We are live on ! Find out more
CWT icon

California Water Service

323 hedge funds and large institutions have $2.23B invested in California Water Service in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 129 increasing their positions, 99 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 99

5% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 39

0.25% more ownership

Funds ownership: 82.39%82.64% (+0.25%)

0% less funds holding

Funds holding: 324323 (-1)

15% less capital invested

Capital invested by funds: $2.63B → $2.23B (-$399M)

55% less call options, than puts

Call options by funds: $109K | Put options by funds: $244K

Holders
323
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
4.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
41
Increased
129
Reduced
99
Closed
39
Calls
$109K
Puts
$244K
Net Calls
-$135K
Net Calls Change
-$136K
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
226
Lazard Asset Management
New York
$148K -$11.7K -232 -7%
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$143K +$3.13K +62 +2%
QCG
228
Quadrant Capital Group
Ohio
$129K -$34.5K -684 -19%
GM
229
GeoWealth Management
Illinois
$124K +$138K +2,733 New
RIL
230
Rothschild Investment LLC
Illinois
$120K -$1.26K -25 -0.9%
GRP
231
Global Retirement Partners
California
$118K -$16K -317 -11%
OAM
232
Ostrum Asset Management
France
$105K +$76.3K +1,512 +187%
SOW
233
State of Wyoming
Wyoming
$104K +$66.7K +1,322 +136%
MEG
234
Millstone Evans Group
Colorado
$102K +$114K +2,250 New
PD
235
Point72 (DIFC)
United Arab Emirates
$97.9K +$97.8K +1,938 +877%
GIA
236
GHP Investment Advisors
Colorado
$91.3K
Federated Hermes
237
Federated Hermes
Pennsylvania
$89.3K +$21.5K +426 +28%
PFG
238
Putney Financial Group
California
$78K +$86.9K +1,722 New
JGIA
239
Jackson Grant Investment Advisers
Connecticut
$75.3K
SN
240
Sittner & Nelson
Oregon
$73.4K
NIMI
241
Natixis Investment Managers International
France
$66.5K
SAM
242
Shell Asset Management
Netherlands
$66K
SCM
243
Sterling Capital Management
North Carolina
$65K +$64.3K +1,273 +786%
BC
244
Broadwater Capital
Massachusetts
$63.5K -$28.3K -560 -29%
WTC
245
WhitTier Trust Company
Nevada
$56.3K
PWM
246
Parkworth Wealth Management
California
$50.5K +$56.2K +1,114 New
BF
247
BOK Financial
Oklahoma
$47K +$5.05K +100 +10%
KLWA
248
Kelly Lawrence W & Associates
California
$45.3K
GI
249
GAMMA Investing
California
$44.5K -$12.8K -254 -21%
CAM
250
Clarity Asset Management
Iowa
$38.8K +$202 +4 +0.5%

CWT Hedge Fund Activity: Q4 2024 in Review

323 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in California Water Service (CWT) for Q4 2024, worth a combined $2.23B — down 15% from $2.63B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CWT positions and 39 closed out — a net gain of 2 holders — while 129 added to existing stakes and 99 trimmed.

The largest buyer was BlackRock, adding an estimated $37.4M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $18.1M.

  • 323 institutional investors held California Water Service (CWT) as of Q4 2024, down from 324 in Q3 2024.
  • Funds reported $2.23B of California Water Service stock for Q4 2024, down 15% quarter-over-quarter.
  • 41 funds opened new California Water Service positions in Q4 2024 and 39 closed out, a net change of +2 holders.
  • The largest California Water Service buyer in Q4 2024 was BlackRock, an estimated $37.4M added.
  • The largest California Water Service seller in Q4 2024 was T. Rowe Price Investment Management, an estimated $18.1M sold.

Based on aggregated 13F filings for Q4 2024.