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California Water Service
CWT

Overview Fund Activity

331 hedge funds and large institutions have $2.29B invested in California Water Service in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 124 increasing their positions, 115 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+5
Holders Change %
+1.53%
% of All Funds
4.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
42
Increased
124
Reduced
115
Closed
31
Calls
$90K
Puts
$118K
Net Calls
-$28K
Net Calls Change
-$232K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$47.9M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$149M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.85M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$4.55M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$6.74M

Top Sellers

1
BlackRock
BlackRock
New York
$472M
2
NI
Nuance Investments
Missouri
$78.6M
3
Northern Trust
Northern Trust
Illinois
$32.4M
4
Goldman Sachs
Goldman Sachs
New York
$10.3M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$472M -$27.9M -613,299 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$335M -$316K -6,944 -0.1%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$149M +$11.2M +246,631 +8%
State Street
4
State Street
Massachusetts
$145M -$3.65M -80,198 -2%
Amundi
5
Amundi
France
$91.4M +$783K +16,346 +0.9%
NI
6
Nuance Investments
Missouri
$78.6M -$13.1M -288,896 -14%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$64.5M +$645K +14,183 +1%
First Trust Advisors
8
First Trust Advisors
Illinois
$61.2M -$4.33M -95,134 -7%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$52.7M -$2.07M -45,509 -4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$47.9M +$44.9M +988,111 +1,532%
Invesco
11
Invesco
Georgia
$41.9M -$2.93M -64,426 -7%
Morgan Stanley
12
Morgan Stanley
New York
$39.1M -$3.9M -85,852 -9%
CIMLRA
13
CBRE Investment Management Listed Real Assets
Pennsylvania
$34.2M +$2.34M +51,423 +7%
Charles Schwab
14
Charles Schwab
California
$33.1M +$531K +11,666 +2%
Northern Trust
15
Northern Trust
Illinois
$32.4M -$11.8M -259,095 -27%
Legal & General Group
16
Legal & General Group
United Kingdom
$32.1M +$2.05M +45,155 +7%
Norges Bank
17
Norges Bank
Norway
$30.8M +$30.8M +676,286 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$27.2M -$231K -5,085 -0.8%
KBC Group
19
KBC Group
Belgium
$25.6M -$28.5K -627 -0.1%
TIM
20
Triodos Investment Management
Netherlands
$22.4M – – –
NL
21
Nuveen LLC
North Carolina
$18.6M -$1.59M -34,903 -8%
BBL
22
Beck Bode LLC
Massachusetts
$18M +$1.39M +30,577 +8%
UBS AM
23
UBS AM
Illinois
$16M +$1.8M +39,646 +13%
Raymond James Financial
24
Raymond James Financial
Florida
$15.1M +$786K +17,277 +5%
Principal Financial Group
25
Principal Financial Group
Iowa
$13.4M -$45.2K -994 -0.3%
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