California Wtr Svc Group (CWT) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy California Wtr Svc Group (CWT) following the 2026 Q2 hedge fund 13F filings?

As of today, CWT has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLU sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), CWT gained +3.1% vs -2.9% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

California Wtr Svc Group (CWT)

329 + Investors. Track Smart Money conviction in CWT. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — CWT

Based on 333 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added CWT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

333 hedge funds hold CWT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding CWT is almost the same as a year ago (+11 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.

🟢

More buyers than sellers — 60% buying

184 buying123 selling

Last quarter: 184 funds were net buyers (46 opened a brand new position + 138 added to an existing one). Only 123 were sellers (86 trimmed + 37 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~46 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 41 → 41 → 41 → 46. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 20% medium ■ 13% new

222 out of 333 hedge funds have held CWT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~46 new funds/quarter

49 → 41 → 41 → 41 → 46 new funds/Q

New funds entering each quarter: 41 → 41 → 41 → 46. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 70% veterans vs 18% newcomers

■ 70% veterans ■ 12% 1-2yr ■ 18% new

Entry-cohort mix of 333 holders: 234 (70%) are 2+ year veterans, 39 entered 1–2 years ago, and 60 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds

55 of 333 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in CWT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.3

out of 10

Low Exit Risk

Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	329	322	2.17%
13F Shares	51M	47M	7.61%
Total Value	$2.11B	$2.05B	2.97%
New Positions	44	41	+3
Increased Positions	136	98	+38
Closed Positions	37	47	-10
Reduced Positions	85	128	-43
Total Calls	0	2	-100.0%
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

329

322

2.17%

13F Shares

51M

47M

7.61%

Total Value

$2.11B

$2.05B

2.97%

New Positions

Increased Positions

136

+38

Closed Positions

-10

Reduced Positions

128

-43

Total Calls

-100.0%

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

329 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CWT. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CWT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Nuance Investments, LLC	9.07%	1,096,077	$53.3M
2	Beck Bode, LLC	3.14%	426,692	$20.8M
3	Nia Impact Advisors, LLC	1.73%	85,841	$4.2M
4	Triodos Investment Management BV	1.46%	493,000	$24.0M
5	Wulff, Hansen & CO.	0.72%	19,215	$935K
6	Northstar Asset Management Inc	0.69%	48,193	$2.3M
7	ANTIPODES PARTNERS Ltd	0.67%	753,386	$36.7M
8	Teton Advisors, LLC	0.56%	20,060	$976K
9	nVerses Capital, LLC	0.45%	6,063	$295K
10	Bridge City Capital, LLC	0.42%	37,553	$1.8M
11	Dockside LLC	0.27%	23,624	$1.1M
12	Green Alpha Advisors, LLC	0.26%	7,830	$381K
13	Corient IA LP	0.20%	4,440	$216K
14	Clear Harbor Asset Management, LLC	0.15%	49,211	$2.4M
15	Asset Planning,Inc	0.14%	4,500	$219K
16	Farmers & Merchants Trust Co of Long Beach	0.14%	13,000	$632K
17	Martingale Asset Management L P	0.13%	114,662	$5.6M
18	ELCO Management Co., LLC	0.13%	6,093	$296K
19	Clean Yield Group	0.12%	9,835	$478K
20	Rodgers Brothers Inc.	0.12%	25,075	$1.2M
21	Canvas Wealth Advisors, LLC	0.12%	17,079	$831K
22	Ketron Financial	0.10%	6,900	$336K
23	Virtue Capital Management, LLC	0.09%	13,428	$653K
24	Duff & Phelps Investment Management Co	0.08%	183,197	$8.9M
25	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	0.08%	26,617	$1.3M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — California Wtr Svc Group (CWT)

What does the Smart Money Trend signal show for CWT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CWT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CWT?

More buyers than sellers — 60% buying: Last quarter: 184 funds were net buyers (46 opened a brand new position + 138 added to an existing one). Only 123 were sellers (86 trimmed + 37 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CWT holders?

Elite ownership — 66% AUM from top-100 funds: 55 of 333 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in CWT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CWT?

67% of holders stayed for 2+ years: 222 out of 333 hedge funds have held CWT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy California Wtr Svc Group (CWT) following the 2026 Q2 hedge fund 13F filings?

As of today, CWT has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLU sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), CWT has gained +3.1% vs -2.9% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

California Wtr Svc Group (CWT)

Smart Money Signals — CWT

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Stable — ownership unchanged year-over-year

More buyers than sellers — 60% buying

Steady new buyers — ~46 new funds per quarter

67% of holders stayed for 2+ years

Steady discovery — ~46 new funds/quarter

Veteran-anchored — 70% veterans vs 18% newcomers

Elite ownership — 66% AUM from top-100 funds

Institutional Sentiment Summary — CWT

Hedge Fund Ownership: CWT

Market Analysis: CWT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CWT

Is It Too Late to Buy California Wtr Svc Group (CWT) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: CWT

Statistics: CWT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — California Wtr Svc Group (CWT)

Welcome to 13Foresight!