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California Water Service

308 hedge funds and large institutions have $2.99B invested in California Water Service in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 101 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $259K

205% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 21

25% more capital invested

Capital invested by funds: $2.4B → $2.99B (+$597M)

15% more funds holding

Funds holding: 267308 (+41)

13% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 89

0.38% more ownership

Funds ownership: 78.88%79.26% (+0.38%)

Holders
308
Holders Change
+41
Holders Change %
+15.36%
% of All Funds
4.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
64
Increased
101
Reduced
89
Closed
21
Calls
$1.02M
Puts
$259K
Net Calls
+$761K
Net Calls Change
+$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
201
Smithfield Trust
Pennsylvania
$288K
ATC
202
Argent Trust Co
Tennessee
$287K
DIM
203
Delta Investment Management
California
$287K
SPC
204
Stewart & Patten Company
California
$287K
WT
205
Whittier Trust
California
$287K
Cerity Partners
206
Cerity Partners
New York
$279K +$246K +3,825 New
BFO
207
Boston Family Office
Massachusetts
$278K
VPIM
208
Vanguard Personalized Indexing Management
California
$277K +$247K +3,849 New
CCB
209
Cutter & Co Brokerage
Missouri
$272K
CIBC Asset Management
210
CIBC Asset Management
Ontario, Canada
$266K -$836 -13 -0.4%
EM
211
ELCO Management
New York
$266K +$238K +3,703 New
AF
212
Allworth Financial
California
$260K +$129 +2 +0.1%
Aberdeen Group
213
Aberdeen Group
United Kingdom
$258K -$10.2K -158 -4%
GC
214
Guggenheim Capital
Illinois
$256K +$229K +3,561 New
DTL
215
Dynamic Technology Lab
Singapore
$251K +$224K +3,490 New
JAM
216
Jupiter Asset Management
United Kingdom
$251K +$226K +3,515 New
SWA
217
Stratos Wealth Advisors
Ohio
$248K +$2.83K +44 +1%
RCM
218
RB Capital Management
Nevada
$246K +$386 +6 +0.2%
SWM
219
SeaCrest Wealth Management
New York
$241K +$215K +3,348 New
SCM
220
Shelton Capital Management
Colorado
$237K +$212K +3,304 New
SCM
221
Schnieders Capital Management
California
$235K +$210K +3,267 New
SEI Investments
222
SEI Investments
Pennsylvania
$228K +$204K +3,175 New
FTDI
223
First Trust Direct Indexing
Massachusetts
$227K +$203K +3,163 New
Franklin Resources
224
Franklin Resources
California
$224K +$200K +3,114 New
Fidelity Investments
225
Fidelity Investments
Massachusetts
$219K +$107K +1,669 +121%