California Wtr Svc Group (CWT): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy California Wtr Svc Group (CWT) following the 2026 Q1 hedge fund 13F filings?

As of today, CWT has moved +7.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +92.3% for the XLU sector ETF — an outperformance of -85.3%. Since the quarter end (March 31, 2026), CWT gained +0.2% vs -1.8% 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 331 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

331 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 (+9 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.

🟢

More buyers than sellers — 60% buying

182 buying122 selling

Last quarter: 182 funds were net buyers (45 opened a brand new position + 137 added to an existing one). Only 122 were sellers (86 trimmed + 36 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~45 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 40 → 40 → 41 → 45. 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

221 out of 331 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 — ~45 new funds/quarter

49 → 40 → 40 → 41 → 45 new funds/Q

New funds entering each quarter: 40 → 40 → 41 → 45. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 12% 1-2yr ■ 18% new

Of 331 current holders: 233 (70%) 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 — 43% AUM from top-100 funds

43% from top-100 AUM funds

51 of 331 holders are among the 100 largest funds by AUM, controlling 43% 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 Q1)

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:

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	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	Northstar Asset Management Inc	0.83%	59,981	$2.7M
6	Nia Impact Advisors, LLC	0.72%	35,916	$1.6M
7	Teton Advisors, LLC	0.64%	20,060	$910K
8	Bridge City Capital, LLC	0.48%	38,292	$1.7M
9	Cbre Investment Management Listed Real Assets LLC	0.44%	647,515	$29.4M
10	Green Alpha Advisors, LLC	0.35%	7,843	$356K
11	Arjuna Capital	0.33%	28,638	$1.3M
12	Meiji Yasuda Asset Management Co Ltd.	0.30%	134,116	$6.1M
13	Rodgers Brothers Inc.	0.26%	50,025	$2.3M
14	CoreCommodity Management, LLC	0.24%	28,561	$1.3M
15	Corient IA LLC	0.19%	4,440	$201K
16	Canvas Wealth Advisors, LLC	0.17%	22,624	$1.0M
17	Clear Harbor Asset Management, LLC	0.15%	49,311	$2.2M
18	Asset Planning,Inc	0.15%	4,500	$204K
19	ELCO Management Co., LLC	0.14%	6,463	$293K
20	Farmers & Merchants Trust Co of Long Beach	0.14%	13,000	$589K
21	Clean Yield Group	0.13%	10,135	$460K
22	Virtue Capital Management, LLC	0.12%	17,578	$807K
23	Martingale Asset Management L P	0.12%	103,980	$4.7M
24	Ketron Financial	0.11%	6,900	$313K
25	AlphaQuest LLC	0.10%	43,190	$1.9M

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: 182 funds were net buyers (45 opened a brand new position + 137 added to an existing one). Only 122 were sellers (86 trimmed + 36 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CWT holders?

Elite ownership — 43% AUM from top-100 funds: 51 of 331 holders are among the 100 largest funds by AUM, controlling 43% 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: 221 out of 331 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 Q1 hedge fund 13F filings?

As of today, CWT has moved +7.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +92.3% for the XLU sector ETF — an outperformance of -85.3%. Since the quarter end (March 31, 2026), CWT has gained +0.2% vs -1.8% 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.

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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 — ~45 new funds per quarter

67% of holders stayed for 2+ years

Steady discovery — ~45 new funds/quarter

Deep conviction — 70% of holders stayed 2+ years

Elite ownership — 43% 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 Q1)

Frequently Asked Questions — California Wtr Svc Group (CWT)

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