
  • 43 funds opened new California Water Service positions in Q4 2022 and 23 closed out, a net change of +20 holders.
  • The largest California Water Service buyer in Q4 2022 was BlackRock, an estimated $40.9M added.
  • The largest California Water Service seller in Q4 2022 was Nuance Investments, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2022.