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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
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$8.88M -$521K -10,313 -5%
TAM
27
Thematics Asset Management
France
$8.45M
Victory Capital Management
28
Victory Capital Management
Texas
$8.28M -$947K -18,758 -9%
ProShare Advisors
29
ProShare Advisors
Maryland
$8.26M +$1.76M +34,831 +24%
Ameriprise
30
Ameriprise
Minnesota
$6.79M -$560K -11,100 -7%
Public Sector Pension Investment Board (PSP Investments)
31
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.72M +$1.18M +23,320 +19%
UBS Group
32
UBS Group
Switzerland
$6.4M +$2.4M +47,593 +51%
Prudential Financial
33
Prudential Financial
New Jersey
$6.18M -$4.67M -92,550 -40%
Barclays
34
Barclays
United Kingdom
$6M +$644K +12,760 +11%
Canada Life
35
Canada Life
Manitoba, Canada
$5.88M +$87.4K +1,731 +1%
ACA
36
Aptus Capital Advisors
Alabama
$5.67M +$1.16M +22,937 +22%
Deutsche Bank
37
Deutsche Bank
Germany
$5.44M +$847K +16,786 +16%
Swiss National Bank
38
Swiss National Bank
Switzerland
$5.24M +$146K +2,900 +3%
COPPSERS
39
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.09M +$144K +2,851 +3%
Bank of America
40
Bank of America
North Carolina
$4.87M -$1.4M -27,648 -20%
VLKIM
41
Van Lanschot Kempen Investment Management
Netherlands
$4.76M +$5.3M +105,066 New
Raymond James Financial
42
Raymond James Financial
Florida
$4.7M +$5.24M +103,771 New
Man Group
43
Man Group
United Kingdom
$4.6M +$2.59M +51,283 +102%
NAAA
44
New Age Alpha Advisors
New York
$4.44M +$4.95M +98,034 New
Citadel Advisors
45
Citadel Advisors
Florida
$4.43M -$13.9M -275,994 -74%
NAMM
46
NorthStar Asset Management (Massachusetts)
Massachusetts
$4.3M +$417K +8,263 +10%
American Century Companies
47
American Century Companies
Missouri
$4.05M -$2.96M -58,556 -40%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$3.95M -$336K -6,654 -7%
Citigroup
49
Citigroup
New York
$3.94M +$748K +14,809 +21%
AC
50
Arjuna Capital
North Carolina
$3.85M +$820K +16,235 +24%

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.