undamentalytics Newsletter

California Water Service Group: which funds bought and sold

Institutions that bought and sold California Water Service Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 181 institutions that filed 13F reports for both quarters added to or opened positions in California Water Service Group, and 140 cut or closed them. Together they added a net 4.1M shares, +8.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.6M shares (+20.6%); index fund managers were net buyers of 881K shares (+3.7%). 43 opened a new position and 42 sold out entirely.

Bought, Q2 2026 181 institutions, 43 of them new holders Sold, Q2 2026 140 institutions, 42 of them sold out
Net change, all compared +4.1M shares (+8.0%)
Net change, active managers +1.6M shares (+20.6%), 25 bought, 15 sold

Buyers versus sellers

institutions compared, 376
Active managers and hedge funds 25 bought · 15 sold · +1.6M
Index fund managers 8 bought · 3 sold · +881K
Other institutions 148 bought · 122 sold · +1.6M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Atlas Infrastructure Partners (UK) Ltd. +2.0M New position 2.0M $96.6M
Antipodes Partners Ltd Hedge fund +753K New position 753K $36.7M
Nomura Asset Management International Inc. +747K New position 747K $36.4M
AQR Capital Management LLC Hedge fund +512K +301.7% 682K $33.2M
Blackrock, Inc. Index funds +447K +4.3% 10.8M $523M
State Street Corp Index funds +164K +5.3% 3.3M $159M
Citadel Advisors LLC Hedge fund +162K +466.0% 196K $9.6M
Panagora Asset Management Inc Active manager +153K New position 153K $7.4M
D. E. Shaw & Co., Inc. Hedge fund +110K +132.5% 193K $9.4M
Arrowstreet Capital, Limited Partnership Hedge fund +107K +41.7% 365K $17.8M
T. Rowe Price Investment Management, Inc. Active manager +99K +2.9% 3.5M $171M
Duff & Phelps Investment Management Co +98K +115.2% 183K $8.9M
Gabelli Funds LLC Active manager +98K +226.6% 141K $6.9M
Vanguard Portfolio Management LLC Index funds +90K +2.1% 4.4M $213M
Sagefield Capital LP +86K New position 86K $4.2M
Assenagon Asset Management S.A. +85K New position 85K $4.1M
Geode Capital Management, LLC Index funds +80K +5.4% 1.6M $75.7M
Triodos Investment Management Bv +79K +19.1% 493K $24M
Northern Trust Corp Index funds +71K +11.2% 709K $34.5M
Ieq Capital, LLC +63K New position 63K $3.1M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Cbre Investment Management Listed Real Assets LLC −648K Sold out 0 —
Nuance Investments, LLC −508K −31.7% 1.1M $53.3M
Marshall Wace, LLP Hedge fund −257K Sold out 0 —
Qube Research & Technologies Ltd Hedge fund −187K Sold out 0 —
Morgan Stanley −171K −15.2% 948K $46.1M
Nuveen, LLC −151K −35.4% 274K $13.4M
Jane Street Group, LLC −123K Sold out 0 —
FMR LLC Active manager −109K −7.8% 1.3M $62.3M
Goldman Sachs Group Inc −87K −30.6% 197K $9.6M
Two Sigma Investments, LP Hedge fund −68K −88.8% 8,609 $418,828
First Trust Advisors LP −54K −4.0% 1.3M $63.2M
HRT Financial LP −43K Sold out 0 —
Squarepoint Ops LLC Hedge fund −40K −82.6% 8,527 $414,839
Barclays PLC −38K −77.5% 11K $541,620
Invesco Ltd. −27K −2.7% 975K $47.4M
Canada Pension Plan Investment Board −26K −78.9% 6,900 $335,685
Voloridge Investment Management, LLC Hedge fund −25K Sold out 0 —
Rodgers Brothers Inc. −25K −49.9% 25K $1.2M
Campbell & Co Investment Adviser LLC −22K Sold out 0 —
Y-Intercept (Hong Kong) Ltd −20K Sold out 0 —

New positions

largest by value

Sold out

largest by value

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
342
Ten largest holders
61.8%
of 13F-reported shares
Index fund managers
44.8%
of 13F-reported shares
Active managers and hedge funds
16.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 25 15 5 7 +1.6M +20.6%
Index fund managers 8 3 0 0 +881K +3.7%
Other institutions 148 122 38 35 +1.6M +8.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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