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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
CSS
51
Cubist Systematic Strategies
Connecticut
$3.64M +$2.02M +40,008 +99%
MYAM
52
Meiji Yasuda Asset Management
Japan
$3.61M +$84.3K +1,670 +2%
MAM
53
Martingale Asset Management
Massachusetts
$3.48M +$459K +9,088 +13%
Assenagon Asset Management
54
Assenagon Asset Management
Luxembourg
$3.21M -$9.19M -182,069 -72%
MSRPS
55
Maryland State Retirement & Pension System
Maryland
$3.14M +$8.23K +163 +0.2%
Millennium Management
56
Millennium Management
New York
$3.12M -$4.27M -84,544 -55%
AQR Capital Management
57
AQR Capital Management
Connecticut
$2.97M +$1.21M +24,031 +58%
AllianceBernstein
58
AllianceBernstein
Tennessee
$2.89M
Wells Fargo
59
Wells Fargo
California
$2.81M +$248K +4,903 +9%
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$2.79M
Franklin Resources
61
Franklin Resources
California
$2.76M +$129K +2,553 +4%
NIG
62
NFJ Investment Group
Texas
$2.74M -$53.1K -1,052 -2%
TI
63
Trexquant Investment
Connecticut
$2.64M +$140K +2,781 +5%
SAM
64
Storebrand Asset Management
Norway
$2.61M +$111K +2,204 +4%
FCI
65
Financial Counselors Inc
Kansas
$2.53M -$28K -555 -1%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$2.5M +$21.1K +418 +0.8%
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$2.49M -$1.59M -31,421 -36%
CHAM
68
Clear Harbor Asset Management
Connecticut
$2.39M -$139K -2,760 -5%
TD Asset Management
69
TD Asset Management
Ontario, Canada
$2.15M -$786K -15,564 -25%
Vontobel Holding
70
Vontobel Holding
Switzerland
$2.14M +$1.37M +27,058 +135%
BCC
71
Bridge City Capital
Oregon
$2.12M +$121K +2,404 +5%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$2.12M +$5.1K +101 +0.2%
MAM
73
Magellan Asset Management
Australia
$2.1M -$53.5K -1,059 -2%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$2.09M -$252K -4,991 -10%
Renaissance Technologies
75
Renaissance Technologies
New York
$2.08M +$2.32M +45,992 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.