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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
CCA
276
Catalyst Capital Advisors
New York
$13.5K +$656 +13 +5%
Bessemer Group
277
Bessemer Group
New Jersey
$13K +$2.22K +44 +18%
Northwestern Mutual Wealth Management
278
Northwestern Mutual Wealth Management
Wisconsin
$11.8K
BTI
279
Blue Trust Inc
Georgia
$10.1K -$14.2K -282 -56%
DWM
280
Darwin Wealth Management
Florida
$9.84K
AF
281
Advisornet Financial
Minnesota
$9.16K
MCM
282
MAI Capital Management
Ohio
$9.07K +$10.1K +200 New
Mitsubishi UFJ Asset Management
283
Mitsubishi UFJ Asset Management
Japan
$6.36K
BL
284
BFSG LLC
California
$6.17K -$454 -9 -6%
HWM
285
Hemington Wealth Management
Virginia
$6K +$50 +1 +0.7%
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$5.94K -$404 -8 -6%
HIM
287
Hillsdale Investment Management
Ontario, Canada
$5.89K +$1.01K +20 +18%
PS
288
Principal Securities
Iowa
$5.21K +$606 +12 +12%
CIAM
289
Caitong International Asset Management
Hong Kong
$4.71K +$5.25K +104 New
MA
290
MCF Advisors
Kentucky
$4.53K
LFA
291
LGT Financial Advisors
Texas
$4.4K -$2.42K -48 -33%
VWM
292
Venturi Wealth Management
Texas
$4.08K +$4.54K +90 New
UB
293
UMB Bank
Missouri
$3.9K -$2.42K -48 -36%
VCM
294
Versant Capital Management
Arizona
$3.63K -$959 -19 -19%
SS
295
SBI Securities
Japan
$3.58K +$3.99K +79 New
MPWT
296
MassMutual Private Wealth & Trust
Connecticut
$3.35K +$50 +1 +1%
AAP
297
Arax Advisory Partners
Colorado
$3.22K -$9.24K -183 -72%
CIBC Private Wealth Group
298
CIBC Private Wealth Group
Georgia
$3.16K
RI
299
Ridgewood Investments
New Jersey
$2.99K
SO
300
Sierra Ocean
California
$2.81K +$3.13K +62 New

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.