California Water Service Group Ownership 2024 | Who Owns California Water Service Group Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

61.07%

Insider Ownership

0.73%

Retail Ownership

38.20%

Institutional Holders

211.00

California Water Service Group Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.17.87%0.01%10,319,534-414,946-3.87%500,394,191Jun 30, 2024
VANGUARD GROUP INC12.38%0.01%7,145,738-53,243-0.74%346,496,835Jun 30, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.5.44%0.10%3,139,663-59,371-1.86%152,243,000Jun 30, 2024
STATE STREET CORP5.42%0.01%3,129,190-325,134-9.41%151,734,423,000Jun 30, 2024
NUANCE INVESTMENTS, LLC4.63%3.96%2,675,626-338,123-11.22%129,741,042Jun 30, 2024
AMUNDI3.22%0.03%1,858,627-131,401-6.60%89,856,858Jun 30, 2024
FIRST TRUST ADVISORS LP2.92%0.08%1,684,670960,919132.77%81,689,649Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.28%0.01%1,313,69150,2373.98%63,713,939Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP2.23%0.02%1,288,74025,7112.04%62,490,893Jun 30, 2024
INVESCO LTD.1.72%0.01%991,3885480.06%48,072,404Jun 30, 2024
NORTHERN TRUST CORP1.65%0.01%950,033-34,787-3.53%46,067,101,000Jun 30, 2024
KBC GROUP NV1.24%0.11%718,30915,3162.18%34,831,000Jun 30, 2024
MORGAN STANLEY1.22%0.00%706,132-27,089-3.69%34,240,435Jun 30, 2024
DEPRINCE RACE & ZOLLO INC1.20%0.75%693,02519,1182.84%33,604,782Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.15%0.01%662,90321,0783.28%32,144,166Jun 30, 2024
LEGAL & GENERAL GROUP PLC1.06%0.01%612,276-8,062-1.30%29,689,263Jun 30, 2024
NORGES BANK1.04%0.00%600,744600,744100.00%29,130,077Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.99%0.01%572,35110,8191.93%27,753,287Jun 30, 2024
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC0.83%0.43%479,439302,214170.53%23,247,997Jun 30, 2024
TRIODOS INVESTMENT MANAGEMENT BV0.78%1.90%448,000--21,723,520Jun 30, 2024

California Water Service Group's largest institutional shareholder is BLACKROCK INC., holding 17.87% of the company's total share outstanding, currently valued at $500.39M. The top 10 institutional shareholders own together 58.11% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NUANCE INVESTMENTS, LLC4.63%3.96%2,675,626-338,123-11.22%129,741,042Jun 30, 2024
TRIODOS INVESTMENT MANAGEMENT BV0.78%1.90%448,000--21,723,520Jun 30, 2024
NORTHSTAR ASSET MANAGEMENT INC0.15%1.10%88,862-5,885-6.21%4,308,918Jun 30, 2024
WULFF, HANSEN & CO.0.04%1.04%21,730-855-3.79%1,053,688Jun 30, 2024
DEPRINCE RACE & ZOLLO INC1.20%0.75%693,02519,1182.84%33,604,782Jun 30, 2024
CORECOMMODITY MANAGEMENT, LLC0.06%0.69%36,6015,67918.37%1,774,782Jun 30, 2024
NIA IMPACT ADVISORS, LLC0.07%0.65%37,532-1,427-3.66%1,819,951Jun 30, 2024
GRANITE INVESTMENT PARTNERS, LLC0.46%0.54%266,781-35,423-11.72%12,936,211Jun 30, 2024
BRIDGE CITY CAPITAL, LLC0.05%0.48%29,301580.20%1,420,805Jun 30, 2024
IQ EQ FUND MANAGEMENT (IRELAND) LTD0.14%0.46%82,26726,54647.64%3,989,127Jun 30, 2024
TETON ADVISORS, INC.0.04%0.43%21,300-500-2.29%1,032,837Jun 30, 2024
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC0.83%0.43%479,439302,214170.53%23,247,997Jun 30, 2024
FIRST NATIONAL CORP /MA/ /ADV0.06%0.38%33,0161,1923.75%1,600,953Jun 30, 2024
GREEN ALPHA ADVISORS, LLC0.02%0.36%9,312-591-5.97%451,518Jun 30, 2024
THEMATICS ASSET MANAGEMENT0.30%0.34%172,470--8,363,070Jun 30, 2024
ISAM FUNDS (UK) LTD0.01%0.30%8,2218,221100.00%398,636Jun 30, 2024
CLEAR HARBOR ASSET MANAGEMENT, LLC0.10%0.23%56,021-3,660-6.13%2,716,458Jun 30, 2024
ALAN B. LANCZ & ASSOCIATES, INC.0.01%0.23%4,8004,800100.00%232,752Jun 30, 2024
ENTRYPOINT CAPITAL, LLC0.01%0.22%3,0893,089100.00%149,786Jun 30, 2024
ELCO MANAGEMENT CO., LLC0.01%0.21%7,5047,504100.00%363,869Jun 30, 2024

The largest California Water Service Group shareholder by % of total assets is NUANCE INVESTMENTS, LLC. The company owns 2.68M shares of California Water Service Group (CWT), representing 3.96% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
FIRST TRUST ADVISORS LP2.92%0.08%1,684,670960,919132.77%81,689,649Jun 30, 2024
NORGES BANK1.04%0.00%600,744600,744100.00%29,130,077Jun 30, 2024
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC0.83%0.43%479,439302,214170.53%23,247,997Jun 30, 2024
ASSENAGON ASSET MANAGEMENT S.A.0.24%0.02%140,715140,715100.00%6,823,270Jun 30, 2024
NEW YORK STATE COMMON RETIREMENT FUND0.25%0.01%144,61688,297156.78%7,012,000Jun 30, 2024
LEVEL FOUR ADVISORY SERVICES, LLC0.14%0.18%82,19282,192100.00%3,985,531Jun 30, 2024
PRUDENTIAL FINANCIAL INC0.24%0.01%141,05960,03574.10%6,839,951Jun 30, 2024
MARSHALL WACE, LLP0.13%0.01%76,85159,956354.87%3,726,505Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.10%0.00%56,94356,943100.00%2,761,166Jun 30, 2024
EDGESTREAM PARTNERS, L.P.0.09%0.12%52,34352,343100.00%2,538,112Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.28%0.01%1,313,69150,2373.98%63,713,939Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.36%0.00%208,21849,48131.17%10,096,491Jun 30, 2024
DUFF & PHELPS INVESTMENT MANAGEMENT CO0.07%0.03%41,76341,763100.00%2,025,088Jun 30, 2024
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC0.07%0.05%41,17041,170100.00%1,996,333Jun 30, 2024
D. E. SHAW & CO., INC.0.07%0.00%39,59239,592100.00%1,919,816Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.07%0.00%39,03939,039100.00%1,893,001Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.18%0.02%101,75738,68961.34%4,934,197Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.07%0.00%37,77837,778100.00%1,831,855Jun 30, 2024
CENTERBOOK PARTNERS LP0.06%0.11%36,03436,034100.00%1,747,289Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.06%0.01%33,57033,570100.00%1,627,809Jun 30, 2024

