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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
AI
126
Atom Investors
Texas
$931K -$199K -3,943 -16%
Voloridge Investment Management
127
Voloridge Investment Management
Florida
$901K +$484K +9,581 +93%
CP
128
CenterBook Partners
Connecticut
$877K -$9.39K -186 -1%
AA
129
ALPS Advisors
Colorado
$831K +$135K +2,668 +17%
VOYA Investment Management
130
VOYA Investment Management
Georgia
$821K -$2.23M -44,124 -71%
VanEck Associates
131
VanEck Associates
New York
$809K +$98K +1,942 +12%
TRSOTSOK
132
Teachers Retirement System of the State of Kentucky
Kentucky
$800K
AB
133
Amalgamated Bank
New York
$787K +$2.68K +53 +0.3%
Fidelity Investments
134
Fidelity Investments
Massachusetts
$783K -$2.34M -46,355 -73%
ASRS
135
Arizona State Retirement System
Arizona
$774K +$22.1K +438 +3%
PAG
136
Private Advisor Group
New Jersey
$755K -$311K -6,156 -27%
State Board of Administration of Florida Retirement System
137
State Board of Administration of Florida Retirement System
Florida
$746K
MCM
138
Manchester Capital Management
Vermont
$675K +$959 +19 +0.1%
ET
139
Entropy Technologies
New York
$668K +$196K +3,887 +36%
Creative Planning
140
Creative Planning
Kansas
$642K -$47.1K -933 -6%
OPERF
141
Oregon Public Employees Retirement Fund
Oregon
$635K +$10.1K +200 +1%
Nisa Investment Advisors
142
Nisa Investment Advisors
Missouri
$634K +$8.33K +165 +1%
TI
143
Tidal Investments
Wisconsin
$630K -$286K -5,673 -29%
YIH
144
Y-Intercept (HK)
Hong Kong
$614K +$462K +9,151 +208%
FMTC
145
Farmers & Merchants Trust Company
California
$612K -$61.5K -1,218 -8%
Squarepoint
146
Squarepoint
New York
$602K +$671K +13,283 New
Stifel Financial
147
Stifel Financial
Missouri
$593K -$55.2K -1,093 -8%
CFD
148
Creative Financial Designs
Indiana
$574K +$31.6K +625 +5%
PFSRSONJ
149
Police & Firemen's Retirement System of New Jersey
New Jersey
$559K +$622K +12,323 New
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$554K +$19.3K +382 +3%

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.