California Water Service GrpCWT

13F holders, Q4 2024 (December 31)
323holders −1
26new positions
37sold out
6famous investors
$45.31avg. 13F price*

At the end of Q4 2024, 323 institutions reported holding California Water Service Grp (CWT) in their 13F filings, down 1 from Q3 2024. 26 opened new positions and 37 sold out. The largest holders were BlackRock, Inc. ($506.2M), Vanguard Group Inc. ($340.6M) and State Street Corp. ($155.4M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
California Water Service Grp
CUSIP
130788102
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 274Q1 2024Q2 2024: 299Q2 2024Q3 2024: 324Q3 2024Q4 2024: 323Q4 2024Q1 2025: 330Q1 2025Q2 2025: 338Q2 2025Q3 2025: 337Q3 2025Q4 2025: 329Q4 2025Q1 2026: 339Q1 2026Q2 2026: 346Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions26$20.0M
Exits37$31.8M

All 13F filers, Q3 2024 → Q4 2024: 3,566,077 shares bought and 2,990,518 shares sold, net +575,559 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 323 holders

BlackRock, Inc. 0.01% Add +7.1% 11,166,807 $506.2M
Vanguard Group Inc. 0.01% Add +2.1% 7,514,709 $340.6M
State Street Corp. 0.01% Add +12.2% 3,427,803 $155.4M
T. Rowe Price Investment Management, Inc. 0.08% Reduce -10.8% 2,962,783 $134.3M
Amundi 0.03% Reduce -12.1% 1,909,039 $85.5M
First Trust Advisors LP 0.07% Add +5.0% 1,689,977 $76.6M
Nuance Investments, LLC 2.73% Reduce -8.8% 1,490,168 $67.5M
Geode Capital Management, LLC 0.00% Add +1.7% 1,360,158 $61.7M
Dimensional Fund Advisors LP 0.01% Reduce -0.8% 1,263,790 $57.3M
Northern Trust Corp. 0.01% Add +13.1% 979,138 $44.4M
Invesco Ltd. 0.01% Add +5.6% 928,148 $42.1M
Norges Bank 0.01% Add +48.8% 838,261 $38.0M
Morgan Stanley 0.00% Reduce -10.4% 793,698 $36.0M
Charles Schwab Investment Management Inc. 0.01% Add +1.6% 722,163 $32.7M
CBRE Investment Management Listed Real Assets LLC 0.52% Add +5.9% 648,406 $29.4M
Bank of New York Mellon Corp 0.01% Add +21.2% 634,179 $28.7M
KBC Group NV 0.08% Reduce -12.8% 626,296 $28.4M
Legal & General Group Plc 0.01% Reduce -1.5% 553,203 $25.1M
Goldman Sachs Group Inc. 0.00% Add +64.0% 529,276 $24.0M
Triodos Investment Management BV 1.81% Add +10.0% 493,000 $22.3M
Nuveen Asset Management, LLC 0.00% Add +5.1% 317,419 $14.4M
Qube Research & Technologies Ltd 0.02% Add +24.0% 310,241 $14.1M
JPMorgan Chase & Co. 0.00% Add +91.0% 308,704 $14.0M
Principal Financial Group Inc. 0.01% Add +4.1% 288,923 $13.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +20.0% 257,225 $11.7M
Rhumbline Advisers 0.01% Reduce -5.0% 195,876 $8.9M
Thematics Asset Management 0.37% No change 186,470 $8.5M
Victory Capital Management Inc. 0.01% Reduce -9.3% 182,713 $8.3M
ProShare Advisors LLC 0.02% Add +23.6% 182,201 $8.3M
Ameriprise Financial Inc. 0.00% Reduce -6.9% 149,767 $6.8M
Public Sector Pension Investment Board 0.03% Add +18.7% 148,136 $6.7M
UBS Group AG 0.00% Add +50.9% 141,091 $6.4M
Prudential Financial Inc. 0.01% Reduce -40.5% 136,249 $6.2M
Barclays PLC 0.00% Add +10.7% 132,405 $6.0M
CANADA LIFE ASSURANCE Co 0.01% Add +1.4% 129,765 $5.9M
Aptus Capital Advisors, LLC 0.07% Add +22.5% 124,978 $5.7M
Deutsche Bank AG 0.00% Add +16.3% 119,904 $5.4M
Swiss National Bank 0.00% Add +2.6% 115,700 $5.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +2.6% 112,180 $5.1M
Bank of America Corp. 0.00% Reduce -20.5% 107,360 $4.9M
Van Lanschot Kempen Investment Management N.V. 0.05% New 105,066 $4.8M
Raymond James Financial Inc. 0.00% — 103,771 $4.7M
Man Group plc 0.01% Add +102.1% 101,490 $4.6M
New Age Alpha Advisors, LLC 0.18% New 98,034 $4.4M
