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American States Water

284 hedge funds and large institutions have $1.98B invested in American States Water in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 106 increasing their positions, 92 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 92

2% more call options, than puts

Call options by funds: $2.97M | Put options by funds: $2.91M

0.72% less ownership

Funds ownership: 71.6%70.88% (-0.72%)

5% less funds holding

Funds holding: 299284 (-15)

14% less capital invested

Capital invested by funds: $2.3B → $1.98B (-$325M)

33% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 33

Holders
284
Holders Change
-15
Holders Change %
-5.02%
% of All Funds
4.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
106
Reduced
92
Closed
33
Calls
$2.97M
Puts
$2.91M
Net Calls
+$61K
Net Calls Change
-$4.43M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
251
Geneos Wealth Management
Colorado
$19K
NFG
252
Next Financial Group
Texas
$17K
Fuller & Thaler Asset Management
253
Fuller & Thaler Asset Management
California
$16K
SDIC
254
South Dakota Investment Council
South Dakota
$15K -$601K -7,807 -98%
RFA
255
Reilly Financial Advisors
California
$15K
BCA
256
Berman Capital Advisors
Georgia
$13K -$847 -11 -6%
GI
257
Gradient Investments
Minnesota
$13K
IA
258
IFP Advisors
Florida
$12K
LC
259
Lindbrook Capital
California
$12K +$8.24K +107 +218%
COCM
260
Charter Oak Capital Management
New Hampshire
$11K
SBL
261
Sargent Bickham Lagudis
Colorado
$8K
WT
262
Washington Trust
Rhode Island
$8K
PFBT
263
Parkside Financial Bank & Trust
Missouri
$7K
GWSG
264
GPS Wealth Strategies Group
Colorado
$7K +$7.7K +100 New
PFGIA
265
Patriot Financial Group Insurance Agency
Massachusetts
$6K -$4.24K -55 -43%
PCM
266
Penserra Capital Management
California
$6K +$770 +10 +13%
GAM
267
Gemmer Asset Management
California
$5K
KTC
268
Kistler-Tiffany Companies
Pennsylvania
$5K
AWA
269
Arkadios Wealth Advisors
Georgia
$5K +$2.08K +27 +53%
VFA
270
Valeo Financial Advisors
Indiana
$5K +$2.08K +27 +71%
PCG
271
Private Capital Group
Connecticut
$4K -$5.7K -74 -57%
NFSG
272
Newbridge Financial Services Group
Florida
$4K +$539 +7 +15%
BFEC
273
Benjamin F. Edwards & Company
Missouri
$3K
GWS
274
Glassman Wealth Services
Virginia
$3K
AssetMark Inc
275
AssetMark Inc
California
$2K +$77 +1 +4%