As of Jun 30 2024, California Water Service Group's largest institutional buyer is FIRST TRUST ADVISORS LP. The company purchased 960.92K stocks of CWT, valued at $81.69M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
IMPAX ASSET MANAGEMENT GROUP PLC----861,344-100.00%-Jun 30, 2024
BLACKROCK INC.17.87%0.01%10,319,534-414,946-3.87%500,394,191Jun 30, 2024
NUANCE INVESTMENTS, LLC4.63%3.96%2,675,626-338,123-11.22%129,741,042Jun 30, 2024
STATE STREET CORP5.42%0.01%3,129,190-325,134-9.41%151,734,423,000Jun 30, 2024
ZIMMER PARTNERS, LP----171,195-100.00%-Jun 30, 2024
AMUNDI3.22%0.03%1,858,627-131,401-6.60%89,856,858Jun 30, 2024
JPMORGAN CHASE & CO0.18%0.00%103,850-121,174-53.85%5,035,704Jun 30, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.----83,373-100.00%-Jun 30, 2024
ZURCHER KANTONALBANK (ZURICH CANTONALBANK)0.11%0.01%64,360-75,724-54.06%3,120,816,000Jun 30, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.5.44%0.10%3,139,663-59,371-1.86%152,243,000Jun 30, 2024
VANGUARD GROUP INC12.38%0.01%7,145,738-53,243-0.74%346,496,835Jun 30, 2024
RUSSELL INVESTMENTS GROUP, LTD.0.27%0.01%154,099-39,994-20.61%7,472,286Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.19%0.01%109,400-36,500-25.02%5,304,806Jun 30, 2024
GRANITE INVESTMENT PARTNERS, LLC0.46%0.54%266,781-35,423-11.72%12,936,211Jun 30, 2024
NORTHERN TRUST CORP1.65%0.01%950,033-34,787-3.53%46,067,101,000Jun 30, 2024
BARCLAYS PLC0.09%0.00%50,731-31,391-38.22%2,460,000Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----31,181-100.00%-Jun 30, 2024
PROSHARE ADVISORS LLC0.27%0.02%154,199-28,377-15.54%7,477,108Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.----27,942-100.00%-Jun 30, 2024
MORGAN STANLEY1.22%0.00%706,132-27,089-3.69%34,240,435Jun 30, 2024

As of Jun 30 2024, California Water Service Group's biggest institutional seller is IMPAX ASSET MANAGEMENT GROUP PLC. The company sold -0.86M shares of CWT, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.04%0.00%600,744600,744100.00%29,130,077Jun 30, 2024
LEVEL FOUR ADVISORY SERVICES, LLC0.14%0.18%82,19282,192100.00%3,985,531Jun 30, 2024
EDGESTREAM PARTNERS, L.P.0.09%0.12%52,34352,343100.00%2,538,112Jun 30, 2024
DUFF & PHELPS INVESTMENT MANAGEMENT CO0.07%0.03%41,76341,763100.00%2,025,088Jun 30, 2024
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC0.07%0.05%41,17041,170100.00%1,996,333Jun 30, 2024
D. E. SHAW & CO., INC.0.07%0.00%39,59239,592100.00%1,919,816Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.07%0.00%39,03939,039100.00%1,893,001Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.07%0.00%37,77837,778100.00%1,831,855Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.06%0.01%33,57033,570100.00%1,627,809Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.0.04%0.00%21,29621,296100.00%1,032,643Jun 30, 2024
MAN GROUP PLC0.04%0.00%20,63020,630100.00%1,000,349Jun 30, 2024
CAPULA MANAGEMENT LTD0.03%0.01%17,69717,697100.00%858,128Jun 30, 2024
TWO SIGMA INVESTMENTS, LP0.02%0.00%13,77613,776100.00%667,998Jun 30, 2024
FOX RUN MANAGEMENT, L.L.C.0.02%0.11%11,64511,645100.00%564,666Jun 30, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.0.02%0.01%11,46711,467100.00%556,035Jun 30, 2024
BREVAN HOWARD CAPITAL MANAGEMENT LP0.02%0.00%10,31510,315100.00%500,174Jun 30, 2024
BRISTLECONE ADVISORS, LLC0.02%0.04%10,11210,112100.00%490,331Jun 30, 2024
QUANTBOT TECHNOLOGIES LP0.01%0.02%8,3098,309100.00%402,903Jun 30, 2024
ISAM FUNDS (UK) LTD0.01%0.30%8,2218,221100.00%398,636Jun 30, 2024
ELCO MANAGEMENT CO., LLC0.01%0.21%7,5047,504100.00%363,869Jun 30, 2024
SOUND INCOME STRATEGIES, LLC0.01%0.02%7,2107,210100.00%349,613Jun 30, 2024
Y-INTERCEPT (HONG KONG) LTD0.01%0.02%6,8036,803100.00%329,877Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.01%0.00%6,0696,069100.00%294,000Jun 30, 2024
XTX TOPCO LTD0.01%0.02%5,9865,986100.00%290,261Jun 30, 2024
ALGERT GLOBAL LLC0.01%0.01%5,8115,811100.00%282,000Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.0.01%0.00%5,6615,661100.00%274,502Jun 30, 2024
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC0.01%0.00%5,3065,306100.00%257,309Jun 30, 2024
VIRTU FINANCIAL LLC0.01%0.02%5,2335,233100.00%254,000Jun 30, 2024
POINT72 (DIFC) LTD0.01%0.01%5,0735,073100.00%245,988Jun 30, 2024
ALAN B. LANCZ & ASSOCIATES, INC.0.01%0.23%4,8004,800100.00%232,752Jun 30, 2024
CHOREO, LLC0.01%0.00%4,7854,785100.00%231,460Jun 30, 2024
GLENMEDE TRUST CO NA0.01%0.00%4,6364,636100.00%224,799Jun 30, 2024
VERITION FUND MANAGEMENT LLC0.01%0.00%4,6164,616100.00%223,830Jun 30, 2024
GSA CAPITAL PARTNERS LLP0.01%0.01%4,4274,427100.00%215,000Jun 30, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.0.00%0.02%1,7451,745100.00%84,596Jun 30, 2024
LAZARD ASSET MANAGEMENT LLC0.00%0.00%1,6051,605100.00%77,000Jun 30, 2024
LARSON FINANCIAL GROUP LLC0.00%0.00%431431100.00%20,897Jun 30, 2024
SRS CAPITAL ADVISORS, INC.0.00%0.00%286286100.00%13,869Jun 30, 2024
FIRST PACIFIC FINANCIAL0.00%0.00%129129100.00%6,256Jun 30, 2024
SMARTLEAF ASSET MANAGEMENT LLC0.00%0.00%123123100.00%5,945Jun 30, 2024
RIDGEWOOD INVESTMENTS LLC0.00%0.00%6666100.00%3,200Jun 30, 2024
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC0.00%0.00%5050100.00%2,000Jun 30, 2024
ST GERMAIN D J CO INC0.00%0.00%4747100.00%2,279Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC-0.00%2222100.00%1,067Jun 30, 2024
TRIAD WEALTH PARTNERS, LLC-0.00%2222100.00%1,067Jun 30, 2024
INNEALTA CAPITAL, LLC-0.00%77100.00%339Jun 30, 2024

California Water Service Group's largest new institutional shareholder by number of shares is NORGES BANK, purchased 600.74K shares, valued at $29.13M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
IMPAX ASSET MANAGEMENT GROUP PLC----861,344-100.00%-Jun 30, 2024
ZIMMER PARTNERS, LP----171,195-100.00%-Jun 30, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.----83,373-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----31,181-100.00%-Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.----27,942-100.00%-Jun 30, 2024
AQUATIC CAPITAL MANAGEMENT LLC----16,100-100.00%-Jun 30, 2024
EISLER CAPITAL (US) LLC----15,345-100.00%-Jun 30, 2024
EMPOWER ADVISORY GROUP, LLC----14,127-100.00%-Jun 30, 2024
INCEPTIONR LLC----12,693-100.00%-Jun 30, 2024
WEDBUSH SECURITIES INC----9,567-100.00%-Jun 30, 2024
SHERBROOKE PARK ADVISERS LLC----7,006-100.00%-Jun 30, 2024
QUADRATURE CAPITAL LTD----6,661-100.00%-Jun 30, 2024
ASSET MANAGEMENT ONE CO., LTD.----6,158-100.00%-Jun 30, 2024
VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC----5,964-100.00%-Jun 30, 2024
ABACUS WEALTH PARTNERS, LLC----4,359-100.00%-Jun 30, 2024
HUMANKIND INVESTMENTS LLC----4,312-100.00%-Jun 30, 2024
BRIDGEWATER ASSOCIATES, LP----4,305-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----3,011-100.00%-Jun 30, 2024
BROWN, LISLE/CUMMINGS, INC.----500-100.00%-Jun 30, 2024
WHITTIER TRUST CO----312-100.00%-Jun 30, 2024
NVERSES CAPITAL, LLC----300-100.00%-Jun 30, 2024
M&R CAPITAL MANAGEMENT INC----200-100.00%-Jun 30, 2024
QUARRY LP----24-100.00%-Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC----11-100.00%-Jun 30, 2024
PARKSIDE FINANCIAL BANK & TRUST----5-100.00%-Jun 30, 2024
TFO-TDC, LLC----2-100.00%-Jun 30, 2024

California Water Service Group's largest sold out institutional shareholder by shares sold is IMPAX ASSET MANAGEMENT GROUP PLC, sold -0.86M shares, valued at -, as of undefined.

