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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
TWC
301
TD Waterhouse Canada
Ontario, Canada
$2.72K
HNB
302
Huntington National Bank
Ohio
$2.22K
PWMG
303
Private Wealth Management Group
New Jersey
$2.18K +$2.42K +48 New
DJSG
304
D.J. St. Germain
Massachusetts
$2.13K
HFS
305
Hantz Financial Services
Michigan
$2K
SIM
306
Synergy Investment Management
Florida
$1.9K +$2.12K +42 New
LC
307
Lindbrook Capital
California
$1.86K -$151 -3 -7%
FMII
308
Farmers & Merchants Investments Inc
Nebraska
$1.81K
VHAM
309
Van Hulzen Asset Management
California
$1.18K +$1.31K +26 New
BIA
310
Bell Investment Advisors
California
$1.04K
CAS
311
Coppell Advisory Solutions
Texas
$1K
FFA
312
Farther Finance Advisors
California
$907 -$909 -18 -47%
JWA
313
JFS Wealth Advisors
Pennsylvania
$907 -$404 -8 -29%
FGC
314
Financial Gravity Companies
Texas
$680 +$101 +2 +15%
HI
315
Horizon Investments
North Carolina
$675 +$757 +15 New
SIC
316
SJS Investment Consulting
Ohio
$363 -$50 -1 -11%
DPW
317
DiNuzzo Private Wealth
Pennsylvania
$272
AssetMark Inc
318
AssetMark Inc
California
$272 +$101 +2 +50%
AWM
319
Abound Wealth Management
Tennessee
$227
PFBT
320
Parkside Financial Bank & Trust
Missouri
$227 +$252 +5 New
WCM
321
WealthTrak Capital Management
Virginia
$227 +$252 +5 New
GFPC
322
Global Financial Private Client
Florida
$91 +$101 +2 New
DRZID
323
DePrince Race & Zollo Inc (DRZ)
Florida
-$14.5M -267,341 Closed
Jane Street
324
Jane Street
New York
-$3.83M -70,660 Closed
HF
325
HRT Financial
New York
-$2.42M -44,685 Closed

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.