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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
DFCM
151
Dark Forest Capital Management
Puerto Rico
$550K +$612K +12,127 New
KK
152
KLP Kapitalforvaltning
Norway
$548K +$611K +12,100 New
Cetera Investment Advisers
153
Cetera Investment Advisers
Illinois
$548K -$2.68K -53 -0.4%
LCM
154
Legato Capital Management
California
$545K
Pictet Asset Management
155
Pictet Asset Management
Switzerland
$539K +$134K +2,654 +29%
AF
156
Allworth Financial
California
$534K +$23.3K +461 +4%
CC
157
Centiva Capital
New York
$524K -$217K -4,301 -27%
CYG
158
Clean Yield Group
Vermont
$521K
SFG
159
Sovereign Financial Group
Connecticut
$508K -$26.7K -528 -4%
Natixis Advisors
160
Natixis Advisors
Massachusetts
$498K -$6.11K -121 -1%
Wealth Enhancement Advisory Services
161
Wealth Enhancement Advisory Services
Minnesota
$477K +$229K +4,542 +76%
HSBC Holdings
162
HSBC Holdings
United Kingdom
$476K +$8.03K +159 +2%
DZ Bank
163
DZ Bank
Germany
$446K -$298K -5,900 -38%
Daiwa Securities Group
164
Daiwa Securities Group
Japan
$440K +$55.2K +1,093 +13%
Mackenzie Financial
165
Mackenzie Financial
Ontario, Canada
$436K +$287K +5,684 +144%
DADC
166
D.A. Davidson & Co
Montana
$433K -$8.38K -166 -2%
Corient Private Wealth
167
Corient Private Wealth
Florida
$427K +$16.5K +327 +4%
Cerity Partners
168
Cerity Partners
New York
$415K -$131K -2,590 -23%
MOACM
169
Mutual of America Capital Management
New York
$408K +$8.08K +160 +2%
Pathstone Holdings
170
Pathstone Holdings
New Jersey
$406K -$52.5K -1,039 -10%
Allspring Global Investments
171
Allspring Global Investments
North Carolina
$403K -$2.07M -40,965 -82%
CIC
172
Cornercap Investment Counsel
Georgia
$390K
GAA
173
Green Alpha Advisors
Colorado
$389K -$27.1K -537 -6%
Connor, Clark & Lunn Investment Management (CC&L)
174
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$373K -$1M -19,812 -71%
I
175
InceptionR
California
$367K -$203K -4,013 -33%

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.