Citadel Advisors 0.00% Reduce -73.8% 97,792 $4.4M
Northstar Asset Management Inc. 1.13% Add +9.5% 94,843 $4.3M
American Century Companies Inc. 0.00% Reduce -39.6% 89,377 $4.1M
Thrivent Financial for Lutherans 0.01% Reduce -7.1% 87,115 $3.9M
Citigroup Inc. 0.00% Add +20.5% 87,016 $3.9M
Arjuna Capital 1.02% Add +23.6% 84,911 $3.8M
Cubist Systematic Strategies, LLC 0.06% Add +99.3% 80,318 $3.6M
Meiji Yasuda Asset Management Co Ltd. 0.14% Add +2.1% 79,539 $3.6M
Martingale Asset Management L P 0.08% Add +13.4% 76,799 $3.5M
Assenagon Asset Management S.A. 0.01% Reduce -72.0% 70,764 $3.2M
Maryland State Retirement & Pension System 0.07% Add +0.2% 69,336 $3.1M
Millennium Management 0.00% Reduce -55.1% 68,850 $3.1M
AQR Capital Management 0.00% Add +57.9% 65,560 $3.0M
Alliancebernstein L.P. 0.00% No change 63,714 $2.9M
Wells Fargo & Company 0.00% Add +8.6% 62,044 $2.8M
New York State Teachers Retirement System 0.01% No change 61,578 $2.8M
Franklin Resources Inc. 0.00% Add +4.4% 60,811 $2.8M
NFJ Investment Group, LLC 0.09% Reduce -1.7% 60,383 $2.7M
Trexquant Investment LP 0.03% Add +5.0% 58,231 $2.6M
Storebrand Asset Management As 0.01% Add +4.0% 57,549 $2.6M
Financial Counselors Inc. 0.04% Reduce -1.0% 55,805 $2.5M
California State Teachers Retirement System 0.00% Add +0.8% 55,060 $2.5M
T. Rowe Price Associates Inc. 0.00% Reduce -36.4% 55,017 $2.5M
Clear Harbor Asset Management, LLC 0.19% Reduce -5.0% 52,786 $2.4M
TD Asset Management Inc 0.00% Reduce -24.7% 47,346 $2.1M
Vontobel Holding Ltd. 0.01% Add +134.6% 47,155 $2.1M
Bridge City Capital, LLC 0.56% Add +5.4% 46,749 $2.1M
Envestnet Asset Management Inc. 0.00% Add +0.2% 46,747 $2.1M
Magellan Asset Management Ltd 0.02% Reduce -2.2% 46,248 $2.1M
Mercer Global Advisors Inc. 0.01% Reduce -9.8% 46,032 $2.1M
Renaissance Technologies 0.00% New 45,992 $2.1M
Macquarie Group Ltd. 0.00% Add +42.2% 44,710 $2.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +8.8% 43,531 $2.0M
Gabelli Funds LLC 0.01% No change 43,200 $2.0M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.23% Reduce -39.8% 42,875 $1.9M
State of New Jersey Common Pension Fund D 0.01% Add +10.6% 40,776 $1.8M
Algert Global LLC 0.04% Add +70.0% 39,207 $1.8M
State of Wisconsin Investment Board 0.00% Reduce -3.5% 38,374 $1.7M
Verition Fund Management LLC 0.01% Add +187.1% 38,183 $1.7M
NorthCoast Asset Management LLC 0.01% Reduce -5.4% 38,065 $1.7M
D. E. Shaw & Co. 0.00% Add +132.8% 37,197 $1.7M
Nia Impact Advisors, LLC 0.55% Reduce -1.1% 37,127 $1.7M
Duff & Phelps Investment Management Co. 0.02% Reduce -42.8% 36,335 $1.6M
Graham Capital Management, L.P. 0.08% Add +153.7% 35,666 $1.6M
MetLife Investment Management, LLC 0.01% Add +7.0% 35,292 $1.6M
CoreCommodity Management, LLC 0.31% Reduce -0.2% 35,233 $1.6M
Skandinaviska Enskilda Banken AB (publ) 0.01% New 34,639 $1.6M
State of Alaska, Department of Revenue 0.02% Add +0.7% 33,800 $1.5M
Illinois Municipal Retirement Fund 0.02% Add +5.2% 32,603 $1.5M
Corebridge Financial, Inc. 0.01% Reduce -4.6% 31,731 $1.4M
Susquehanna Fundamental Investments, LLC 0.02% — 31,397 $1.4M
Bank of Montreal 0.00% Reduce -7.3% 31,316 $1.4M
Mariner, LLC 0.00% Add +36.1% 31,276 $1.4M
SG Americas Securities, LLC 0.01% Add +205.5% 31,205 $1.4M
Ensign Peak Advisors, Inc 0.00% No change 31,064 $1.4M
Manufacturers Life Insurance Company, The 0.00% Reduce -1.7% 30,855 $1.4M

"% of holder's portfolio" is CWT's weight in each manager's 13F, not the share of California Water Service Grp the manager owns.

Show all 323 holders