California Water Service Group Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
T. Rowe Price Small-Cap Stock Fund, Inc.0.23%826,337113,30915.89%Mar 31, 2024
Humankind Benefit Corp0.16%3,645-9-0.25%Dec 31, 2023
T. Rowe Price Small-Cap Value Fund, Inc.0.10%812,739-900-0.11%Mar 31, 2024
VANGUARD ADMIRAL FUNDS0.08%352,97323,4887.13%Feb 29, 2024
GABELLI UTILITY TRUST0.08%33,200--Dec 29, 2023
VANGUARD VALLEY FORGE FUNDS0.08%39,958--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.07%684,938117,41920.69%Mar 31, 2024
TOUCHSTONE FUNDS GROUP TRUST0.06%1,623,000--Mar 31, 2024
BNY MELLON INDEX FUNDS, INC.0.05%58,629-7,786-11.72%Jan 31, 2024
BNY MELLON INVESTMENT PORTFOLIOS0.05%28,838970.34%Mar 31, 2024
Nuveen S&P 500 Dynamic Overwrite Fund0.05%1,428--Mar 31, 2024
PFM Multi-Manager Series Trust0.04%31,369--Dec 31, 2023
SYNTAX ETF TRUST0.04%1,13711010.71%Mar 31, 2024
T. Rowe Price Equity Funds, Inc.0.04%385,90254,83216.56%Mar 31, 2024
AIM FUNDS GROUP (INVESCO FUNDS GROUP)0.03%177,528--Mar 31, 2024
TETON WESTWOOD FUNDS0.03%22,200-1,200-5.13%Dec 29, 2023
FRONTIER FUNDS, INC.0.03%13,139--Mar 31, 2024
GABELLI GLOBAL UTILITY & INCOME TRUST0.03%5,000--Dec 29, 2023
PRUDENTIAL JENNISON BLEND FUND, INC.0.03%16,831--Feb 29, 2024
Vanguard Montgomery Funds0.03%6,067--Mar 31, 2024
Voya EQUITY TRUST0.02%28,295--Feb 29, 2024
QUANTITATIVE MASTER SERIES LLC0.02%101,146-4,170-3.96%Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%8,681-165-1.87%Mar 31, 2024
CALVERT IMPACT FUND INC0.01%165,91323,64516.62%Mar 31, 2024
VANGUARD INDEX FUNDS0.01%4,978,342-880,453-15.03%Mar 31, 2024
OSI ETF Trust0.01%1,564--Mar 31, 2022
Federated Hermes MDT Series0.01%18,605--Jan 31, 2024
GABELLI UTILITIES FUND0.01%5,000--Dec 29, 2023
Vericimetry Funds0.01%582--Mar 31, 2024
VANGUARD SPECIALIZED FUNDS0.01%333,4702400.07%Jan 31, 2024
Victory Portfolios II0.01%276,85018,2207.04%Mar 31, 2024
TIAA SEPARATE ACCOUNT VA 10.00%1,070--Mar 31, 2024
SCHWAB CAPITAL TRUST0.00%187,8024,3592.38%Jan 31, 2024
FIDELITY COVINGTON TRUST0.00%72,586-3,046-4.03%Jan 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%319,371-163,686-33.89%Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND II0.00%24,850-5,760-18.82%Mar 31, 2024
360 Funds0.00%66515730.91%Feb 29, 2024
Virtus Strategy Trust0.00%64,273--Mar 28, 2024
ETF Series Solutions0.00%65,0632,3403.73%Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.00%10,824-9,888-47.74%Jan 31, 2024
FLEXSHARES TRUST0.00%220,702-49,870-18.43%Jan 31, 2024
T. Rowe Price Spectrum Funds II, Inc.0.00%35,3893,0179.32%Feb 29, 2024
IndexIQ ETF Trust0.00%5,587-395-6.60%Jan 31, 2024
FIDELITY CONCORD STREET TRUST0.00%511,36420,1554.10%Feb 29, 2024
Segall Bryant & Hamill Trust0.00%43,662--Mar 31, 2024
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.00%5,262--Mar 31, 2024
Calvert Variable Products, Inc.0.00%5,987--Mar 31, 2024
Virtus Investment Trust0.00%75,1823,4224.77%Mar 28, 2024
VANGUARD TAX-MANAGED FUNDS0.00%448,196-2,653-0.59%Mar 31, 2024
BNY Mellon Strategic Funds, Inc.0.00%4,749-3,371-41.51%Feb 29, 2024
EXCHANGE TRADED CONCEPTS TRUST0.00%11,579650.56%Feb 29, 2024
John Hancock Exchange-Traded Fund Trust0.00%10,832--Jan 31, 2024
VANGUARD EXPLORER FUND0.00%20,919--Jan 31, 2024
TIMOTHY PLAN0.00%7,56289113.36%Mar 31, 2024
SHELTON FUNDS0.00%2,687-299-10.01%Feb 29, 2024
ETF Managers Trust0.00%11,471-490-4.10%Dec 31, 2023
VANGUARD WORLD FUND0.00%362,15718,2325.30%Feb 29, 2024
PRAXIS MUTUAL FUNDS0.00%14,610-1,110-7.06%Dec 31, 2023
STEWARD FUNDS, INC.0.00%3,111--Jan 31, 2024
Principal Exchange-Traded Funds0.00%15,441--Mar 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%1,214,617361,13742.31%Jan 31, 2024
Ultimus Managers Trust0.00%13,134--Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%34,657-2,793-7.46%Mar 31, 2024
MML SERIES INVESTMENT FUND0.00%10,758--Dec 31, 2023
T. Rowe Price Index Trust, Inc.0.00%23,1792,0669.79%Mar 31, 2024
SunAmerica Specialty Series0.00%408--Apr 30, 2021
Columbia Funds Variable Series Trust II0.00%24,831--Mar 31, 2024
NORTHWESTERN MUTUAL SERIES FUND INC0.00%83,0712,8693.58%Mar 31, 2024
PRUDENTIAL SERIES FUND0.00%59,427-1,550-2.54%Mar 28, 2024
Catholic Responsible Investments Funds0.00%28,706-493-1.69%Jan 31, 2024
Fidelity Commonwealth Trust II0.00%4,943--Aug 31, 2023
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST0.00%39,312-1,513-3.71%Dec 31, 2023
SCHWAB STRATEGIC TRUST0.00%415,05920,2715.13%Feb 29, 2024
ALLSPRING MASTER TRUST0.00%45,125--Feb 29, 2024
HOTCHKIS & WILEY FUNDS /DE/0.00%8,300--Mar 31, 2024
PROSHARES TRUST0.00%159,681-10,109-5.95%Feb 29, 2024
Global X Funds0.00%27,39323,845672.07%Jan 31, 2024
Voya VARIABLE PORTFOLIOS INC0.00%18,907-3,861-16.96%Mar 31, 2024
AMERICAN PENSION INVESTORS TRUST0.00%3,500--Jan 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%2,712-77-2.76%Mar 31, 2024
T. Rowe Price Equity Series, Inc.0.00%8528811.52%Mar 31, 2024
Managed Portfolio Series0.00%11,441-414-3.49%Feb 29, 2024
Mutual of America Variable Insurance Portfolios, Inc.0.00%366-39-9.63%Sep 30, 2023
Dimensional ETF Trust0.00%217,93114,8137.29%Jan 31, 2024
CLEARWATER INVESTMENT TRUST0.00%4,6553,378264.53%Mar 28, 2024
THRIVENT SERIES FUND INC0.00%50,065-1,360-2.64%Mar 28, 2024
FINANCIAL INVESTORS TRUST0.00%33,5597,10626.86%Jan 31, 2024
iSHARES TRUST0.00%6,934,588-63,891-0.91%Mar 31, 2024
Amplify ETF Trust0.00%11,51511,515-Mar 31, 2024
KP Funds0.00%17,398-254-1.44%Sep 30, 2020
SA FUNDS INVESTMENT TRUST0.00%6,097--Mar 31, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%1,477--Mar 31, 2024
Invesco Exchange-Traded Fund Trust II0.00%109,935-11,761-9.66%Feb 29, 2024
TIAA-CREF LIFE FUNDS0.00%934--Mar 31, 2024
NUVEEN INVESTMENT FUNDS INC0.00%11,348--Jan 31, 2024
PUTNAM ASSET ALLOCATION FUNDS0.00%10,838--Mar 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%20,330-800-3.79%Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.00%3,3892849.15%Mar 31, 2024
MORGAN STANLEY PATHWAY FUNDS0.00%27,8386,44630.13%Feb 29, 2024
FIRST TRUST EXCHANGE-TRADED FUND VI0.00%1,46523018.62%Mar 31, 2024

