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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
SPIA
201
Steward Partners Investment Advisory
New York
$217K +$762 +13 +0.3%
PA
202
Profund Advisors
Maryland
$215K -$14.7K -250 -6%
ATC
203
Argent Trust Co
Tennessee
$211K
DIM
204
Delta Investment Management
California
$211K
SPC
205
Stewart & Patten Company
California
$211K
WT
206
Whittier Trust
California
$211K
Cerity Partners
207
Cerity Partners
New York
$207K +$1.99K +34 +0.9%
BFO
208
Boston Family Office
Massachusetts
$204K
HI
209
Humankind Investments
New York
$200K +$8.21K +140 +4%
MLICM
210
Metropolitan Life Insurance Company (MetLife)
New York
$175K
NIMI
211
Natixis Investment Managers International
France
$172K
SAM
212
Shell Asset Management
Netherlands
$154K -$45.8K -782 -21%
US Bancorp
213
US Bancorp
Minnesota
$150K +$13.5K +231 +9%
GIA
214
GHP Investment Advisors
Colorado
$133K
Allspring Global Investments
215
Allspring Global Investments
North Carolina
$112K -$44.3K -756 -26%
SCA
216
Stonebridge Capital Advisors
Minnesota
$112K
HNWAG
217
High Net Worth Advisory Group
Florida
$105K
QCG
218
Quadrant Capital Group
Ohio
$100K +$94.4K +1,610 +559%
VI
219
Vestcor Inc
New Brunswick, Canada
$99K
UB
220
UMB Bank
Missouri
$96K -$4.1K -70 -4%
HSA
221
HBK Sorce Advisory
Pennsylvania
$90K +$674K +11,496 New
JGIA
222
Jackson Grant Investment Advisers
Connecticut
$88K
AF
223
Allworth Financial
California
$86K +$235 +4 +0.2%
SN
224
Sittner & Nelson
Oregon
$85K
Ohio Public Employees Retirement System (OPERS)
225
Ohio Public Employees Retirement System (OPERS)
Ohio
$84K +$1.82K +31 +2%