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California Water Service
CWT

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: 281 → 295 (+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

Top Buyers

1
BlackRock
BlackRock
New York
+$40.9M
2
Amundi
Amundi
France
+$17.5M
3
State Street
State Street
Massachusetts
+$12.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$8.25M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$7.63M

Top Sellers

1
NI
Nuance Investments
Missouri
-$17.9M
2
Invesco
Invesco
Georgia
-$15.7M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$3.82M
4
Jane Street
Jane Street
New York
-$3.7M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
WSC
176
Wellington Shields & Co
New York
$303K – – –
Corient Private Wealth
177
Corient Private Wealth
Florida
$303K +$300K +5,000 New
AWS
178
Atria Wealth Solutions
New York
$300K – – –
CGH
179
Crossmark Global Holdings
Texas
$299K -$1.56K -26 -0.5%
VPIM
180
Vanguard Personalized Indexing Management
California
$293K -$54.1K -901 -16%
Franklin Resources
181
Franklin Resources
California
$287K +$284K +4,735 New
NPPM
182
North Point Portfolio Managers
Ohio
$285K – – –
Susquehanna International Group
183
Susquehanna International Group
Pennsylvania
$278K -$1.89M -31,521 -87%
Fidelity Investments
184
Fidelity Investments
Massachusetts
$270K -$18.9K -315 -7%
Cetera Investment Advisers
185
Cetera Investment Advisers
Illinois
$269K +$267K +4,442 New
CC
186
Centiva Capital
New York
$269K +$266K +4,434 New
OPA
187
Old Port Advisors
Maine
$261K – – –
AIP
188
Ameritas Investment Partners
Nebraska
$261K – – –
ECM
189
Evergreen Capital Management
Washington
$254K -$27.6K -460 -10%
SPIA
190
Steward Partners Investment Advisory
New York
$250K +$481 +8 +0.2%
Lido Advisors
191
Lido Advisors
California
$247K +$245K +4,079 New
API
192
Advisor Partners II
California
$246K +$244K +4,061 New
ATC
193
Argent Trust Co
Tennessee
$243K – – –
DIM
194
Delta Investment Management
California
$243K – – –
SPC
195
Stewart & Patten Company
California
$243K – – –
WT
196
Whittier Trust
California
$243K – – –
BFO
197
Boston Family Office
Massachusetts
$234K – – –
PA
198
Profund Advisors
Maryland
$229K -$18.6K -310 -8%
Cerity Partners
199
Cerity Partners
New York
$227K -$10.9K -182 -5%
HI
200
Humankind Investments
New York
$226K -$3.84K -64 -2%
6 7
8
9 10

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.