Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CALIFORNIA WTR SVC GROUP (CWT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
2Q ▼
Buyers last Q
45%

Smart Money Signals — CWT

Based on 304 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their CWT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
304 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 (+4 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 45% buying

137 buying168 selling
Last quarter: 168 funds reduced or exited vs 137 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~40 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 47 → 37 → 38 → 40. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 18% medium ■ 12% new
214 out of 304 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 — ~40 new funds/quarter

37 → 47 → 37 → 38 → 40 new funds/Q
New funds entering each quarter: 47 → 37 → 38 → 40. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 74% of holders stayed 2+ years

■ 74% veterans ■ 10% 1-2yr ■ 16% new
Of 306 current holders: 227 (74%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
40 of 304 holders are among the 100 largest funds by AUM, controlling 53% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

Hedge Fund Ownership: CWT

How many hedge funds hold CWT — quarterly history vs. share price
Quarterly hedge fund ownership of CWT vs. share price

Market Analysis: CWT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CWT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

52 top-rated funds 0 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: CWT
2026 Q1 Stats Unlock in 11 days 306 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 306 312 -1.92%
13F Shares 47M 49M -4.29%
Total Value $2.05B $2.26B -9.48%
New Positions 40 38 +2
Increased Positions 101 111 -10
Closed Positions 45 39 +6
Reduced Positions 125 104 +21
Total Calls 2 3 -33.33%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.33 Bullish

Statistics: CWT

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

306 + investors

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

Top 25 institutional holders of CWT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NUANCE INVESTMENTS, LLC 10.14% 1,603,748 $72.7M
2 Beck Bode, LLC 3.16% 411,714 $18.7M
3 Triodos Investment Management BV 1.42% 414,000 $18.8M
4 WULFF, HANSEN & CO. 0.90% 19,375 $878K
5 NIA IMPACT ADVISORS, LLC 0.72% 35,916 $1.6M
6 Green Alpha Advisors, LLC 0.35% 7,843 $356K
7 Arjuna Capital 0.33% 28,638 $1.3M
8 Canvas Wealth Advisors, LLC 0.17% 22,624 $1.0M
9 Clear Harbor Asset Management, LLC 0.15% 49,311 $2.2M
10 Asset Planning,Inc 0.15% 4,500 $204K
11 ELCO Management Co., LLC 0.14% 6,463 $293K
12 Farmers & Merchants Trust Co of Long Beach 0.14% 13,000 $589K
13 Clean Yield Group 0.13% 10,135 $460K
14 Virtue Capital Management, LLC 0.12% 17,578 $807K
15 Ketron Financial 0.11% 6,900 $313K
16 AlphaQuest LLC 0.10% 43,190 $1.9M
17 FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.08% 51,806 $2.3M
18 Blue Water Asset Management 0.08% 4,871 $221K
19 LeClair Wealth Partners LLC 0.08% 4,871 $221K
20 Sovereign Financial Group, Inc. 0.07% 8,788 $398K
21 Abacus Wealth Partners, LLC 0.07% 16,386 $743K
22 KBC Group NV 0.07% 577,247 $26K
23 SPIRIT OF AMERICA MANAGEMENT CORP/NY 0.06% 7,150 $324K
24 Millstone Evans Group, LLC 0.06% 2,250 $102K
25 Wellington Shields & Co., LLC 0.06% 5,000 $227K
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?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their CWT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CWT?

More sellers than buyers — 45% buying: Last quarter: 168 funds reduced or exited vs 137 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CWT holders?

Elite ownership — 53% AUM from top-100 funds: 40 of 304 holders are among the 100 largest funds by AUM, controlling 53% 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?

70% of holders stayed for 2+ years: 214 out of 304 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.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.