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California Water Service

330 hedge funds and large institutions have $2.17B invested in California Water Service in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 98 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

35,000% more call options, than puts

Call options by funds: $3.16M | Put options by funds: $9K

0.04% more ownership

Funds ownership: 84.06%84.1% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

2% less funds holding

Funds holding: 337330 (-7)

6% less capital invested

Capital invested by funds: $2.3B → $2.17B (-$126M)

25% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 130

Holders
330
Holders Change
-7
Holders Change %
-2.08%
% of All Funds
4.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
98
Reduced
130
Closed
38
Calls
$3.16M
Puts
$9K
Net Calls
+$3.15M
Net Calls Change
-$258K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$463M +$10.6M +233,117 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$318M +$1.56M +34,155 +0.5%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$145M +$1.66M +36,296 +1%
State Street
4
State Street
Massachusetts
$131M -$3.24M -71,051 -2%
Amundi
5
Amundi
France
$119M +$21.1M +462,394 +20%
NI
6
Nuance Investments
Missouri
$79.1M +$2.78M +60,931 +3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$77.8M +$17.9M +393,016 +28%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$61.6M +$210K +4,613 +0.3%
First Trust Advisors
9
First Trust Advisors
Illinois
$59.3M -$1.66M -36,342 -3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$50M +$224K +4,913 +0.4%
Invesco
11
Invesco
Georgia
$41.3M +$2.61M +57,170 +6%
Morgan Stanley
12
Morgan Stanley
New York
$33.2M -$1.6M -35,091 -4%
Legal & General Group
13
Legal & General Group
United Kingdom
$33.1M +$164K +3,586 +0.5%
CIMLRA
14
CBRE Investment Management Listed Real Assets
Pennsylvania
$31.3M -$361K -7,918 -1%
Charles Schwab
15
Charles Schwab
California
$30.8M -$360K -7,887 -1%
Northern Trust
16
Northern Trust
Illinois
$26.5M -$1.99M -43,702 -7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$21.9M -$2.92M -63,967 -11%
KBC Group
18
KBC Group
Belgium
$19.4M
N
19
Nuveen
North Carolina
$19.1M +$2.22M +48,772 +12%
TIM
20
Triodos Investment Management
Netherlands
$18M -$3.6M -79,000 -16%
BBL
21
Beck Bode LLC
Massachusetts
$16.8M -$631K -13,843 -3%
Victory Capital Management
22
Victory Capital Management
Texas
$13.7M +$2.16M +47,365 +18%
Principal Financial Group
23
Principal Financial Group
Iowa
$12.3M -$168K -3,682 -1%
Raymond James Financial
24
Raymond James Financial
Florida
$12.2M -$748K -16,394 -5%
ECM
25
ExodusPoint Capital Management
New York
$10.3M +$10.9M +238,840 New