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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
PMAM
176
Penn Mutual Asset Management
Pennsylvania
$365K +$184K +3,650 +83%
CWA
177
Canvas Wealth Advisors
Kansas
$358K +$111K +2,196 +38%
II
178
IFM Investors
Australia
$358K +$12.5K +248 +3%
Public Employees Retirement Association of Colorado
179
Public Employees Retirement Association of Colorado
Colorado
$351K
ECM
180
Everence Capital Management
Indiana
$348K -$350K -6,930 -47%
BC
181
Blackhill Capital
New Jersey
$345K
SIS
182
Sound Income Strategies
Florida
$327K
GLF
183
Groupe la Francaise
France
$327K +$364K +7,204 New
TPWA
184
TRUE Private Wealth Advisors
Oregon
$326K
SDIC
185
South Dakota Investment Council
South Dakota
$318K
KWA
186
Kingswood Wealth Advisors
California
$314K +$350K +6,925 New
BHCM
187
Brevan Howard Capital Management
Jersey
$306K +$99K +1,961 +41%
JCM
188
Jacobi Capital Management
Pennsylvania
$303K +$2.37K +47 +0.7%
MCM
189
Maple Capital Management
Vermont
$302K +$337K +6,667 New
PI
190
PFG Investments
New York
$302K -$25.1K -498 -7%
HCM
191
Hutchinson Capital Management
California
$300K -$50 -1 -0%
WA
192
Wealth Architects
California
$298K -$454 -9 -0.1%
EI
193
Ethic Inc
New York
$297K +$71.9K +1,425 +28%
EM
194
ELCO Management
New York
$297K -$47.9K -949 -13%
TC
195
TwinBeech Capital
New York
$295K -$3.31M -65,663 -91%
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$295K -$11.7K -231 -3%
Los Angeles Capital Management
197
Los Angeles Capital Management
California
$284K -$34.8K -690 -10%
AIP
198
Ameritas Investment Partners
Nebraska
$283K +$23.4K +464 +8%
Allianz Asset Management
199
Allianz Asset Management
Germany
$277K -$227K -4,500 -42%
VI
200
Vestcor Inc
New Brunswick, Canada
$274K +$305K +6,038 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.