California Water Service Group's largest mutual fund holder by % of total assets is "T. Rowe Price Small-Cap Stock Fund, Inc.", owning 826.34K shares, compromising 0.23% of its total assets.

California Water Service Group Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24211-22.14%
31 Mar, 24271-3.56%
31 Dec, 232814.85%
30 Sep, 23268-5.96%
30 Jun, 23285-4.04%
31 Mar, 232972.06%
31 Dec, 222916.20%
30 Sep, 22274-
30 Jun, 22274-9.27%
31 Mar, 223020.33%
31 Dec, 2130114.89%
30 Sep, 212626.50%
30 Jun, 21246-1.99%
31 Mar, 212510.40%
31 Dec, 202502.88%
30 Sep, 20243-5.08%
30 Jun, 202561.19%
31 Mar, 20253-4.17%
31 Dec, 19264-
30 Sep, 192643.13%
30 Jun, 19256-0.39%
31 Mar, 192577.08%
31 Dec, 1824011.11%
30 Sep, 182160.93%
30 Jun, 18214-6.14%
31 Mar, 182282.24%
31 Dec, 1722317.37%
30 Sep, 17190-2.06%
30 Jun, 17194-3.96%
31 Mar, 17202-0.98%
31 Dec, 162047.37%
30 Sep, 16190-
30 Jun, 161901.06%
31 Mar, 1618812.57%
31 Dec, 151675.70%
30 Sep, 15158-3.07%
30 Jun, 151634.49%
31 Mar, 15156-1.89%
31 Dec, 1415912.77%
30 Sep, 141411.44%
30 Jun, 14139-2.11%
31 Mar, 14142-0.70%
31 Dec, 131435.15%
30 Sep, 1313610.57%
30 Jun, 13123156.25%
31 Mar, 1348-4.00%
31 Dec, 1250-5.66%
30 Sep, 1253-5.36%
30 Jun, 12563.70%
31 Mar, 12541.89%
31 Dec, 115310.42%
30 Sep, 1148-5.88%
30 Jun, 115113.33%
31 Mar, 11454.65%
31 Dec, 10437.50%
30 Sep, 1040-6.98%
30 Jun, 10437.50%
31 Mar, 104025.00%
31 Dec, 0932-13.51%
30 Sep, 0937-26.00%
30 Jun, 0950-12.28%
31 Mar, 09571.79%
31 Dec, 085647.37%
30 Sep, 08385.56%
30 Jun, 08369.09%
31 Mar, 0833-2.94%
31 Dec, 073425.93%
30 Sep, 0727-
30 Jun, 0727-
31 Mar, 0727-6.90%
31 Dec, 0629123.08%
30 Sep, 0613-18.75%
30 Jun, 0616-15.79%
31 Mar, 0619-
31 Dec, 05195.56%
30 Sep, 0518-25.00%
30 Jun, 052433.33%
31 Mar, 05185.88%
31 Dec, 041713.33%
30 Sep, 0415-16.67%
30 Jun, 041812.50%
31 Mar, 04166.67%
31 Dec, 031566.67%
30 Sep, 03912.50%
30 Jun, 03814.29%
31 Mar, 037-
31 Dec, 027-
30 Sep, 027-12.50%
30 Jun, 028-
31 Mar, 02814.29%
31 Dec, 017-
30 Sep, 017-12.50%
30 Jun, 01833.33%
31 Mar, 01620.00%
31 Dec, 00525.00%
30 Sep, 004-50.00%
30 Jun, 00860.00%
31 Mar, 005-
31 Dec, 99525.00%
30 Sep, 994-33.33%
30 Jun, 99650.00%
31 Mar, 994-

As of 30 Jun 24, 211 institutions are holding California Water Service Group's shares, representing a decrease of -22.14% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2435,257,498-26.84%
31 Mar, 2448,191,1561.19%
31 Dec, 2347,624,2040.98%
30 Sep, 2347,159,7141.40%
30 Jun, 2346,510,3403.79%
31 Mar, 2344,811,234-0.34%
31 Dec, 2244,965,8652.64%
30 Sep, 2243,809,2850.06%
30 Jun, 2243,781,3913.68%
31 Mar, 2242,229,4072.63%
31 Dec, 2141,146,9251.52%
30 Sep, 2140,531,1312.69%
30 Jun, 2139,471,0422.51%
31 Mar, 2138,502,7250.83%
31 Dec, 2038,185,8983.27%
30 Sep, 2036,975,5582.10%
30 Jun, 2036,215,2000.41%
31 Mar, 2036,066,284-3.14%
31 Dec, 1937,234,1342.62%
30 Sep, 1936,282,953-2.21%
30 Jun, 1937,101,8342.95%
31 Mar, 1936,039,7332.06%
31 Dec, 1835,312,9951.14%
30 Sep, 1834,915,3800.34%
30 Jun, 1834,795,3682.02%
31 Mar, 1834,106,2410.91%
31 Dec, 1733,797,4371.12%
30 Sep, 1733,423,3051.20%
30 Jun, 1733,028,5820.02%
31 Mar, 1733,023,405-0.93%
31 Dec, 1633,334,9490.31%
30 Sep, 1633,232,888-6.07%
30 Jun, 1635,380,1921.53%
31 Mar, 1634,845,55112.60%
31 Dec, 1530,946,879-18.91%
30 Sep, 1538,165,87827.52%
30 Jun, 1529,928,5091.44%
31 Mar, 1529,503,815-0.37%
31 Dec, 1429,614,773-0.68%
30 Sep, 1429,816,769-1.63%
30 Jun, 1430,309,4203.45%
31 Mar, 1429,297,4702.49%
31 Dec, 1328,587,0194.06%
30 Sep, 1327,472,2093.23%
30 Jun, 1326,612,691315.17%
31 Mar, 136,410,02612.69%
31 Dec, 125,688,278-9.46%
30 Sep, 126,282,846-24.86%
30 Jun, 128,361,4277.97%
31 Mar, 127,744,01613.22%
31 Dec, 116,839,85613.22%
30 Sep, 116,041,141-34.54%
30 Jun, 119,228,336125.22%
31 Mar, 114,097,49357.38%
31 Dec, 102,603,64614.38%
30 Sep, 102,276,316-7.61%
30 Jun, 102,463,681-9.48%
31 Mar, 102,721,780-14.72%
31 Dec, 093,191,406-14.65%
30 Sep, 093,739,00731.84%
30 Jun, 092,835,9664.90%
31 Mar, 092,703,441-23.38%
31 Dec, 083,528,55739.93%
30 Sep, 082,521,7089.48%
30 Jun, 082,303,32910.68%
31 Mar, 082,081,13830.84%
31 Dec, 071,590,59341.46%
30 Sep, 071,124,437-20.43%
30 Jun, 071,413,17116.37%
31 Mar, 071,214,33627.83%
31 Dec, 06949,985198.73%
30 Sep, 06318,011-37.53%
30 Jun, 06509,034-19.20%
31 Mar, 06629,987-33.57%
31 Dec, 05948,33618.59%
30 Sep, 05799,679-2.52%
30 Jun, 05820,310-5.52%
31 Mar, 05868,28213.18%
31 Dec, 04767,1667.25%
30 Sep, 04715,274-1.62%
30 Jun, 04727,048-23.04%
31 Mar, 04944,76150.29%
31 Dec, 03628,635147.35%
30 Sep, 03254,14796.40%
30 Jun, 03129,400-36.08%
31 Mar, 03202,4544.09%
31 Dec, 02194,5009.74%
30 Sep, 02177,242-6.19%
30 Jun, 02188,9390.92%
31 Mar, 02187,213-8.55%
31 Dec, 01204,7169.69%
30 Sep, 01186,625-20.64%
30 Jun, 01235,15673.18%
31 Mar, 01135,78520.99%
31 Dec, 00112,22523.20%
30 Sep, 0091,091-36.21%
30 Jun, 00142,79827.51%
31 Mar, 00111,99224.43%
31 Dec, 9990,002-66.60%
30 Sep, 99269,453-23.99%
30 Jun, 99354,504-10.66%
31 Mar, 99396,810-

