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California Water Service
CWT

337 hedge funds and large institutions have $2.32B invested in California Water Service in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 140 increasing their positions, 88 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 88

41% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 32

7% more capital invested

Capital invested by funds: $2.17B → $2.32B (+$153M)

2% more funds holding

Funds holding: 330 → 337 (+7)

1.93% more ownership

Funds ownership: 84.1% → 86.03% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

61% less call options, than puts

Call options by funds: $32K | Put options by funds: $82K

Holders
337
Holders Change
+7
Holders Change %
+2.12%
% of All Funds
4.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
45
Increased
140
Reduced
88
Closed
32
Calls
$32K
Puts
$82K
Net Calls
-$50K
Net Calls Change
-$3.2M

Top Buyers

1
Amundi
Amundi
France
+$32.8M
2
Morgan Stanley
Morgan Stanley
New York
+$15.8M
3
Marshall Wace
Marshall Wace
United Kingdom
+$11.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$9.33M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$7.93M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$18.2M
2
BlackRock
BlackRock
New York
-$16.7M
3
ECM
ExodusPoint Capital Management
New York
-$10.3M
4
NI
Nuance Investments
Missouri
-$9.94M
5
ACA
Aptus Capital Advisors
Alabama
-$7.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
201
Hutchinson Capital Management
California
$300K – – –
Neuberger Berman Group
202
Neuberger Berman Group
New York
$298K +$295K +6,573 New
X
203
Xponance
Pennsylvania
$295K +$79.5K +1,772 +37%
EM
204
ELCO Management
New York
$293K – – –
Holocene Advisors
205
Holocene Advisors
New York
$289K -$300K -6,677 -51%
TPWA
206
TRUE Private Wealth Advisors
Oregon
$281K – – –
US Bancorp
207
US Bancorp
Minnesota
$278K +$9.29K +207 +3%
LCM
208
Legato Capital Management
California
$277K – – –
MMPW
209
Mitchell McLeod Pugh & Williams
Alabama
$272K – – –
BA
210
Bridgewater Associates
Connecticut
$262K +$259K +5,771 New
JCM
211
Jacobi Capital Management
Pennsylvania
$258K +$1.3K +29 +0.5%
IWC
212
Integrated Wealth Concepts
Massachusetts
$257K +$254K +5,668 New
Lazard Asset Management
213
Lazard Asset Management
New York
$255K +$253K +5,630 New
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$244K +$20.2K +451 +9%
AWM
215
Aprio Wealth Management
Georgia
$239K +$237K +5,275 New
Russell Investments Group
216
Russell Investments Group
United Kingdom
$234K -$8.48K -189 -4%
WSC
217
Wellington Shields & Co
New York
$227K – – –
FRM
218
Fox Run Management
Connecticut
$225K +$219K +4,889 New
I
219
InceptionR
California
$224K +$222K +4,947 New
BWAM
220
Blue Water Asset Management
Michigan
$221K +$1.61K +36 +0.7%
LWP
221
LeClair Wealth Partners
Ohio
$221K +$219K +4,871 New
AIP
222
Ameritas Investment Partners
Nebraska
$220K – – –
CGH
223
Crossmark Global Holdings
Texas
$216K -$1.35K -30 -0.6%
HWM
224
Hohimer Wealth Management
Washington
$208K +$206K +4,588 New
API
225
Asset Planning Inc
California
$204K – – –
7 8
9
10 11

CWT Hedge Fund Activity: Q1 2026 in Review

337 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in California Water Service (CWT) for Q1 2026, worth a combined $2.32B — up 7% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new CWT positions and 32 closed out — a net gain of 13 holders — while 140 added to existing stakes and 88 trimmed.

The largest buyer was Amundi, adding an estimated $32.8M. The largest seller was Fidelity Investments, cutting an estimated $18.2M.

  • 337 institutional investors held California Water Service (CWT) as of Q1 2026, up from 330 in Q4 2025.
  • Funds reported $2.32B of California Water Service stock for Q1 2026, up 7% quarter-over-quarter.
  • 45 funds opened new California Water Service positions in Q1 2026 and 32 closed out, a net change of +13 holders.
  • The largest California Water Service buyer in Q1 2026 was Amundi, an estimated $32.8M added.
  • The largest California Water Service seller in Q1 2026 was Fidelity Investments, an estimated $18.2M sold.

Based on aggregated 13F filings for Q1 2026.