CWT Institutional Ownership
California Water Service Group
1W: +2.9%
1M: +4.7%
3M: -7.0%
YTD: +12.2%
1Y: -2.9%
3Y: +7.2%
5Y: -12.4%
$47.82
+0.06 (+0.13%)
Weekly Expected Move ±3.1%
$45
$47
$48
$50
$51
Credit Risk of going bust: lower than 70% of companies Debt: 36.2% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.47 (down 97%), California Water Service Group would be worth roughly what it owes.
Total debt $1.68B against a stock market value of $2.96B.
Distance to default 7.56 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $941.6M (short-term plus half of long-term), stock volatility 24.8%; Altman Z'' 0.91. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $1.47 (down 97%), California Water Service Group would be worth roughly what it owes.
Total debt $1.68B against a stock market value of $2.96B.
Distance to default 7.56 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $941.6M (short-term plus half of long-term), stock volatility 24.8%; Altman Z'' 0.91. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — CWT
389
Institutional Holders
+20 vs prior quarter
0.0%
Ownership
+0.00pp
$3B
Total Invested
55
New Positions
138
Increased
140
Reduced
42
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (423 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 10,755,498 | $514M | +446,943 | +4.3% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4,379,671 | $209M | +89,998 | +2.1% | 2Q | SEC ↗ |
| 3 | T. Rowe Price Investment Management, I | 3,517,105 | $168M | +98,811 | +2.9% | 17Q | SEC ↗ |
| 4 | Amundi | 3,486,859 | $167M | +15,862 | +0.5% | 18Q | SEC ↗ |
| 5 | STATE STREET CORP | 3,266,850 | $156M | +164,191 | +5.3% | 46Q | SEC ↗ |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2,690,663 | $129M | +25,438 | +1.0% | 2Q | SEC ↗ |
| 7 | ATLAS Infrastructure Partners (UK) Ltd NEW | 1,984,605 | $95M | — | +0.0% | 1Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1,555,391 | $74M | +79,986 | +5.4% | 91Q | SEC ↗ |
| 9 | FIRST TRUST ADVISORS LP | 1,300,055 | $62M | -54,110 | -4.0% | 64Q | SEC ↗ |
| 10 | FMR LLC | 1,281,406 | $61M | -108,608 | -7.8% | 32Q | SEC ↗ |
| 11 | DIMENSIONAL FUND ADVISORS LP | 1,174,914 | $56M | +16,555 | +1.4% | 102Q | SEC ↗ |
| 12 | NUANCE INVESTMENTS, LLC | 1,096,077 | $52M | -507,671 | -31.7% | 27Q | SEC ↗ |
| 13 | Invesco Ltd. | 974,775 | $47M | -27,457 | -2.7% | 79Q | SEC ↗ |
| 14 | MORGAN STANLEY | 948,112 | $45M | -170,593 | -15.2% | 60Q | SEC ↗ |
| 15 | Legal & General Group Plc | 807,510 | $39M | +29,968 | +3.9% | 27Q | SEC ↗ |
| 16 | ANTIPODES PARTNERS Ltd NEW | 753,386 | $36M | — | +0.0% | 1Q | SEC ↗ |
| 17 | NOMURA ASSET MANAGEMENT INTERNATIONAL NEW | 747,216 | $36M | — | +0.0% | 1Q | SEC ↗ |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 725,290 | $35M | -3,166 | -0.4% | 15Q | SEC ↗ |
| 19 | Sixth Street Partners Management Compa NEW | 725,290 | $35M | — | +0.0% | 1Q | SEC ↗ |
| 20 | NORTHERN TRUST CORP | 708,763 | $34M | +71,460 | +11.2% | 110Q | SEC ↗ |
| 21 | AQR CAPITAL MANAGEMENT LLC | 681,791 | $33M | +512,060 | +301.7% | 9Q | SEC ↗ |
| 22 | KBC Group NV | 577,247 | $28M | — | +0.0% | 75Q | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 527,076 | $25M | +20,374 | +4.0% | 76Q | SEC ↗ |
| 24 | Triodos Investment Management BV | 493,000 | $24M | +79,000 | +19.1% | 10Q | SEC ↗ |