California Water Service Group (CWT) has 35.26M shares outstanding as of 30 Jun 24, down -26.84% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2461.07%0.88%
31 Mar, 2483.47%1.19%
31 Dec, 2383.62%1.25%
30 Sep, 2381.73%1.21%
30 Jun, 2382.04%1.27%
31 Mar, 2380.50%1.21%
31 Dec, 2281.63%1.24%
30 Sep, 2281.12%1.23%
30 Jun, 2281.07%1.31%
31 Mar, 2278.59%1.24%
31 Dec, 2179.69%1.30%
30 Sep, 2178.21%1.31%
30 Jun, 2177.27%1.33%
31 Mar, 2176.33%1.31%
31 Dec, 2076.39%1.34%
30 Sep, 2075.41%1.38%
30 Jun, 2074.01%1.33%
31 Mar, 2074.59%1.25%
31 Dec, 1977.30%1.36%
30 Sep, 1975.37%1.27%
30 Jun, 1977.08%1.35%
31 Mar, 1975.48%1.40%
31 Dec, 1873.48%1.39%
30 Sep, 1872.63%1.39%
30 Jun, 1872.38%1.44%
31 Mar, 1871.01%1.43%
31 Dec, 1770.40%1.45%
30 Sep, 1769.61%1.47%
30 Jun, 1768.78%1.45%
31 Mar, 1768.82%1.42%
31 Dec, 1669.52%1.45%
30 Sep, 1669.28%1.27%
30 Jun, 1673.75%1.39%
31 Mar, 1672.74%1.74%
31 Dec, 1564.64%1.02%
30 Sep, 1579.71%2.04%
30 Jun, 1562.51%1.64%
31 Mar, 1561.69%1.61%
31 Dec, 1461.95%1.59%
30 Sep, 1462.37%1.55%
30 Jun, 1463.40%1.68%
31 Mar, 1461.35%1.62%
31 Dec, 1361.63%1.86%
30 Sep, 1357.55%1.85%
30 Jun, 1355.76%24.22%
31 Mar, 1315.17%8.24%
31 Dec, 1213.57%6.04%
30 Sep, 1214.99%3.77%
30 Jun, 1219.95%5.82%
31 Mar, 1218.51%6.90%
31 Dec, 1116.38%7.83%
30 Sep, 1114.46%2.96%
30 Jun, 1122.10%22.89%
31 Mar, 119.83%25.16%
31 Dec, 106.25%20.89%
30 Sep, 105.47%15.60%
30 Jun, 105.92%13.80%
31 Mar, 106.55%11.09%
31 Dec, 097.69%9.46%
30 Sep, 099.01%19.29%
30 Jun, 096.84%16.08%
31 Mar, 096.52%8.98%
31 Dec, 088.52%23.00%
30 Sep, 086.09%19.69%
30 Jun, 085.56%21.97%
31 Mar, 085.03%33.97%
31 Dec, 073.85%52.00%
30 Sep, 072.72%23.27%
30 Jun, 073.42%39.58%
31 Mar, 072.94%54.24%
31 Dec, 062.33%311.97%
30 Sep, 060.86%45.18%
30 Jun, 061.38%47.20%
31 Mar, 061.71%25.71%
31 Dec, 052.58%54.54%
30 Sep, 052.17%43.64%
30 Jun, 052.23%39.97%
31 Mar, 052.36%48.73%
31 Dec, 042.20%57.94%
30 Sep, 041.95%42.46%
30 Jun, 042.14%27.53%
31 Mar, 042.79%68.09%
31 Dec, 032.02%329.34%
30 Sep, 030.78%431.63%
30 Jun, 030.43%95.86%
31 Mar, 030.67%162.49%
31 Dec, 020.64%188.01%
30 Sep, 020.58%150.77%
30 Jun, 020.62%163.67%
31 Mar, 020.62%135.64%
31 Dec, 010.67%178.47%
30 Sep, 010.61%102.47%
30 Jun, 010.77%387.25%
31 Mar, 010.45%325.80%
31 Dec, 000.37%409.68%
30 Sep, 000.30%134.81%
30 Jun, 000.47%252.02%
31 Mar, 000.43%486.75%
31 Dec, 990.30%26.67%
30 Sep, 991.06%76.64%
30 Jun, 991.17%51.25%
31 Mar, 991.51%-

