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American States Water

322 hedge funds and large institutions have $2.76B invested in American States Water in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 106 increasing their positions, 87 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 32

23% more capital invested

Capital invested by funds: $2.24B → $2.76B (+$519M)

22% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 87

7% more funds holding

Funds holding: 301322 (+21)

1.38% more ownership

Funds ownership: 70.87%72.25% (+1.4%)

19% less call options, than puts

Call options by funds: $1.52M | Put options by funds: $1.87M

Holders
322
Holders Change
+21
Holders Change %
+6.98%
% of All Funds
4.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
57
Increased
106
Reduced
87
Closed
32
Calls
$1.52M
Puts
$1.87M
Net Calls
-$351K
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
RW
226
Rede Wealth
Virginia
$207K +$188K +2,000 New
TCOV
227
Trust Company of Vermont
Vermont
$207K +$188K +2,000 New
DI
228
Diligent Investors
California
$205K +$187K +1,982 New
VWM
229
Venturi Wealth Management
Texas
$205K +$187K +1,985 New
LSA
230
Leonteq Securities AG
Switzerland
$144K
VI
231
Vestcor Inc
New Brunswick, Canada
$138K -$109K -1,156 -46%
GCM
232
Gables Capital Management
Florida
$129K
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$125K +$114K +1,211 New
HNB
234
Huntington National Bank
Ohio
$124K -$75.2K -799 -40%
HRC
235
Hoertkorn Richard Charles
$124K
BAM
236
Belpointe Asset Management
Nevada
$124K +$94 +1 +0.1%
First Manhattan
237
First Manhattan
New York
$118K
AW
238
Alaethes Wealth
Nevada
$114K
Ohio Public Employees Retirement System (OPERS)
239
Ohio Public Employees Retirement System (OPERS)
Ohio
$107K +$659 +7 +0.7%
AWM
240
Avior Wealth Management
Nebraska
$103K
SWM
241
Spire Wealth Management
Virginia
$103K +$94.2K +1,000 New
Jones Financial Companies
242
Jones Financial Companies
Missouri
$102K +$92.8K +985 New
S
243
SignatureFD
Georgia
$95K +$18K +191 +26%
AF
244
Advisornet Financial
Minnesota
$93K +$188 +2 +0.2%
UB
245
UMB Bank
Missouri
$93K +$84.8K +900 New
AAM
246
Advisors Asset Management
Colorado
$85K -$90.4K -960 -54%
Simplex Trading
247
Simplex Trading
Illinois
$85K +$77.8K +826 New
PB
248
Pinnacle Bancorp
Nebraska
$83K
VCM
249
Versant Capital Management
Arizona
$74K
SWA
250
Sutton Wealth Advisors
Florida
$73.1K +$848 +9 +1%