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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
BlackRock
1
BlackRock
New York
$532M -$8.37M -184,290 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$358M -$5.96M -131,246 -2%
State Street
3
State Street
Massachusetts
$158M -$7.46M -164,268 -5%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$147M +$3.04M +67,002 +2%
NI
5
Nuance Investments
Missouri
$97.8M +$23.9M +527,343 +35%
Amundi
6
Amundi
France
$92.2M -$827K -18,216 -1%
First Trust Advisors
7
First Trust Advisors
Illinois
$69.8M -$11.3M -249,927 -15%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$68M +$1.94M +42,793 +3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$58.3M -$2.74M -60,272 -5%
Invesco
10
Invesco
Georgia
$47.7M +$2.59M +56,993 +6%
Northern Trust
11
Northern Trust
Illinois
$47.1M -$302K -6,661 -0.7%
Morgan Stanley
12
Morgan Stanley
New York
$45.8M +$6.89M +151,650 +19%
Charles Schwab
13
Charles Schwab
California
$34.7M -$296K -6,513 -0.9%
CIMLRA
14
CBRE Investment Management Listed Real Assets
Pennsylvania
$33.9M +$2.37M +52,158 +8%
Norges Bank
15
Norges Bank
Norway
$32.8M -$7.36M -161,975 -19%
Legal & General Group
16
Legal & General Group
United Kingdom
$32M +$4.9M +108,008 +20%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$29.2M -$1.42M -31,287 -5%
KBC Group
18
KBC Group
Belgium
$27.3M -$2.83M -62,335 -10%
TIM
19
Triodos Investment Management
Netherlands
$23.8M
Goldman Sachs
20
Goldman Sachs
New York
$22M -$3.43M -75,451 -14%
N
21
Nuveen
North Carolina
$21.6M +$5.79M +127,525 +40%
BBL
22
Beck Bode LLC
Massachusetts
$17.7M +$16.6M +365,821 New
Raymond James Financial
23
Raymond James Financial
Florida
$15.3M +$9.62M +211,914 +204%
UBS AM
24
UBS AM
Illinois
$15.1M +$2.46M +54,277 +21%
Principal Financial Group
25
Principal Financial Group
Iowa
$14.4M +$339K +7,456 +3%