California Water Service Group Ownership | Who Owns California Water Service Group?
California Water Service Group Ownership Summary
California Water Service Group is owned by 81.20% institutional investors, 0.73% insiders, and 18.07% retail investors. Blackrock is the largest institutional shareholder, holding 17.87% of CWT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.34% of its assets in California Water Service Group shares.
CWT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | California Water Service Group | 81.20% | 0.73% | 18.07% |
| Sector | Utilities Stocks | 60.46% | 6.54% | 33.00% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 10.32M | 17.87% | $500.39M |
| Vanguard group | 7.15M | 12.38% | $346.50M |
| T. rowe price investment management | 3.14M | 5.44% | $152.24M |
| State street | 3.13M | 5.42% | $151.73M |
| Nuance investments | 2.68M | 4.63% | $129.74M |
| Amundi | 1.86M | 3.22% | $89.86M |
| First trust advisors lp | 1.68M | 2.92% | $81.69M |
| Geode capital management | 1.31M | 2.28% | $63.71M |
| Dimensional fund advisors lp | 1.29M | 2.23% | $62.49M |
| Invesco | 991.39K | 1.72% | $48.07M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Nuance investments | 2.68M | 3.96% | $129.74M |
| Triodos investment management bv | 448.00K | 1.90% | $21.72M |
| Northstar asset management | 88.86K | 1.10% | $4.31M |
| Wulff, hansen | 21.73K | 1.04% | $1.05M |
| Deprince race & zollo | 693.02K | 0.75% | $33.60M |
| Corecommodity management | 36.60K | 0.69% | $1.77M |
| Nia impact advisors | 37.53K | 0.65% | $1.82M |
| Bridge city capital | 29.30K | 0.48% | $1.42M |
| Iq eq fund management (ireland) | 82.27K | 0.46% | $3.99M |
| Teton advisors | 21.30K | 0.43% | $1.03M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First trust advisors lp | 1.68M | 0.08% | 960.92K |
| Norges bank | 600.74K | 0.00% | 600.74K |
| Cbre investment management listed real assets | 479.44K | 0.43% | 302.21K |
| Assenagon asset management | 140.72K | 0.02% | 140.72K |
| New york state common retirement fund | 144.62K | 0.01% | 88.30K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Impax asset management group | - | - | -861.34K |
| Blackrock | 10.32M | 0.01% | -414.95K |
| Nuance investments | 2.68M | 3.96% | -338.12K |
| State street | 3.13M | 0.01% | -325.13K |
| Granite investment partners | - | - | -266.78K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 600.74K | 0.00% | 600.74K | $29.13M |
| Edgestream partners | 52.34K | 0.12% | 52.34K | $2.54M |
| Duff & phelps investment management | 41.76K | 0.03% | 41.76K | $2.03M |
| Susquehanna fundamental investments | 41.17K | 0.05% | 41.17K | $2.00M |
| D. e. shaw | 39.59K | 0.00% | 39.59K | $1.92M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -2.00 |
| Parkside financial bank & trust | -5.00 |
| Innealta capital | -7.00 |
| Concourse financial group securities | -11.00 |
| Nelson, van denburg & campbell wealth management group | -11.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 318 | 7.07% | 47,854,136 | -1.00% | 81 | 1.16% | 154 | 8.45% | 104 | 0.97% |
| Jun 30, 2024 | 294 | 8.09% | 48,319,022 | 0.27% | 83 | 1.20% | 140 | 12.00% | 103 | 6.19% |
| Mar 31, 2024 | 272 | -3.55% | 48,191,181 | 1.19% | 83 | 1.19% | 125 | -4.58% | 97 | -3.96% |
| Dec 31, 2023 | 282 | 4.83% | 47,624,229 | -0.23% | 83 | 1.22% | 131 | 4.80% | 101 | 12.22% |
| Sep 30, 2023 | 269 | -5.94% | 47,735,787 | 1.40% | 82 | 1.20% | 125 | -11.35% | 90 | 2.27% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3.77M | 6.34% | 3.47K |
| Vanguard Total Stock Mkt Idx Inv | 1.90M | 3.19% | -13.06K |
| iShares Russell 2000 ETF | 1.48M | 2.49% | -3.33K |
| Vanguard Small Cap Index | 1.47M | 2.48% | 2.90K |
| Nuance Mid Cap Value Separate Account | 1.17M | 1.99% | -765.79K |
| Nuance Mid Cap Value Institutional | 1.04M | 1.77% | -461.16K |
| T. Rowe Price Small-Cap Value | 908.79K | 1.54% | - |
| iShares Global Water ETF USD Dist | 884.00K | 1.49% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 878.38K | 1.48% | -3.14K |
| First Trust Value Line® Dividend ETF | 850.11K | 1.43% | -396.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 22, 2024 | Luu Michael B | Sr. VP Corp Svcs & Chief Risk | Sell | $50.73K |
| Sep 04, 2024 | Krummel Thomas M | - | Sell | $30.57K |
| Aug 21, 2024 | Krummel Thomas M | - | Sell | $30.15K |
| Aug 07, 2024 | Krummel Thomas M | - | Sell | $29.36K |
| Jul 17, 2024 | Krummel Thomas M | - | Sell | $29.41K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 5 |
| 2024 Q2 | - | 2 |
| 2024 Q1 | - | 1 |
| 2023 Q4 | - | 4 |
CWT Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools