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California Water Service

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: 281295 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$631M +$40.9M +680,947 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$410M +$8.25M +137,341 +2%
State Street
3
State Street
Massachusetts
$324M +$12.7M +210,847 +4%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$141M +$7.63M +126,979 +6%
PAMS
5
Pictet Asset Management (Switzerland)
Switzerland
$96M -$3.82M -63,531 -4%
Impax Asset Management Group
6
Impax Asset Management Group
United Kingdom
$92.4M -$1.92M -32,029 -2%
Amundi
7
Amundi
France
$69.4M +$17.5M +292,111 +35%
Invesco
8
Invesco
Georgia
$61.6M -$15.7M -261,771 -20%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$60.7M +$2.48M +41,330 +4%
Northern Trust
10
Northern Trust
Illinois
$58.9M +$4.02M +66,931 +7%
NI
11
Nuance Investments
Missouri
$51.3M -$17.9M -298,370 -26%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$41.7M -$3.23M -53,798 -7%
Morgan Stanley
13
Morgan Stanley
New York
$39M +$6.7M +111,494 +21%
Charles Schwab
14
Charles Schwab
California
$31.6M +$906K +15,088 +3%
Norges Bank
15
Norges Bank
Norway
$31.4M +$3.04M +50,583 +11%
KBC Group
16
KBC Group
Belgium
$30.7M +$991K +16,496 +3%
Legal & General Group
17
Legal & General Group
United Kingdom
$30.2M +$1.42M +23,643 +5%
First Trust Advisors
18
First Trust Advisors
Illinois
$28.5M -$742K -12,355 -3%
Principal Financial Group
19
Principal Financial Group
Iowa
$20.4M +$2.58K +43 +0%
GIP
20
Granite Investment Partners
California
$20.3M -$283K -4,712 -1%
PCA
21
Personal Capital Advisors
California
$19.8M +$368K +6,134 +2%
Ameriprise
22
Ameriprise
Minnesota
$13.9M -$189K -3,142 -1%
Zurich Cantonal Bank
23
Zurich Cantonal Bank
Switzerland
$11.9M +$3.07M +51,180 +35%
N
24
Nuveen
North Carolina
$11M +$69.4K +1,155 +0.6%
Goldman Sachs
25
Goldman Sachs
New York
$10.9M +$1.86M +30,987 +21%