Skip to main content

California Water Service Group

CWT
Exchange
NYSE
Industry
Water Supply
SEC CIK
0001035201

In the last 90 days, California Water Service Group insiders filed 0 open-market purchases and 2 sales; 346 institutions reported holding it in 13F filings for Q2 2026, worth $2.69B in total; no superinvestor holds it.

Q4 2023 vs. Q3 2023

How the institutions holding California Water Service Group changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of CWT: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders2733285+15
Shares47.8M10.3K47.7M−89.7K (−0.2%)
Value$2.26B$484.5K$2.47B+$211.4M (+9.3%)

3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (43)

Institutions that held California Water Service Group at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to CWT in Q4 2023
InstitutionSharesValue% of portfolio
Susquehanna Portfolio Strategies, LLC27,713$1.44M0.03%
Twinbeech Capital LP25,181$1.31M0.02%
HRT Financial LP21,863$1.13M0.01%
Occudo Quantitative Strategies LP20,702$1.07M0.15%
Engineers Gate Manager LP18,151$941.5K0.03%
Pathstone Holdings, LLC10,869$563.8K0.00%
Lido Advisors, LLC7,284$377.8K0.00%
Kingswood Wealth Advisors, LLC6,925$359.2K0.04%
Integrated Wealth Concepts LLC6,854$355.5K0.01%
Aquatic Capital Management LLC6,700$348.0K0.01%
Cubist Systematic Strategies, LLC4,474$232.1K0.00%
Sonen Capital LLC4,451$230.9K0.44%
Cetera Investment Advisers4,135$214.5K0.00%
CIBC Asset Management Inc4,111$213.2K0.00%
Atom Investors LP4,092$212.3K0.04%
Neuberger Berman Group LLC4,016$208.3K0.00%
Stewart & Patten Co LLC4,000$207.5K0.03%
Delta Investment Management, LLC4,000$207.5K0.05%
Old Port Advisors3,909$202.8K0.07%
Boston Family Office LLC3,865$200.0K0.02%
Broadwater Capital Management LLC3,640$188.8K0.15%
Rothschild Investment LLC2,599$134.8K0.01%
Point72 Europe (London) LLP1,870$97.0K0.01%
EntryPoint Capital, LLC932$48.3K0.05%
Clarity Asset Management, Inc.773$40.1K0.03%
Harbour Investments, Inc.600$31.1K0.00%
GAMMA Investing LLC435$19.7K0.01%
Johnson Financial Group, Inc.252$13.1K0.00%
Private Ocean, LLC150$7.78K0.00%
BFSG, LLC145$7.52K0.00%
VitalStone Financial, LLC136$7.00K0.01%
Bare Financial Services, Inc130$6.74K0.01%
Coppell Advisory Solutions LLC112$5.81K0.00%
DecisionPoint Financial, LLC85$4.41K0.00%
Principal Securities, Inc.57$2.96K0.00%
Oakworth Capital, Inc.40$2.08K0.00%
Custom Portfolio Group LLC25$1.30K0.00%
Simplex Trading, LLC21$1.00K0.00%
Proequities, Inc.11$5700.00%
Foster Dykema Cabot & Partners, LLC7$3630.00%
Castleview Partners, LLC6$3110.00%
DiNuzzo Private Wealth, Inc.5$2600.00%
Gradient Investments LLC5$2590.00%

Sold out (28)

Institutions that held California Water Service Group at the end of Q3 2023 and filed for Q4 2023 without it.

Not filed for Q4 2023 yet (3)

Institutions that held California Water Service Group at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CWT in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Pathstone Family Office, LLC9,630$455.6K
Column Capital Advisors, LLC611$28.9K
Steward Financial Group LLC13$0