CALIFORNIA WATER SERVICE GROUP hedge fund holdings
CWTNYSE$45.96+0.91 (+2.02%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
CWT · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+3.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 107 | 93 | $136M | $128M | 313 | Aug 14, 2025 |
| Q3 2025 | 104 | 87 | $117M | $79.2M | 317 | Nov 14, 2025 |
| Q4 2025 | 80 | 119 | $112M | $110M | 313 | Feb 14, 2026 |
| Q1 2026 | 119 | 77 | $124M | $142M | 324 | May 15, 2026 |
| Q2 2026 | 123 | 96 | $307M | $145M | 327 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
327 filersNew position
38$163M+3.35M sh
Increased
85$144M+2.96M sh
Reduced
63-$78.5M-1.61M sh
Out / sold
33-$66.4M-1.36M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| ATLAS Infrastructure Partners (UK) Ltd. | New Buy | +$96.6M | $96.6M | 2.93% | Aug 14, 2026 |
| Nomura Asset Management International Inc. | New Buy | +$36.4M | $36.4M | 0.05% | Aug 14, 2026 |
| Cbre Investment Management Listed Real Assets LLC | Sell 100% | -$29.4M | $0 | 0.00% | Aug 14, 2026 |
| Nuance Investments, LLC | Reduce 31.66% | -$24.7M | $53.3M | 9.07% | Aug 7, 2026 |
| T. Rowe Price Investment Management, Inc. | Added 2.89% | +$4.81M | $171M | 0.11% | Aug 14, 2026 |
| Duff & Phelps Investment Management Co | Added 115.23% | +$4.77M | $8.91M | 0.08% | Aug 13, 2026 |
| Sagefield Capital LP | New Buy | +$4.2M | $4.2M | 0.31% | Aug 14, 2026 |
| Triodos Investment Management BV | Added 19.08% | +$3.84M | $24M | 1.46% | Jul 29, 2026 |
| Nordea Investment Management AB | New Buy | +$2.73M | $2.73M | 0.00% | Aug 5, 2026 |
| First Trust Advisors LP | Reduce 4.00% | -$2.63M | $63.2M | 0.04% | Aug 11, 2026 |
| Nia Impact Advisors, LLC | Added 139.00% | +$2.43M | $4.18M | 1.73% | Aug 3, 2026 |
| Ilex Capital Partners (UK) LLP | New Buy | +$2.18M | $2.18M | 0.04% | Aug 14, 2026 |
| Wedge Capital Management L L P | Added 75.96% | +$1.65M | $3.81M | 0.06% | Jul 10, 2026 |
| Capital Fund Management S.A. | Added 70.83% | +$1.29M | $3.1M | 0.01% | Aug 13, 2026 |
| Canada Pension Plan Investment Board | Reduce 78.90% | -$1.26M | $336K | 0.00% | Aug 14, 2026 |
| Rodgers Brothers Inc. | Reduce 49.88% | -$1.21M | $1.22M | 0.12% | Aug 5, 2026 |
| Dockside LLC | New Buy | +$1.15M | $1.15M | 0.27% | Aug 3, 2026 |
| SEB Asset Management AB | New Buy | +$1.15M | $1.15M | 0.00% | Aug 4, 2026 |
| Voloridge Investment Management, LLC | Sell 100% | -$1.14M | $0 | 0.00% | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | Sell 100% | -$978K | $0 | 0.00% | Aug 3, 2026 |
| Kennedy Capital Management LLC | Added 62.54% | +$967K | $2.51M | 0.04% | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | Reduce 39.90% | -$945K | $1.42M | 0.00% | Aug 4, 2026 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | Reduce 35.33% | -$891K | $1.63M | 0.05% | Jul 23, 2026 |
| Healthcare of Ontario Pension Plan Trust Fund | Sell 100% | -$747K | $0 | 0.00% | Aug 13, 2026 |
| Abacus Wealth Partners, LLC | Sell 100% | -$743K | $0 | 0.00% | Jul 22, 2026 |
| Beck Bode, LLC | Added 3.64% | +$729K | $20.8M | 3.14% | Aug 13, 2026 |
| CoreCommodity Management, LLC | Added 47.54% | +$661K | $2.05M | 0.41% | Aug 14, 2026 |