As of 30 Jun 24, California Water Service Group is held by 61.07% institutional shareholders, representing a 0.88% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2492-26.40%
31 Mar, 24125-4.58%
31 Dec, 231315.65%
30 Sep, 23124-11.43%
30 Jun, 231407.69%
31 Mar, 23130-10.34%
31 Dec, 221453.57%
30 Sep, 2214019.66%
30 Jun, 22117-23.03%
31 Mar, 22152-6.75%
31 Dec, 2116321.64%
30 Sep, 2113418.58%
30 Jun, 21113-1.74%
31 Mar, 21115-7.26%
31 Dec, 2012422.77%
30 Sep, 20101-9.82%
30 Jun, 201127.69%
31 Mar, 20104-10.34%
31 Dec, 19116-4.13%
30 Sep, 19121-0.82%
30 Jun, 19122-6.15%
31 Mar, 191300.78%
31 Dec, 1812930.30%
30 Sep, 189916.47%
30 Jun, 1885-27.97%
31 Mar, 1811816.83%
31 Dec, 1710132.89%
30 Sep, 1776-6.17%
30 Jun, 1781-10.00%
31 Mar, 1790-1.10%
31 Dec, 169116.67%
30 Sep, 1678-13.33%
30 Jun, 1690-14.29%
31 Mar, 1610550.00%
31 Dec, 1570-2.78%
30 Sep, 1572-8.86%
30 Jun, 1579-1.25%
31 Mar, 1580-1.23%
31 Dec, 148155.77%
30 Sep, 1452-13.33%
30 Jun, 1460-3.23%
31 Mar, 1462-20.51%
31 Dec, 137827.87%
30 Sep, 1361-38.38%
30 Jun, 1399219.35%
31 Mar, 133140.91%
31 Dec, 1222-26.67%
30 Sep, 12303.45%
30 Jun, 1229-
31 Mar, 1229-
31 Dec, 112993.33%
30 Sep, 1115-69.39%
30 Jun, 1149104.17%
31 Mar, 11249.09%
31 Dec, 102222.22%
30 Sep, 1018-
30 Jun, 1018-18.18%
31 Mar, 102215.79%
31 Dec, 0919-5.00%
30 Sep, 0920-23.08%
30 Jun, 0926-27.78%
31 Mar, 0936-18.18%
31 Dec, 0844120.00%
30 Sep, 0820-
30 Jun, 082025.00%
31 Mar, 0816-20.00%
31 Dec, 072042.86%
30 Sep, 0714-6.67%
30 Jun, 0715-6.25%
31 Mar, 0716-30.43%
31 Dec, 0623187.50%
30 Sep, 06814.29%
30 Jun, 067-
31 Mar, 067-22.22%
31 Dec, 05912.50%
30 Sep, 058-50.00%
30 Jun, 0516128.57%
31 Mar, 057-46.15%
31 Dec, 041344.44%
30 Sep, 049-18.18%
30 Jun, 0411-
31 Mar, 0411-
31 Dec, 0311175.00%
30 Sep, 034-
30 Jun, 03433.33%
31 Mar, 033-40.00%
31 Dec, 02525.00%
30 Sep, 024-20.00%
30 Jun, 02525.00%
31 Mar, 024-20.00%
31 Dec, 01566.67%
30 Sep, 013-40.00%
30 Jun, 01525.00%
31 Mar, 01433.33%
31 Dec, 003-
30 Sep, 003-40.00%
30 Jun, 005-
31 Mar, 00566.67%
31 Dec, 993-
30 Sep, 993-
30 Jun, 993-25.00%
31 Mar, 994-

92 institutional shareholders have increased their position in CWT stock as of 30 Jun 24 compared to 125 in the previous quarter (a -26.40% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2475-22.68%
31 Mar, 2497-3.00%
31 Dec, 2310011.11%
30 Sep, 23902.27%
30 Jun, 2388-12.00%
31 Mar, 2310019.05%
31 Dec, 228415.07%
30 Sep, 2273-20.65%
30 Jun, 2292-2.13%
31 Mar, 22948.05%
31 Dec, 218719.18%
30 Sep, 2173-5.19%
30 Jun, 21774.05%
31 Mar, 217412.12%
31 Dec, 2066-15.38%
30 Sep, 2078-3.70%
30 Jun, 2081-5.81%
31 Mar, 20868.86%
31 Dec, 197911.27%
30 Sep, 19714.41%
30 Jun, 19686.25%
31 Mar, 196416.36%
31 Dec, 1855-1.79%
30 Sep, 1856-1.75%
30 Jun, 18577.55%
31 Mar, 1853-20.90%
31 Dec, 176719.64%
30 Sep, 1756-3.45%
30 Jun, 1758-4.92%
31 Mar, 1761-8.96%
31 Dec, 166715.52%
30 Sep, 16583.57%
30 Jun, 16569.80%
31 Mar, 1651-16.39%
31 Dec, 156117.31%
30 Sep, 155213.04%
30 Jun, 154615.00%
31 Mar, 1540-18.37%
31 Dec, 1449-
30 Sep, 144911.36%
30 Jun, 1444-2.22%
31 Mar, 144525.00%
31 Dec, 1336-14.29%
30 Sep, 1342250.00%
30 Jun, 131250.00%
31 Mar, 138-50.00%
31 Dec, 121633.33%
30 Sep, 1212-7.69%
30 Jun, 121318.18%
31 Mar, 1211-21.43%
31 Dec, 1114-30.00%
30 Sep, 1120900.00%
30 Jun, 112-77.78%
31 Mar, 119-10.00%
31 Dec, 1010-23.08%
30 Sep, 1013-13.33%
30 Jun, 101536.36%
31 Mar, 101183.33%
31 Dec, 096-33.33%
30 Sep, 099-35.71%
30 Jun, 09147.69%
31 Mar, 0913160.00%
31 Dec, 085-44.44%
30 Sep, 08928.57%
30 Jun, 087-
31 Mar, 087-
31 Dec, 077-
30 Sep, 07740.00%
30 Jun, 075-
31 Mar, 07566.67%
31 Dec, 063-25.00%
30 Sep, 064-20.00%
30 Jun, 06566.67%
31 Mar, 063-40.00%
31 Dec, 055-
30 Sep, 05566.67%
30 Jun, 053-62.50%
31 Mar, 058700.00%
31 Dec, 041-50.00%
30 Sep, 042-50.00%
30 Jun, 044100.00%
31 Mar, 042100.00%
31 Dec, 031-66.67%
30 Sep, 03350.00%
30 Jun, 032100.00%
31 Mar, 031-
31 Dec, 02--100.00%
30 Sep, 022100.00%
30 Jun, 021-
31 Mar, 021-
31 Dec, 011-
30 Sep, 011-
30 Jun, 011-
31 Mar, 011-
31 Dec, 001-
30 Sep, 001-
30 Jun, 001-
31 Mar, 00--100.00%
31 Dec, 991-
30 Sep, 99--100.00%
30 Jun, 992-
31 Mar, 99--

