CWT
CALIFORNIA WATER SERVICE GROUPMarquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q1 2022 | 18Q | $53 | $43 | -19% |
| Renaissance Technologies re-entered | Q3 2024(8Q snapshot) | 7Q | $50 | $43 | -15% |
| Two Sigma Investments re-entered | Q3 2024(8Q snapshot) | 7Q | $51 | $43 | -16% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $51 | $43 | -16% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $51 | $43 | -16% |
| Millennium Management re-entered | Q3 2024(8Q snapshot) | 7Q | $51 | $43 | -16% |
| Citadel Advisors | Q4 2024(8Q snapshot) | 6Q | $48 | $43 | -11% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Point72 Asset Management | Q1 2026 | Q2 2026 | → $42 | -8% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at CALIFORNIA WATER SERVICE GROUP. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 8, 2026 — the most recent Form 4 on file — not from today.
- Form 40001958895-26-000006Jun 8, 2026
- Form 40001965544-26-000006Jun 8, 2026
- Form 40001668263-26-000006Jun 8, 2026
- Form 40001629473-26-000006Jun 8, 2026
- Form 40001763798-26-000006Jun 8, 2026
- Form 40001763820-26-000006Jun 8, 2026
- Form 40001502013-26-000006Jun 8, 2026
- Form 40001583179-26-000007Jun 8, 2026
- Form 40001222882-26-000006Jun 8, 2026
- Form 40001996303-26-000006Jun 8, 2026
- Form 40001998622-26-000006Jun 8, 2026
- Form 40002058905-26-000005Jun 8, 2026
- Form 40001629475-26-000006Jun 8, 2026
- Form 40001965747-26-000006Jun 8, 2026
- Form 40001214659-26-006808May 27, 2026
Fundamentals
XBRL · CALIFORNIA WATER SERVICE GROUPAnnual figures sourced directly from CALIFORNIA WATER SERVICE GROUP's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for CALIFORNIA WATER SERVICE GROUP — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KFORM 8-KMay 21, 2026
- 8-KFORM 8-KMay 20, 2026
- 8-KFORM 8-KMay 1, 2026
- 10-QQuarterly reportApr 30, 2026
- 8-KFORM 8-KApr 30, 2026
- 8-KFORM 8-KApr 29, 2026
- DEF 14AProxy statementApr 8, 2026
- 8-KFORM 8-KMar 18, 2026
- 8-KFORM 8-KMar 5, 2026
- 10-KAnnual reportFeb 27, 2026
- 8-KFORM 8-KFeb 25, 2026
- 8-KFORM 8-KJan 28, 2026
- 8-KFORM 8-KNov 20, 2025
- 10-QQuarterly reportOct 30, 2025
- 8-KFORM 8-KOct 30, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Bridgewater Associates | Q2 2026 | open | $42 | $45 | +7% |
| Point72 Asset Management | Q1 2026 | Q2 2026 | $46 | $42 | -8% |
| Two Sigma Investments | Q3 2025 | open | $45 | $43 | -6% |
| Millennium Management | Q3 2025 | open | $45 | $43 | -6% |
| Renaissance Technologies | Q1 2025 | open | $44 | $43 | -3% |
| Citadel Advisors | Q4 2024 | open | $48 | $43 | -11% |
| Two Sigma Investments | Q3 2024 | Q4 2024 | $51 | $48 | -5% |
| D.E. Shaw | Q3 2024 | open | $51 | $43 | -16% |
| AQR Capital Management | Q3 2024 | open | $51 | $43 | -16% |
| Millennium Management | Q3 2024 | Q2 2025 | $51 | $45 | -11% |
| Renaissance Technologies | Q3 2024 | Q4 2024 | $50 | $48 | -4% |
| Bridgewater Associates | Q1 2022 | Q3 2024 | $53 | $51 | -4% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.