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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
MLICM
201
Metropolitan Life Insurance Company (MetLife)
New York
$140K -$15.8K -337 -10%
GRP
202
Global Retirement Partners
California
$135K +$43.8K +935 +47%
RIL
203
Rothschild Investment LLC
Illinois
$121K +$234 +5 +0.2%
QCG
204
Quadrant Capital Group
Ohio
$108K -$66.3K -1,414 -38%
GIA
205
GHP Investment Advisors
Colorado
$104K
SAM
206
Shell Asset Management
Netherlands
$78K -$8.91K -190 -11%
JGIA
207
Jackson Grant Investment Advisers
Connecticut
$77.2K
SN
208
Sittner & Nelson
Oregon
$75.3K
OAM
209
Ostrum Asset Management
France
$72.6K +$42.7K +910 +140%
NIMI
210
Natixis Investment Managers International
France
$68.2K -$5.06K -108 -7%
UB
211
UMB Bank
Missouri
$66.3K -$2.53K -54 -4%
WTC
212
WhitTier Trust Company
Nevada
$57.8K
A
213
Allianz
Germany
$53.5K +$53.9K +1,150 New
KLWA
214
Kelly Lawrence W & Associates
California
$46.5K
CAM
215
Clarity Asset Management
Iowa
$40.7K +$4.78K +102 +13%
PA
216
Parallel Advisors
California
$39.9K +$26.2K +558 +186%
CSC
217
Caldwell Sutter Capital
California
$39.7K
BHWM
218
Beaird Harris Wealth Management
Texas
$39.3K
HPC
219
HM Payson & Co
Maine
$39K -$19.7K -420 -33%
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$33K -$19.3K -412 -37%
PB
221
Pinnacle Bancorp
Nebraska
$31.1K
HI
222
Harbour Investments
Wisconsin
$27.9K
Ohio Public Employees Retirement System (OPERS)
223
Ohio Public Employees Retirement System (OPERS)
Ohio
$27.6K +$1.92K +41 +7%
BCV
224
Banque Cantonale Vaudoise
Switzerland
$26K -$3.23K -69 -11%
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$24.9K +$94 +2 +0.4%