75 institutional shareholders have reduced their position in CWT stock as of 30 Jun 24 compared to 97 in the previous quarter (a -22.68% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24211-22.14%35,257,498-26.84%61.07%0.88%92-26.40%75-22.68%
31 Mar, 24271-3.56%48,191,1561.19%83.47%1.19%125-4.58%97-3.00%
31 Dec, 232814.85%47,624,2040.98%83.62%1.25%1315.65%10011.11%
30 Sep, 23268-5.96%47,159,7141.40%81.73%1.21%124-11.43%902.27%
30 Jun, 23285-4.04%46,510,3403.79%82.04%1.27%1407.69%88-12.00%
31 Mar, 232972.06%44,811,234-0.34%80.50%1.21%130-10.34%10019.05%
31 Dec, 222916.20%44,965,8652.64%81.63%1.24%1453.57%8415.07%
30 Sep, 22274-43,809,2850.06%81.12%1.23%14019.66%73-20.65%
30 Jun, 22274-9.27%43,781,3913.68%81.07%1.31%117-23.03%92-2.13%
31 Mar, 223020.33%42,229,4072.63%78.59%1.24%152-6.75%948.05%
31 Dec, 2130114.89%41,146,9251.52%79.69%1.30%16321.64%8719.18%
30 Sep, 212626.50%40,531,1312.69%78.21%1.31%13418.58%73-5.19%
30 Jun, 21246-1.99%39,471,0422.51%77.27%1.33%113-1.74%774.05%
31 Mar, 212510.40%38,502,7250.83%76.33%1.31%115-7.26%7412.12%
31 Dec, 202502.88%38,185,8983.27%76.39%1.34%12422.77%66-15.38%
30 Sep, 20243-5.08%36,975,5582.10%75.41%1.38%101-9.82%78-3.70%
30 Jun, 202561.19%36,215,2000.41%74.01%1.33%1127.69%81-5.81%
31 Mar, 20253-4.17%36,066,284-3.14%74.59%1.25%104-10.34%868.86%
31 Dec, 19264-37,234,1342.62%77.30%1.36%116-4.13%7911.27%
30 Sep, 192643.13%36,282,953-2.21%75.37%1.27%121-0.82%714.41%
30 Jun, 19256-0.39%37,101,8342.95%77.08%1.35%122-6.15%686.25%
31 Mar, 192577.08%36,039,7332.06%75.48%1.40%1300.78%6416.36%
31 Dec, 1824011.11%35,312,9951.14%73.48%1.39%12930.30%55-1.79%
30 Sep, 182160.93%34,915,3800.34%72.63%1.39%9916.47%56-1.75%
30 Jun, 18214-6.14%34,795,3682.02%72.38%1.44%85-27.97%577.55%
31 Mar, 182282.24%34,106,2410.91%71.01%1.43%11816.83%53-20.90%
31 Dec, 1722317.37%33,797,4371.12%70.40%1.45%10132.89%6719.64%
30 Sep, 17190-2.06%33,423,3051.20%69.61%1.47%76-6.17%56-3.45%
30 Jun, 17194-3.96%33,028,5820.02%68.78%1.45%81-10.00%58-4.92%
31 Mar, 17202-0.98%33,023,405-0.93%68.82%1.42%90-1.10%61-8.96%
31 Dec, 162047.37%33,334,9490.31%69.52%1.45%9116.67%6715.52%
30 Sep, 16190-33,232,888-6.07%69.28%1.27%78-13.33%583.57%
30 Jun, 161901.06%35,380,1921.53%73.75%1.39%90-14.29%569.80%
31 Mar, 1618812.57%34,845,55112.60%72.74%1.74%10550.00%51-16.39%
31 Dec, 151675.70%30,946,879-18.91%64.64%1.02%70-2.78%6117.31%
30 Sep, 15158-3.07%38,165,87827.52%79.71%2.04%72-8.86%5213.04%
30 Jun, 151634.49%29,928,5091.44%62.51%1.64%79-1.25%4615.00%
31 Mar, 15156-1.89%29,503,815-0.37%61.69%1.61%80-1.23%40-18.37%
31 Dec, 1415912.77%29,614,773-0.68%61.95%1.59%8155.77%49-
30 Sep, 141411.44%29,816,769-1.63%62.37%1.55%52-13.33%4911.36%
30 Jun, 14139-2.11%30,309,4203.45%63.40%1.68%60-3.23%44-2.22%
31 Mar, 14142-0.70%29,297,4702.49%61.35%1.62%62-20.51%4525.00%
31 Dec, 131435.15%28,587,0194.06%61.63%1.86%7827.87%36-14.29%
30 Sep, 1313610.57%27,472,2093.23%57.55%1.85%61-38.38%42250.00%
30 Jun, 13123156.25%26,612,691315.17%55.76%24.22%99219.35%1250.00%
31 Mar, 1348-4.00%6,410,02612.69%15.17%8.24%3140.91%8-50.00%
31 Dec, 1250-5.66%5,688,278-9.46%13.57%6.04%22-26.67%1633.33%
30 Sep, 1253-5.36%6,282,846-24.86%14.99%3.77%303.45%12-7.69%
30 Jun, 12563.70%8,361,4277.97%19.95%5.82%29-1318.18%
31 Mar, 12541.89%7,744,01613.22%18.51%6.90%29-11-21.43%
31 Dec, 115310.42%6,839,85613.22%16.38%7.83%2993.33%14-30.00%
30 Sep, 1148-5.88%6,041,141-34.54%14.46%2.96%15-69.39%20900.00%
30 Jun, 115113.33%9,228,336125.22%22.10%22.89%49104.17%2-77.78%
31 Mar, 11454.65%4,097,49357.38%9.83%25.16%249.09%9-10.00%
31 Dec, 10437.50%2,603,64614.38%6.25%20.89%2222.22%10-23.08%
30 Sep, 1040-6.98%2,276,316-7.61%5.47%15.60%18-13-13.33%
30 Jun, 10437.50%2,463,681-9.48%5.92%13.80%18-18.18%1536.36%
31 Mar, 104025.00%2,721,780-14.72%6.55%11.09%2215.79%1183.33%
31 Dec, 0932-13.51%3,191,406-14.65%7.69%9.46%19-5.00%6-33.33%
30 Sep, 0937-26.00%3,739,00731.84%9.01%19.29%20-23.08%9-35.71%
30 Jun, 0950-12.28%2,835,9664.90%6.84%16.08%26-27.78%147.69%
31 Mar, 09571.79%2,703,441-23.38%6.52%8.98%36-18.18%13160.00%
31 Dec, 085647.37%3,528,55739.93%8.52%23.00%44120.00%5-44.44%
30 Sep, 08385.56%2,521,7089.48%6.09%19.69%20-928.57%
30 Jun, 08369.09%2,303,32910.68%5.56%21.97%2025.00%7-
31 Mar, 0833-2.94%2,081,13830.84%5.03%33.97%16-20.00%7-
31 Dec, 073425.93%1,590,59341.46%3.85%52.00%2042.86%7-
30 Sep, 0727-1,124,437-20.43%2.72%23.27%14-6.67%740.00%
30 Jun, 0727-1,413,17116.37%3.42%39.58%15-6.25%5-
31 Mar, 0727-6.90%1,214,33627.83%2.94%54.24%16-30.43%566.67%
31 Dec, 0629123.08%949,985198.73%2.33%311.97%23187.50%3-25.00%
30 Sep, 0613-18.75%318,011-37.53%0.86%45.18%814.29%4-20.00%
30 Jun, 0616-15.79%509,034-19.20%1.38%47.20%7-566.67%
31 Mar, 0619-629,987-33.57%1.71%25.71%7-22.22%3-40.00%
31 Dec, 05195.56%948,33618.59%2.58%54.54%912.50%5-
30 Sep, 0518-25.00%799,679-2.52%2.17%43.64%8-50.00%566.67%
30 Jun, 052433.33%820,310-5.52%2.23%39.97%16128.57%3-62.50%
31 Mar, 05185.88%868,28213.18%2.36%48.73%7-46.15%8700.00%
31 Dec, 041713.33%767,1667.25%2.20%57.94%1344.44%1-50.00%
30 Sep, 0415-16.67%715,274-1.62%1.95%42.46%9-18.18%2-50.00%
30 Jun, 041812.50%727,048-23.04%2.14%27.53%11-4100.00%
31 Mar, 04166.67%944,76150.29%2.79%68.09%11-2100.00%
31 Dec, 031566.67%628,635147.35%2.02%329.34%11175.00%1-66.67%
30 Sep, 03912.50%254,14796.40%0.78%431.63%4-350.00%
30 Jun, 03814.29%129,400-36.08%0.43%95.86%433.33%2100.00%
31 Mar, 037-202,4544.09%0.67%162.49%3-40.00%1-
31 Dec, 027-194,5009.74%0.64%188.01%525.00%--100.00%
30 Sep, 027-12.50%177,242-6.19%0.58%150.77%4-20.00%2100.00%
30 Jun, 028-188,9390.92%0.62%163.67%525.00%1-
31 Mar, 02814.29%187,213-8.55%0.62%135.64%4-20.00%1-
31 Dec, 017-204,7169.69%0.67%178.47%566.67%1-
30 Sep, 017-12.50%186,625-20.64%0.61%102.47%3-40.00%1-
30 Jun, 01833.33%235,15673.18%0.77%387.25%525.00%1-
31 Mar, 01620.00%135,78520.99%0.45%325.80%433.33%1-
31 Dec, 00525.00%112,22523.20%0.37%409.68%3-1-
30 Sep, 004-50.00%91,091-36.21%0.30%134.81%3-40.00%1-
30 Jun, 00860.00%142,79827.51%0.47%252.02%5-1-
31 Mar, 005-111,99224.43%0.43%486.75%566.67%--100.00%
31 Dec, 99525.00%90,002-66.60%0.30%26.67%3-1-
30 Sep, 994-33.33%269,453-23.99%1.06%76.64%3---100.00%
30 Jun, 99650.00%354,504-10.66%1.17%51.25%3-25.00%2-
31 Mar, 994-396,810-1.51%-4---