| CenterBook Partners LP | Reduce 61.58% | -$622K | $388K | 0.02% | Aug 11, 2026 |
| Tidal Investments LLC | Sell 100% | -$609K | $0 | 0.00% | Aug 13, 2026 |
| Kornitzer Capital Management Inc | Added 29.41% | +$608K | $2.68M | 0.06% | Jul 31, 2026 |
| Northstar Asset Management Inc | Reduce 19.65% | -$573K | $2.34M | 0.69% | Jul 28, 2026 |
| Freestone Grove Partners LP | Added 55.67% | +$556K | $1.55M | 0.01% | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | Added 11.39% | +$523K | $5.12M | 0.01% | Aug 13, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | Reduce 7.90% | -$515K | $6.01M | 0.27% | Aug 13, 2026 |
| State of Alaska, Department of Revenue | Reduce 31.08% | -$471K | $1.05M | 0.01% | Jul 20, 2026 |
| Jain Global LLC | New Buy | +$405K | $405K | 0.00% | Aug 14, 2026 |
| Catalyst Funds Management Pty Ltd | New Buy | +$388K | $388K | 0.02% | Aug 10, 2026 |
| Public Sector Pension Investment Board | Reduce 3.53% | -$366K | $10M | 0.03% | Aug 13, 2026 |
| Summit Securities Group LLC | New Buy | +$347K | $347K | 0.03% | Aug 3, 2026 |
| Macquarie Group Ltd | Reduce 12.79% | -$333K | $2.27M | 0.01% | Aug 14, 2026 |
| Quantinno Capital Management LP | Added 45.74% | +$331K | $1.06M | 0.00% | Aug 13, 2026 |
| nVerses Capital, LLC | New Buy | +$295K | $295K | 0.45% | Aug 4, 2026 |
| Holocene Advisors, LP | Sell 100% | -$289K | $0 | 0.00% | Aug 14, 2026 |
| Canvas Wealth Advisors, LLC | Reduce 24.51% | -$270K | $831K | 0.12% | Jul 10, 2026 |
| Sequoia Financial Advisors, LLC | New Buy | +$270K | $270K | 0.00% | Jul 17, 2026 |
| Bridgewater Associates, LP | Sell 100% | -$262K | $0 | 0.00% | Aug 14, 2026 |
| Aprio Wealth Management, LLC | Sell 100% | -$239K | $0 | 0.00% | Jul 24, 2026 |
| Mission Wealth Management, LP | New Buy | +$227K | $227K | 0.00% | Jul 20, 2026 |
| Fox Run Management, L.L.C. | Added 95.05% | +$226K | $464K | 0.08% | Aug 4, 2026 |
| Great Valley Advisor Group, Inc. | New Buy | +$206K | $206K | 0.00% | Aug 10, 2026 |
| Virtue Capital Management, LLC | Reduce 23.61% | -$202K | $653K | 0.09% | Aug 5, 2026 |
| New Age Alpha Advisors, LLC | Sell 100% | -$195K | $0 | 0.00% | Aug 13, 2026 |
| Elo Mutual Pension Insurance Co | Reduce 12.43% | -$158K | $1.11M | 0.01% | Aug 13, 2026 |
| Maryland State Retirement & Pension System | Added 5.00% | +$150K | $3.16M | 0.05% | Jul 30, 2026 |
| KLP Kapitalforvaltning As | Added 17.61% | +$122K | $812K | 0.00% | Aug 12, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | Added 9.68% | +$114K | $1.29M | 0.08% | Jul 31, 2026 |
| Storebrand Asset Management As | Added 3.84% | +$91.9K | $2.48M | 0.01% | Aug 12, 2026 |
| Ethic Inc. | Reduce 11.91% | -$83.8K | $620K | 0.01% | Jul 29, 2026 |
| Inceptionr LLC | Added 29.96% | +$72.1K | $313K | 0.08% | Aug 11, 2026 |
| Baird Financial Group, Inc. | Reduce 17.89% | -$68.9K | $316K | 0.00% | Aug 12, 2026 |
| Crawford Investment Counsel Inc | Reduce 1.36% | -$68.1K | $4.94M | 0.08% | Aug 14, 2026 |
| Exchange Traded Concepts, LLC | Added 2.42% | +$62.1K | $2.63M | 0.01% | Aug 11, 2026 |
| Van Eck Associates Corp | Added 4.86% | +$57.1K | $1.23M | 0.00% | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | Added 2.61% | +$56.6K | $2.22M | 0.01% | Aug 13, 2026 |
| Midwest Trust Co | Reduce 1.57% | -$40.4K | $2.53M | 0.03% | Aug 5, 2026 |
| Beaird Harris Wealth Management, LLC | Sell 100% | -$38.4K | $0 | 0.00% | Jul 8, 2026 |
| Bridge City Capital, LLC | Reduce 1.93% | -$36K | $1.83M | 0.42% | Aug 11, 2026 |
| South Dakota Investment Council | Reduce 2.09% | -$35.3K | $1.65M | 0.03% | Aug 11, 2026 |
| Atria Investments, Inc | Reduce 4.97% | -$31.6K | $605K | 0.01% | Jul 28, 2026 |
| Clarity Asset Management, Inc. | Sell 100% | -$30.5K | $0 | 0.00% | Jul 16, 2026 |
| Illinois Municipal Retirement Fund | Reduce 1.98% | -$29.5K | $1.46M | 0.02% | Aug 12, 2026 |
| Resona Asset Management Co.,Ltd. | Reduce 5.72% | -$28.8K | $475K | 0.00% | Jul 29, 2026 |
| Alps Advisors Inc | Added 3.12% | +$27.4K | $905K | 0.00% | Jul 29, 2026 |
| Amova Asset Management Americas, Inc. | New Buy | +$26.5K | $26.5K | 0.00% | Aug 13, 2026 |
| Spirit of America Management Corp | Added 6.99% | +$24.3K | $372K | 0.07% | Jul 14, 2026 |
| Thrivent Financial for Lutherans | Reduce 0.78% | -$23K | $2.91M | 0.00% | Aug 14, 2026 |
| Versant Capital Management, Inc | Added 228.16% | +$22.9K | $32.9K | 0.00% | Jul 2, 2026 |
| Xponance LLC | Added 6.73% | +$21.3K | $338K | 0.00% | Aug 10, 2026 |
| Broadwater Capital Management LLC | Reduce 30.00% | -$20.4K | $47.7K | 0.03% | Jul 24, 2026 |
| Nomura Asset Management Co Ltd | Sell 100% | -$20.4K | $0 | 0.00% | Aug 13, 2026 |
| Vega Investment Solutions | Sell 100% | -$20.2K | $0 | 0.00% | Aug 13, 2026 |
| Arjuna Capital | Reduce 1.33% | -$18.5K | $1.37M | 0.31% | Aug 14, 2026 |
| ELCO Management Co., LLC | Reduce 5.72% | -$18K | $296K | 0.13% | Aug 11, 2026 |
| IFG Advisory, LLC | New Buy | +$16.9K | $16.9K | 0.00% | Aug 14, 2026 |
| D.A. Davidson & Co. | Added 3.10% | +$16.4K | $546K | 0.00% | Jul 24, 2026 |
| Natixis Advisors, LLC | Added 2.93% | +$14.4K | $507K | 0.00% | Aug 14, 2026 |
| CENTRAL TRUST Co | Sell 100% | -$13.8K | $0 | 0.00% | Jul 31, 2026 |
| Wealth Architects, LLC | Added 4.10% | +$13.5K | $342K | 0.03% | Jul 23, 2026 |
| Ensign Peak Advisors, Inc | Reduce 3.78% | -$12.2K | $310K | 0.00% | Aug 14, 2026 |
| Leonteq Securities AG | Sell 100% | -$11.6K | $0 | 0.00% | Jul 27, 2026 |
| Daiwa Securities Group Inc. | Added 1.86% | +$9.63K | $528K | 0.00% | Jul 31, 2026 |
| MassMutual Private Wealth & Trust, FSB | Reduce 51.52% | -$9.1K | $8.56K | 0.00% | Jul 2, 2026 |
| Hutchinson Capital Management | Added 2.68% | +$8.61K | $330K | 0.06% | Aug 10, 2026 |
| Perigon Wealth Management, LLC | Reduce 1.63% | -$8.47K | $512K | 0.01% | Aug 7, 2026 |
| Salomon & Ludwin, LLC | Reduce 29.79% | -$8.24K | $19.4K | 0.00% | Aug 7, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduce 7.30% | -$8.13K | $103K | 0.00% | Aug 13, 2026 |
| Wulff, Hansen & Co. | Reduce 0.83% | -$7.78K | $935K | 0.72% | Aug 5, 2026 |
| Banque Cantonale Vaudoise | Reduce 33.11% | -$7.43K | $15K | 0.00% | Jul 31, 2026 |
| Vontobel Holding Ltd. | Added 0.36% | +$7.01K | $1.96M | 0.01% | Aug 3, 2026 |
| GHP Investment Advisors, Inc. | Reduce 6.17% | -$5.69K | $86.5K | 0.00% | Jul 20, 2026 |