Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

California Wtr Svc Group (CWT)

335 + 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
57%

Smart Money Signals — CWT

Based on 339 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
339 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 (+10 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 57% buying

189 buying142 selling
Last quarter: 189 funds bought or added vs 142 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new CWT position: 41 → 41 → 46 → 54. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 18% medium ■ 17% new
219 out of 339 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.
📈

Growing discovery — still being found

41 → 41 → 41 → 46 → 54 new funds/Q
New funds entering each quarter: 41 → 41 → 46 → 54. A growing number of institutions are discovering CWT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 20% newcomers

■ 68% veterans ■ 12% 1-2yr ■ 20% new
Entry-cohort mix of 339 holders: 230 (68%) are 2+ year veterans, 41 entered 1–2 years ago, and 68 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds
52 of 339 holders are among the 100 largest funds by AUM, controlling 64% 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.

Institutional Sentiment Summary — CWT

In 2026 Q2, 189 hedge funds were net buyers of CWT (54 opened a new position, 135 added to an existing one), while 142 reduced or exited (93 trimmed, 49 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 64% of total institutional value in CWT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 339.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 1 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: CWT
335 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 335 334 0.3%
13F Shares 55M 52M 6.52%
Total Value $2.46B $2.15B 14.54%
New Positions 52 46 +6
Increased Positions 134 138 -4
Closed Positions 51 36 +15
Reduced Positions 93 86 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CWT

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Institutional Holders (2026 Q2)

335 + 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:
Top 25 CWT holders by conviction (% of portfolio weight) — 2026 Q2 · 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 ATLAS Infrastructure Partners (UK) Ltd. 2.93% 1,984,605 $96.6M
4 Nia Impact Advisors, LLC 1.73% 85,841 $4.2M
5 Triodos Investment Management BV 1.46% 493,000 $24.0M
6 Wulff, Hansen & CO. 0.72% 19,215 $935K
7 Northstar Asset Management Inc 0.69% 48,193 $2.3M
8 ANTIPODES PARTNERS Ltd 0.67% 753,386 $36.7M
9 Teton Advisors, LLC 0.56% 20,060 $976K
10 nVerses Capital, LLC 0.45% 6,063 $295K
11 Bridge City Capital, LLC 0.42% 37,553 $1.8M
12 CoreCommodity Management, LLC 0.41% 42,138 $2.1M
13 Sagefield Capital LP 0.31% 86,243 $4.2M
14 Arjuna Capital 0.31% 28,258 $1.4M
15 Meiji Yasuda Asset Management Co Ltd. 0.27% 123,523 $6.0M
16 Dockside LLC 0.27% 23,624 $1.1M
17 Green Alpha Advisors, LLC 0.26% 7,830 $381K
18 Corient IA LP 0.20% 4,440 $216K
19 Clear Harbor Asset Management, LLC 0.15% 49,211 $2.4M
20 Asset Planning,Inc 0.14% 4,500 $219K
21 Farmers & Merchants Trust Co of Long Beach 0.14% 13,000 $632K
22 Martingale Asset Management L P 0.13% 114,662 $5.6M
23 ELCO Management Co., LLC 0.13% 6,093 $296K
24 Clean Yield Group 0.12% 9,835 $478K
25 Rodgers Brothers Inc. 0.12% 25,075 $1.2M
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

Slight buying edge — 57% buying: Last quarter: 189 funds bought or added vs 142 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CWT holders?

Elite ownership — 64% AUM from top-100 funds: 52 of 339 holders are among the 100 largest funds by AUM, controlling 64% 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?

65% of holders stayed for 2+ years: 219 out of 339 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.

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