Cadiz Ownership | Who Owns Cadiz?
Cadiz Ownership Summary
Cadiz is owned by 22.19% institutional investors, 36.80% insiders, and 41.01% retail investors. Whitefort capital management, lp is the largest institutional shareholder, holding 5.47% of CDZI shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.04% of its assets in Cadiz shares.
CDZI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Cadiz | 22.19% | 36.80% | 41.01% |
| Sector | Utilities Stocks | 49.95% | 8.87% | 41.18% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Whitefort capital management, lp | 3.72M | 5.47% | $19.34M |
| Blackrock funding, inc. /de | 2.99M | 4.40% | $15.57M |
| Levin capital strategies | 2.90M | 4.26% | $15.08M |
| Blackrock | 2.79M | 4.17% | $8.63M |
| Vanguard group | 2.41M | 3.54% | $12.51M |
| American assets capital advisers | 2.38M | 3.51% | $12.40M |
| B. riley financial | 1.73M | 2.55% | $9.02M |
| B. riley asset management | 1.05M | 1.54% | $5.46M |
| Geode capital management | 1.04M | 1.52% | $5.38M |
| State street | 924.10K | 1.36% | $4.81M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Whitefort capital management, lp | 3.72M | 9.26% | $19.34M |
| B. riley financial | 1.73M | 7.54% | $9.02M |
| B. riley asset management | 1.05M | 5.16% | $5.46M |
| American assets capital advisers | 2.38M | 4.14% | $12.40M |
| Elkhorn partners limited partnership | 596.65K | 2.04% | $3.10M |
| Gratia capital | 320.00K | 1.63% | $1.66M |
| Levin capital strategies | 2.90M | 1.43% | $15.08M |
| Equitec proprietary markets | 142.57K | 0.72% | $741.38K |
| Hcr wealth advisors | 528.00K | 0.34% | $2.75M |
| Nokomis capital | 120.00K | 0.22% | $624.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Whitefort capital management, lp | 3.72M | 9.26% | 3.72M |
| B. riley financial | 1.73M | 7.54% | 1.55M |
| Levin capital strategies | 2.90M | 1.43% | 703.47K |
| Gratia capital | 320.00K | 1.63% | 320.00K |
| Ubs group | 165.24K | 0.00% | 144.98K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| B. riley asset management | 1.05M | 5.16% | -2.47M |
| Boothbay fund management | 750.00K | 0.10% | -1.72M |
| Capstone investment advisors | 437.04K | 0.01% | -1.28M |
| Gam | - | - | -100.00K |
| Hrt financial lp | - | - | -78.27K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Whitefort capital management, lp | 3.72M | 9.26% | 3.72M | $19.34M |
| Gratia capital | 320.00K | 1.63% | 320.00K | $1.66M |
| Nokomis capital | 120.00K | 0.22% | 120.00K | $624.00K |
| Ancora advisors | 48.80K | 0.01% | 48.80K | $253.76K |
| Intech investment management | 19.77K | 0.00% | 19.77K | $102.83K |
Sold Out
| Holder | Change |
|---|---|
| Group one trading | -76.00 |
| Eversource wealth advisors | -125.00 |
| Capital performance advisors llp | -132.00 |
| Smartleaf asset management | -377.00 |
| Spartan fund management | -651.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 60 | -27.71% | 15,094,931 | -36.86% | 22 | 1.80% | 31 | -8.82% | 10 | -50.00% |
| Sep 30, 2024 | 83 | -2.35% | 21,441,380 | -9.90% | 31 | 2.50% | 34 | -17.07% | 21 | -8.70% |
| Jun 30, 2024 | 85 | 6.25% | 23,797,898 | 0.62% | 35 | 2.85% | 41 | 41.38% | 23 | -20.69% |
| Mar 31, 2024 | 80 | -2.44% | 23,651,916 | -4.40% | 35 | 2.57% | 29 | -12.12% | 29 | 26.09% |
| Dec 31, 2023 | 82 | -1.20% | 24,741,467 | -4.86% | 37 | 2.43% | 33 | -15.38% | 23 | 21.05% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 1.53M | 2.04% | - |
| Vanguard US Total Market Shares ETF | 1.33M | 1.76% | - |
| Altegris/AACA Opportunistic Real Estt I | 1.22M | 1.62% | -64.00K |
| iShares Russell 2000 ETF | 1.13M | 1.39% | -9.79K |
| Vanguard Institutional Extnd Mkt Idx Tr | 721.68K | 0.96% | 39.69K |
| Fidelity Small Cap Index | 428.18K | 0.52% | -8.02K |
| iShares Russell 2000 Growth ETF | 376.22K | 0.46% | -1.79K |
| State St Russell Sm/Mid Cp® Indx NL Cl C | 252.80K | 0.34% | - |
| State St Russell Sm/Mid Cp® Indx SL Cl I | 252.80K | 0.33% | - |
| Fidelity Extended Market Index | 262.29K | 0.32% | -1.67K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 05, 2024 | Heerema International Group Services SA | - | Buy | $6.91M |
| Apr 18, 2024 | Kennedy Susan P | CEO | Buy | $56.25K |
| Mar 06, 2024 | Heerema International Group Services SA | - | Buy | - |
| Mar 06, 2024 | Heerema International Group Services SA | - | Buy | $5.00M |
| Jan 04, 2024 | Kennedy Susan P | CEO | Buy | $19.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | 1 | - |
| 2024 Q3 | - | - |
| 2024 Q2 | 1 | - |
CDZI Ownership FAQ
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