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 | 58.84% | 6.53% | 34.63% |
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 | 881.52K | 1.48% | -18.46K |
| First Trust Value Line® Dividend ETF | 850.11K | 1.43% | -396.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Jul 11, 2024 | Krummel Thomas M | - | Sell | $82.82K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | 5 |
| 2024 Q2 | - | 2 |
| 2024 Q1 | - | 1 |
| 2023 Q4 | - | 4 |
| 2023 Q3 | - | - |
CWT Ownership FAQ
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