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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
CSC
251
Caldwell Sutter Capital
California
$38.8K
BHWM
252
Beaird Harris Wealth Management
Texas
$38.3K
NB
253
NBT Bank
New York
$31.7K
Ohio Public Employees Retirement System (OPERS)
254
Ohio Public Employees Retirement System (OPERS)
Ohio
$30.5K +$1.31K +26 +4%
PB
255
Pinnacle Bancorp
Nebraska
$30.4K
DB
256
Danske Bank
Denmark
$27.2K -$70.7K -1,400 -70%
HI
257
Harbour Investments
Wisconsin
$27.2K
S
258
SignatureFD
Georgia
$25.2K +$4.29K +85 +18%
HCP
259
Hexagon Capital Partners
Arkansas
$25.2K +$1.51K +30 +6%
Jones Financial Companies
260
Jones Financial Companies
Missouri
$24.5K +$50 +1 +0.2%
TVWM
261
Tower View Wealth Management
Wisconsin
$23.6K +$151 +3 +0.6%
SAM
262
Smartleaf Asset Management
Massachusetts
$23K +$15.5K +308 +158%
Russell Investments Group
263
Russell Investments Group
United Kingdom
$20.7K -$5.71M -113,095 -100%
LFG
264
Larson Financial Group
Missouri
$20.1K +$606 +12 +3%
HPC
265
HM Payson & Co
Maine
$19K
WT
266
Washington Trust
Rhode Island
$18.1K
PAM
267
Parvin Asset Management
South Dakota
$18.1K +$20.2K +400 New
TWD
268
True Wealth Design
Ohio
$17.2K +$16.4K +325 +591%
IA
269
IFP Advisors
Florida
$16.5K +$505 +10 +3%
RA
270
Rise Advisors
New York
$16.2K +$101 +2 +0.6%
CAL
271
Capital Advisors Ltd
Ohio
$16K
EWA
272
EverSource Wealth Advisors
Alabama
$14.9K +$12.8K +254 +339%
PA
273
Parallel Advisors
California
$14.7K +$656 +13 +4%
CTC
274
Central Trust Company
Missouri
$13.8K
A
275
Allianz
Germany
$13.5K -$30.5K -605 -67%

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.