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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
Truist Financial
151
Truist Financial
North Carolina
$454K +$120K +2,550 +35%
WS
152
Wedbush Securities
California
$445K -$37.2K -794 -8%
Pictet Asset Management
153
Pictet Asset Management
Switzerland
$442K -$47.1M -1,004,670 -99%
Corient Private Wealth
154
Corient Private Wealth
Florida
$438K +$8.02K +171 +2%
LCM
155
Legato Capital Management
California
$411K
Public Employees Retirement Association of Colorado
156
Public Employees Retirement Association of Colorado
Colorado
$381K
II
157
IFM Investors
Australia
$372K +$375K +8,006 New
VI
158
Versor Investments
New York
$360K +$363K +7,743 New
BC
159
Blackhill Capital
New Jersey
$353K
PI
160
PFG Investments
New York
$349K +$48.4K +1,033 +16%
Allianz Asset Management
161
Allianz Asset Management
Germany
$339K
TPWA
162
TRUE Private Wealth Advisors
Oregon
$335K
Daiwa Securities Group
163
Daiwa Securities Group
Japan
$329K +$113K +2,414 +52%
SDIC
164
South Dakota Investment Council
South Dakota
$326K -$14.1K -300 -4%
SPA
165
Sherbrooke Park Advisers
New York
$326K +$328K +7,006 New
IWC
166
Integrated Wealth Concepts
Massachusetts
$318K -$281 -6 -0.1%
JCM
167
Jacobi Capital Management
Pennsylvania
$312K +$1.36K +29 +0.4%
QC
168
Quadrature Capital
United Kingdom
$309K +$13.8K +295 +5%
HCM
169
Hutchinson Capital Management
California
$307K -$47 -1 -0%
Squarepoint
170
Squarepoint
New York
$303K +$306K +6,520 New
WA
171
Wealth Architects
California
$300K -$6.84K -146 -2%
HSBC Holdings
172
HSBC Holdings
United Kingdom
$298K +$300K +6,409 New
Asset Management One
173
Asset Management One
Japan
$286K +$289K +6,158 New
CAN
174
Cetera Advisor Networks
California
$283K -$9.42K -201 -3%
US Bancorp
175
US Bancorp
Minnesota
$280K +$41.2K +878 +17%