California Water Service Group Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 08, 2024Krummel Thomas Mdirector-S-SaleSell555$52.91$29.36K23,060
Jul 17, 2024Krummel Thomas Mdirector-S-SaleSell555$52.99$29.41K23,616
Jul 11, 2024Krummel Thomas Mdirector-S-SaleSell1,654$50.07$82.82K24,171

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 08, 2024Krummel Thomas Mdirector-S-SaleSell555$52.91$29.36K23,060
Jul 17, 2024Krummel Thomas Mdirector-S-SaleSell555$52.99$29.41K23,616
Jul 11, 2024Krummel Thomas Mdirector-S-SaleSell1,654$50.07$82.82K24,171
Jun 11, 2024Webb Ronald Dofficer VP, Human ResourcesF-InKindSell51$47.59$2.43K25,987
Jun 11, 2024Scanlon Thomas Aofficer Controller & Principal AcctngF-InKindSell23$47.59$1.09K3,839
Jun 11, 2024Ouyang Elissa Yofficer Chief Procurement & Lead CIF-InKindSell52$47.59$2.47K11,500
Jun 11, 2024Mortensen Michelle Rofficer VP, Corp Sec &Chief of StaffF-InKindSell57$47.59$2.71K11,075
Jun 11, 2024Milleman Greg Aofficer VP, Rates and Regulatory AffF-InKindSell52$47.59$2.47K9,081
Jun 11, 2024Mares Michael S JRofficer Vice President, OperationsF-InKindSell44$47.59$2.09K9,120
Jun 11, 2024Luu Michael Bofficer Sr. VP Corp Svcs & Chief RiskF-InKindSell54$47.59$2.57K21,379
Jun 11, 2024KROPELNICKI MARTIN Aofficer Chairman, President & CEOF-InKindSell332$47.59$15.80K130,469
Jun 11, 2024James Sophie Marwiehofficer VP, Water Quality/ Env AffairsF-InKindSell24$47.59$1.14K4,318
Jun 11, 2024Dean Shannon Cofficer SR. VP, Cust Svc & Chief Sust.F-InKindSell57$47.59$2.71K20,600
Jun 11, 2024Bunting Shawn Cofficer Sr. VP, GC and Business DevF-InKindSell45$47.59$2.14K2,431

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 08, 2024Krummel Thomas Mdirector-S-SaleSell555$52.91$29.36K23,060
Jul 17, 2024Krummel Thomas Mdirector-S-SaleSell555$52.99$29.41K23,616
Jul 11, 2024Krummel Thomas Mdirector-S-SaleSell1,654$50.07$82.82K24,171
Jun 11, 2024Webb Ronald Dofficer VP, Human ResourcesF-InKindSell51$47.59$2.43K25,987
Jun 11, 2024Scanlon Thomas Aofficer Controller & Principal AcctngF-InKindSell23$47.59$1.09K3,839
Jun 11, 2024Ouyang Elissa Yofficer Chief Procurement & Lead CIF-InKindSell52$47.59$2.47K11,500
Jun 11, 2024Mortensen Michelle Rofficer VP, Corp Sec &Chief of StaffF-InKindSell57$47.59$2.71K11,075
Jun 11, 2024Milleman Greg Aofficer VP, Rates and Regulatory AffF-InKindSell52$47.59$2.47K9,081
Jun 11, 2024Mares Michael S JRofficer Vice President, OperationsF-InKindSell44$47.59$2.09K9,120
Jun 11, 2024Luu Michael Bofficer Sr. VP Corp Svcs & Chief RiskF-InKindSell54$47.59$2.57K21,379
Jun 11, 2024KROPELNICKI MARTIN Aofficer Chairman, President & CEOF-InKindSell332$47.59$15.80K130,469
Jun 11, 2024James Sophie Marwiehofficer VP, Water Quality/ Env AffairsF-InKindSell24$47.59$1.14K4,318
Jun 11, 2024Dean Shannon Cofficer SR. VP, Cust Svc & Chief Sust.F-InKindSell57$47.59$2.71K20,600
Jun 11, 2024Bunting Shawn Cofficer Sr. VP, GC and Business DevF-InKindSell45$47.59$2.14K2,431
Jun 07, 2024Webb Ronald Dofficer VP, Human ResourcesA-AwardBuy1,616$49.62$80.19K26,038
Jun 07, 2024Scanlon Thomas Aofficer Controller & Principal AcctngA-AwardBuy970$49.62$48.13K3,862
Jun 07, 2024Ouyang Elissa Yofficer Chief Procurement & Lead CIA-AwardBuy1,616$49.62$80.19K11,552
Jun 07, 2024Mortensen Michelle Rofficer VP, Corp Sec &Chief of StaffA-AwardBuy1,616$49.62$80.19K11,132
Jun 07, 2024Milleman Greg Aofficer VP, Rates and Regulatory AffA-AwardBuy1,616$49.62$80.19K9,133
Jun 07, 2024Mares Michael S JRofficer Vice President, OperationsA-AwardBuy1,616$49.62$80.19K9,164

The last insider sell of California Water Service Group's stock was made by Krummel Thomas M on Aug 08 2024, selling 555 shares at $52.91 per share (valued at $29.36K).

California Water Service Group Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-3-
Q2 20242222100.00%
Q1 20245342126.19%
Q4 20231244.17%
Q3 20231185.56%
Q2 2023-28-
Q1 2023344969.39%
Q4 2022-31-
Q3 2022-22-
Q2 2022-23-
Q1 2022385273.08%
Q4 2021-26-
Q3 2021-29-
Q2 20211313.23%
Q1 20215852111.54%
Q4 2020-29-
Q3 2020-25-
Q2 2020-24-
Q1 2020354872.92%
Q4 20192296.90%

0 total buy trades, and 3 total sell trades (buy/sell ratio of 0.00%) were made by California Water Service Group's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-3-
Q2 2024-2-
Q1 2024-1-
Q4 2023-4-
Q3 2023---
Q2 2023-1-
Q1 2023---
Q4 2022-4-
Q3 2022-3-
Q2 2022-4-
Q1 2022---
Q4 2021-2-
Q3 2021-4-
Q2 2021-4-
Q1 2021-1-
Q4 2020-4-
Q3 2020---
Q2 2020---
Q1 2020---
Q4 2019-2-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 3 open market sell trades of California Water Service Group's stocks.

California Water Service Group Peer Ownership


TickerCompany
SJWSJW Group
AWRAmerican States Water Company
MSEXMiddlesex Water Company
AWKAmerican Water Works Company, Inc.
WTRGEssential Utilities, Inc.
ARTNAArtesian Resources Corporation
YORWThe York Water Company
CWCOConsolidated Water Co. Ltd.
GWRSGlobal Water Resources, Inc.

CWT Ownership FAQ


California Water Service Group is owned by institutional shareholders (61.07%), insiders (0.73%), and public (38.20%). The largest institutional shareholder of California Water Service Group is BLACKROCK INC. (17.87% of total shares) and the top mutual fund owner is T. Rowe Price Small-Cap Stock Fund, Inc. (0.23% of total shares).

California Water Service Group's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, T. ROWE PRICE INVESTMENT MANAGEMENT, INC., STATE STREET CORP, and NUANCE INVESTMENTS, LLC. The top five shareholders own together 45.74% of the company's share outstanding.

As of Jun 2024, there are 211 institutional shareholders of California Water Service Group.

BLACKROCK INC owns 10.32M shares of California Water Service Group, representing 17.87% of the company's total shares outstanding, valued at $500.39M (as of Jun 2024).

As of Jun 2024, VANGUARD GROUP INC holds 7.15M shares of California Water Service Group (CWT), compromising 12.38% of the company, valued at $346.5M.

T. ROWE PRICE INVESTMENT MANAGEMENT, INC is the third largest holder of California Water Service Group. The company owns 3.14M of the company's shares outstanding (worth $152.24M).