| 25 | Beck Bode, LLC | 426,692 | $20M | +14,978 | +3.6% | 6Q | SEC ↗ |
| 26 | VANGUARD FIDUCIARY TRUST CO | 397,640 | $19M | +11,228 | +2.9% | 2Q | SEC ↗ |
| 27 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 365,464 | $17M | +107,494 | +41.7% | 6Q | SEC ↗ |
| 28 | VICTORY CAPITAL MANAGEMENT INC | 331,132 | $16M | +9,817 | +3.1% | 28Q | SEC ↗ |
| 29 | PRINCIPAL FINANCIAL GROUP INC | 289,290 | $14M | -333 | -0.1% | 42Q | SEC ↗ |
| 30 | RAYMOND JAMES FINANCIAL INC | 283,593 | $14M | -10,925 | -3.7% | 7Q | SEC ↗ |
| 31 | Nuveen, LLC | 274,427 | $13M | -150,687 | -35.4% | 6Q | SEC ↗ |
| 32 | AMERICAN CENTURY COMPANIES INC | 245,038 | $12M | -16,220 | -6.2% | 10Q | SEC ↗ |
| 33 | UBS AM, a distinct business unit of UB | 244,401 | $12M | +9,668 | +4.1% | 54Q | SEC ↗ |
| 34 | Public Sector Pension Investment Board | 205,645 | $10M | -7,521 | -3.5% | 42Q | SEC ↗ |
| 35 | GOLDMAN SACHS GROUP INC | 197,125 | $9M | -86,851 | -30.6% | 15Q | SEC ↗ |
| 36 | CITADEL ADVISORS LLC | 196,394 | $9M | +161,696 | +466.0% | 8Q | SEC ↗ |
| 37 | D. E. Shaw & Co., Inc. | 192,514 | $9M | +109,722 | +132.5% | 9Q | SEC ↗ |
| 38 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 183,197 | $9M | +98,082 | +115.2% | 2Q | SEC ↗ |
| 39 | UBS Group AG | 172,659 | $8M | -13,167 | -7.1% | 47Q | SEC ↗ |
| 40 | ProShare Advisors LLC | 162,729 | $8M | +10,679 | +7.0% | 50Q | SEC ↗ |
| 41 | RHUMBLINE ADVISERS | 158,336 | $8M | -16,061 | -9.2% | 84Q | SEC ↗ |
| 42 | FEDERATED HERMES, INC. | 155,114 | $7M | +25,923 | +20.1% | 8Q | SEC ↗ |
| 43 | PANAGORA ASSET MANAGEMENT INC NEW | 152,982 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 44 | RENAISSANCE TECHNOLOGIES LLC | 144,200 | $7M | +43,800 | +43.6% | 7Q | SEC ↗ |
| 45 | GABELLI FUNDS LLC | 141,088 | $7M | +97,888 | +226.6% | 66Q | SEC ↗ |
| 46 | JPMORGAN CHASE & CO | 135,513 | $6M | -15,574 | -10.3% | 71Q | SEC ↗ |
| 47 | BANK OF AMERICA CORP /DE | 133,752 | $6M | +11,853 | +9.7% | 15Q | SEC ↗ |
| 48 | AMERIPRISE FINANCIAL INC | 130,513 | $6M | -5,638 | -4.1% | 16Q | SEC ↗ |
| 49 | Meiji Yasuda Asset Management Co Ltd. | 123,523 | $6M | -10,593 | -7.9% | 14Q | SEC ↗ |
| 50 | Mariner, LLC | 122,186 | $6M | -16,045 | -11.6% | 16Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| ATLAS Infrastructure Partners (UK) | 1,984,605 | $95M |
| ANTIPODES PARTNERS Ltd | 753,386 | $36M |
| NOMURA ASSET MANAGEMENT INTERNATION | 747,216 | $36M |
| Sixth Street Partners Management Co | 725,290 | $35M |
| PANAGORA ASSET MANAGEMENT INC | 152,982 | $7M |
| Sagefield Capital LP | 86,243 | $4M |
| IEQ CAPITAL, LLC | 63,323 | $3M |
| NORDEA INVESTMENT MANAGEMENT AB | 55,906 | $3M |
| Ilex Capital Partners (UK) LLP | 44,898 | $2M |
| Assenagon Asset Management S.A. | 42,371 | $2M |
| Jupiter Topco LLC | 25,873 | $1M |
| Dockside LLC | 23,624 | $1M |
| SEB Asset Management AB | 23,605 | $1M |
| Mitsubishi UFJ Trust & Banking Corp | 19,499 | $932K |
| Willow Creek Wealth Management Inc. | 15,153 | $725K |
| GAMCO INVESTORS, INC. ET AL | 15,048 | $720K |
| Jain Global LLC | 8,321 | $398K |
| Catalyst Funds Management Pty Ltd | 7,980 | $382K |
| SUMMIT SECURITIES GROUP LLC | 7,134 | $341K |
| Merit Financial Group, LLC | 6,473 | $310K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CBRE INVESTMENT MANAGEMENT LISTED R | 647,515 | $31M |
