CWT
California Water Service Group · Utilities · Regulated Water
Momentum inputs (comparable managers):
holder breadth -5.9% ·
share flow +2.3% ·
net new positions -12.5%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 63.67K | $2.93M | n/a | n/a |
| Q2 2026 | 97 | -7 | 34.03M | $1.66B | +6 | −15 |
| Q1 2026 | 109 | +1 | 36.19M | $1.64B | +7 | −7 |
| Q4 2025 | 109 | +1 | 39.49M | $1.71B | +2 | n/a |
| Q3 2025 | 16 | -1 | 26.36M | $1.21B | n/a | −2 |
| Q2 2025 | 15 | +2 | 24.84M | $1.13B | +3 | −1 |
| Q1 2025 | 10 | 0 | 5.85M | $283.54M | +1 | −1 |
| Q4 2024 | 10 | +1 | 6.00M | $272.11M | +1 | n/a |
| Q3 2024 | 8 | -1 | 2.59M | $140.66M | +1 | −2 |
| Q2 2024 | 9 | n/a | 2.31M | $112.22M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 10.45M | +0.8% | $479.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×13 |
| 2 | The Vanguard Group ✦ (passive) | 7.31M | -0.9% | $335.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (passive) | 3.10M | -2.6% | $142.30M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 1.42M | -0.1% | $65.00M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 5 | Fidelity (FMR) ✦ | 1.40M | +33.3% | $64.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Morgan Stanley ✦ | 802.12K | n/a | $36.81M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 7 | JPMorgan Chase ✦ | 554.49K | n/a | $25.45M | 0.0% | n/c | 1 | SEC ↗ ×20 |
| 8 | Millennium Management ✦ | 368.07K | +5365.1% | $16.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 301.12K | +7.2% | $13.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 259.99K | n/a | $11.93M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | T. Rowe Price ✦ | 151.40K | +2.2% | $6.95M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 12 | AQR Capital Management ✦ | 114.15K | +55.1% | $5.24M | 0.0% | ▲ Add | 6 | SEC ↗ ×5 |
| 13 | Arrowstreet Capital ✦ | 57.17K | -26.9% | $2.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | D. E. Shaw & Co. ✦ | 36.36K | +491.6% | $1.67M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 20.38K | +172.6% | $935,055 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 13.89K | -77.6% | $637,274 | 0.0% | ▼ Trim | 5 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Norges Bank | $30.76M | was 0.0% |
| Adage Capital Partners | $4.55M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 334 holders, 51.13M shares, $2.11B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Director · 500 sh · $25,105
Director · 3.70K sh · $186,350
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology