California Water Service Group

CWT

Exchange: NYSE
Industry: Water Supply
SEC CIK: 0001035201

SEC filings (opens in a new tab)

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 2024 vs. Q3 2024

How the institutions holding California Water Service Group changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of CWT: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	324	3	323	+2
Shares	48.5M	58.4K	49.1M	+732.0K (+1.5%)
Value	$2.63B	$3.17M	$2.23B	−$396.5M (−15.1%)

3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (41)

Institutions that held California Water Service Group at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to CWT in Q4 2024
Institution	Shares	Value	% of portfolio
Kempen Capital Management N.V.	105,066	$4.76M	0.05%
Raymond James Financial Inc	103,771	$4.70M	0.00%
New Age Alpha Advisors, LLC	98,034	$4.44M	0.18%
Renaissance Technologies LLC	45,992	$2.08M	0.00%
Skandinaviska Enskilda Banken AB (publ)	34,639	$1.58M	0.01%
Susquehanna Fundamental Investments, LLC	31,397	$1.42M	0.02%
Tudor Investment Corp Et Al	29,639	$1.34M	0.01%
Jennison Associates LLC	27,609	$1.25M	0.00%
First National Corp	22,197	$1.01M	0.23%
Squarepoint Ops LLC	13,283	$602.1K	0.00%
Police & Firemen's Retirement System of New Jersey	12,323	$558.6K	0.01%
Dark Forest Capital Management LP	12,127	$549.7K	0.08%
KLP Kapitalforvaltning AS	12,100	$548.5K	0.00%
Groupe la Francaise	7,204	$326.6K	0.01%
Kingswood Wealth Advisors, LLC	6,925	$313.9K	0.02%
Maple Capital Management, Inc.	6,667	$302.2K	0.02%
Vestcor Inc	6,038	$274.0K	0.01%
CIBC World Markets Corp	5,578	$252.9K	0.00%
Ballentine Partners, LLC	5,153	$233.6K	0.00%
Atria Wealth Solutions, Inc.	5,067	$229.7K	0.00%
EntryPoint Capital, LLC	4,853	$220.0K	0.09%
Asset Planning,Inc	4,500	$204.0K	0.16%
Ieq Capital, LLC	4,467	$202.5K	0.00%
Virtu Financial LLC	4,423	$200.0K	0.01%
GeoWealth Management, LLC	2,733	$123.9K	0.00%
Millstone Evans Group, LLC	2,250	$102.0K	0.07%
Putney Financial Group LLC	1,722	$78.0K	0.07%
Parkworth Wealth Management, Inc.	1,114	$50.5K	0.04%
Parvin Asset Management, LLC	400	$18.1K	0.02%
MAI Capital Management	200	$9.07K	0.00%
Caitong International Asset Management Co., Ltd	104	$4.71K	0.00%
Venturi Wealth Management, LLC	90	$4.08K	0.00%
SBI Securities Co., Ltd.	79	$3.58K	0.00%
Sierra Ocean, LLC	62	$2.81K	0.00%
Private Wealth Management Group, LLC	48	$2.18K	0.00%
Synergy Investment Management, LLC	42	$1.90K	0.00%
Van Hulzen Asset Management, LLC	26	$1.18K	0.00%
Horizon Investments, LLC	15	$675	0.00%
Parkside Financial Bank & Trust	5	$227	0.00%
WealthTrak Capital Management LLC	5	$227	0.00%
Global Financial Private Client, LLC	2	$91	0.00%

Sold out (39)

Institutions that held California Water Service Group at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of CWT in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Deprince Race & Zollo Inc	267,341	$14.5M
Jane Street Group, LLC	70,660	$3.83M
HRT Financial LP	44,685	$2.42M
ExodusPoint Capital Management, LP	43,127	$2.34M
ClearAlpha Technologies LP	18,461	$1.00M
Balyasny Asset Management LLC	13,546	$734.5K
Brandywine Global Investment Management, LLC	11,900	$633.3K
Sherbrooke Park Advisers LLC	10,975	$595.1K
Edgestream Partners, L.P.	10,876	$589.7K
Holocene Advisors, LP	9,732	$527.7K
Fox Run Management, L.L.C.	9,059	$491.2K
Dynamic Technology Lab Private Ltd	7,749	$420.0K
MQS Management LLC	7,683	$416.6K
Janney Montgomery Scott LLC	6,348	$344.0K
Sciencast Management LP	6,220	$337.2K
Jupiter Asset Management Ltd	5,838	$316.5K
Glenmede Trust Co NA	5,026	$272.5K
Bristlecone Advisors, LLC	4,995	$270.8K
International Assets Investment Management, LLC	14,206	$262.0K
Cambridge Investment Research Advisors, Inc.	4,518	$245.0K
Veriti Management LLC	4,441	$240.8K
JustInvest LLC	4,035	$218.8K
Delta Investment Management, LLC	4,000	$216.9K
Phoenix Holdings Ltd.	3,974	$215.9K
Boston Family Office LLC	3,865	$210.0K
Xponance, Inc.	3,755	$203.6K
Old Port Advisors	3,733	$202.4K
Kepos Capital LP	3,605	$195.0K
nVerses Capital, LLC	2,200	$119.3K
Millburn Ridgefield Corp	284	$15.4K
Capital Performance Advisors LLP	273	$14.8K
Catalyst Funds Management Pty Ltd	200	$10.8K
Leonteq Securities AG	144	$7.81K
First Pacific Financial	125	$6.78K
Continuum Advisory, LLC	102	$5.12K
North Star Investment Management Corp.	93	$5.07K
Quantbot Technologies LP	80	$4.34K
Mendota Financial Group, LLC	5	$272
Claris Advisors, LLC	2	$108

Not filed for Q4 2024 yet (3)

Institutions that held California Water Service Group at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CWT in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Raymond James & Associates	55,973	$3.03M
FinTrust Capital Advisors, LLC	1,616	$87.6K
Banque Cantonale Vaudoise	785	$43.0K