| MARSHALL WACE, LLP | 256,767 | $12M |
| ExodusPoint Capital Management, LP | 238,840 | $11M |
| Qube Research & Technologies Ltd | 186,926 | $9M |
| Aptus Capital Advisors, LLC | 179,202 | $9M |
| JANE STREET GROUP, LLC | 123,278 | $6M |
| HRT FINANCIAL LP | 43,235 | $2M |
| Point72 Asset Management, L.P. | 40,192 | $2M |
| Zimmer Partners, LP | 38,500 | $2M |
| Maven Securities LTD | 27,611 | $1M |
| DARK FOREST CAPITAL MANAGEMENT LP | 27,119 | $1M |
| Balyasny Asset Management L.P. | 26,758 | $1M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 25,216 | $1M |
| Campbell & CO Investment Adviser LL | 21,566 | $1M |
| Engineers Gate Manager LP | 20,821 | $996K |
| Y-Intercept (Hong Kong) Ltd | 20,082 | $960K |
| HEALTHCARE OF ONTARIO PENSION PLAN | 16,472 | $788K |
| Abacus Wealth Partners, LLC | 16,386 | $784K |
| Tidal Investments LLC | 13,423 | $642K |
| HSBC HOLDINGS PLC | 13,298 | $636K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | +512,060 | +301.7% | 681,791 |
| BlackRock, Inc. | +446,943 | +4.3% | 10,755,498 |
| STATE STREET CORP | +164,191 | +5.3% | 3,266,850 |
| CITADEL ADVISORS LLC | +161,696 | +466.0% | 196,394 |
| D. E. Shaw & Co., Inc. | +109,722 | +132.5% | 192,514 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +107,494 | +41.7% | 365,464 |
| T. Rowe Price Investment Management | +98,811 | +2.9% | 3,517,105 |
| DUFF & PHELPS INVESTMENT MANAGEMENT | +98,082 | +115.2% | 183,197 |
| GABELLI FUNDS LLC | +97,888 | +226.6% | 141,088 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +89,998 | +2.1% | 4,379,671 |
| GEODE CAPITAL MANAGEMENT, LLC | +79,986 | +5.4% | 1,555,391 |
| Triodos Investment Management BV | +79,000 | +19.1% | 493,000 |
| NORTHERN TRUST CORP | +71,460 | +11.2% | 708,763 |
| NIA IMPACT ADVISORS, LLC | +49,925 | +139.0% | 85,841 |
| MILLENNIUM MANAGEMENT LLC | +49,071 | +80.1% | 110,352 |
| RENAISSANCE TECHNOLOGIES LLC | +43,800 | +43.6% | 144,200 |
| XTX Topco Ltd | +43,269 | +223.3% | 62,648 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | +33,852 | +76.0% | 78,417 |
| Trexquant Investment LP | +32,880 | +38.0% | 119,479 |
| WELLS FARGO & COMPANY/MN | +30,652 | +58.0% | 83,459 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| NUANCE INVESTMENTS, LLC | -507,671 | -31.7% | 1,096,077 |
| MORGAN STANLEY | -170,593 | -15.2% | 948,112 |
| Nuveen, LLC | -150,687 | -35.4% | 274,427 |
| FMR LLC | -108,608 | -7.8% | 1,281,406 |
| GOLDMAN SACHS GROUP INC | -86,851 | -30.6% | 197,125 |
| TWO SIGMA INVESTMENTS, LP | -68,367 | -88.8% | 8,609 |
| FIRST TRUST ADVISORS LP | -54,110 | -4.0% | 1,300,055 |
| Squarepoint Ops LLC | -40,489 | -82.6% | 8,527 |
| BARCLAYS PLC | -38,440 | -77.5% | 11,133 |
| Invesco Ltd. | -27,457 | -2.7% | 974,775 |
| CANADA PENSION PLAN INVESTMENT BOAR | -25,800 | -78.9% | 6,900 |
| Rodgers Brothers Inc. | -24,950 | -49.9% | 25,075 |
| State of New Jersey Common Pension | -19,422 | -39.9% | 29,256 |
| STATE OF WISCONSIN INVESTMENT BOARD | -18,740 | -70.1% | 8,012 |
| FIDEURAM - INTESA SANPAOLO PRIVATE | -18,305 | -35.3% | 33,501 |
| AMERICAN CENTURY COMPANIES INC | -16,220 | -6.2% | 245,038 |
| RHUMBLINE ADVISERS | -16,061 | -9.2% | 158,336 |
| Mariner, LLC | -16,045 | -11.6% | 122,186 |
| JPMORGAN CHASE & CO | -15,574 | -10.3% | 135,513 |
| UBS Group AG | -13,167 | -7.1% | 172,659 |