We are live on ! Find out more
CWT icon

California Water Service

330 hedge funds and large institutions have $2.45B invested in California Water Service in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 122 increasing their positions, 101 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $436K | Put options by funds: $232K

28% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 36

21% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 101

10% more capital invested

Capital invested by funds: $2.23B → $2.45B (+$222M)

2.28% more ownership

Funds ownership: 82.64%84.92% (+2.3%)

2% more funds holding

Funds holding: 323330 (+7)

Holders
330
Holders Change
+7
Holders Change %
+2.17%
% of All Funds
4.43%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
46
Increased
122
Reduced
101
Closed
36
Calls
$436K
Puts
$232K
Net Calls
+$204K
Net Calls Change
+$339K
Name Holding Trade Value Shares
Change
Change in
Stake
PI
201
PFG Investments
New York
$318K -$4.41K -97 -1%
JCM
202
Jacobi Capital Management
Pennsylvania
$317K -$6.54K -144 -2%
Los Angeles Capital Management
203
Los Angeles Capital Management
California
$304K
AIP
204
Ameritas Investment Partners
Nebraska
$302K
Tudor Investment Corp
205
Tudor Investment Corp
Connecticut
$291K -$1.07M -23,632 -80%
MMPW
206
Mitchell McLeod Pugh & Williams
Alabama
$291K
CIBC Asset Management
207
CIBC Asset Management
Ontario, Canada
$277K -$7.95K -175 -3%
EI
208
Ethic Inc
New York
$270K -$46.4K -1,022 -16%
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$269K +$109K +2,406 +76%
VI
210
Versor Investments
New York
$264K
AG
211
Algert Global
California
$257K -$1.54M -33,900 -86%
SEI Investments
212
SEI Investments
Pennsylvania
$250K +$17.5K +386 +8%
WSC
213
Wellington Shields & Co
New York
$242K
CI
214
Corient IA
Florida
$242K +$227K +5,000 New
MWM
215
Mission Wealth Management
California
$241K
AAS
216
Avantax Advisory Services
Texas
$238K +$223K +4,914 New
D.E. Shaw & Co
217
D.E. Shaw & Co
New York
$237K -$1.47M -32,302 -87%
VPIM
218
Vanguard Personalized Indexing Management
California
$235K +$220K +4,840 New
Osaic Holdings
219
Osaic Holdings
Arizona
$234K +$32.7K +720 +18%
CGH
220
Crossmark Global Holdings
Texas
$232K -$1.86K -41 -0.8%
CL
221
Choreo LLC
Illinois
$231K +$13.4K +294 +7%
Corient Private Wealth
222
Corient Private Wealth
Florida
$230K -$212K -4,677 -50%
BC
223
Bridgefront Capital
Texas
$228K +$214K +4,703 New
ABLA
224
Alan B. Lancz & Associates
Ohio
$223K -$9.08K -200 -4%
X
225
Xponance
Pennsylvania
$218K +$205K +4,504 New