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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
ECM
326
ExodusPoint Capital Management
New York
-$2.34M -43,127 Closed
CT
327
ClearAlpha Technologies
Connecticut
-$1M -18,461 Closed
IAIM
328
International Assets Investment Management
Florida
-$262 -14,206 Closed
Balyasny Asset Management
329
Balyasny Asset Management
Illinois
-$734K -13,546 Closed
BGIM
330
Brandywine Global Investment Management
Pennsylvania
-$633K -11,900 Closed
SPA
331
Sherbrooke Park Advisers
New York
-$595K -10,975 Closed
EP
332
Edgestream Partners
New Jersey
-$590K -10,876 Closed
Holocene Advisors
333
Holocene Advisors
New York
-$528K -9,732 Closed
FRM
334
Fox Run Management
Connecticut
-$491K -9,059 Closed
DTL
335
Dynamic Technology Lab
Singapore
-$420K -7,749 Closed
MM
336
MQS Management
New York
-$417K -7,683 Closed
Janney Montgomery Scott
337
Janney Montgomery Scott
Pennsylvania
-$344K -6,348 Closed
SM
338
Sciencast Management
New Jersey
-$337K -6,220 Closed
JAM
339
Jupiter Asset Management
United Kingdom
-$317K -5,838 Closed
GT
340
Glenmede Trust
Pennsylvania
-$273K -5,026 Closed
BA
341
Bristlecone Advisors
Washington
-$271K -4,995 Closed
Cambridge Investment Research Advisors
342
Cambridge Investment Research Advisors
Iowa
-$245K -4,518 Closed
FTDI
343
First Trust Direct Indexing
Massachusetts
-$241K -4,441 Closed
VPIM
344
Vanguard Personalized Indexing Management
California
-$219K -4,035 Closed
DIM
345
Delta Investment Management
California
-$217K -4,000 Closed
PF
346
Phoenix Financial
Israel
-$216K -3,974 Closed
BFO
347
Boston Family Office
Massachusetts
-$210K -3,865 Closed
X
348
Xponance
Pennsylvania
-$204K -3,755 Closed
OPA
349
Old Port Advisors
Maine
-$202K -3,733 Closed
KC
350
Kepos Capital
New York
-$195K -3,605 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.