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American States Water

321 hedge funds and large institutions have $2.51B invested in American States Water in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 102 increasing their positions, 90 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $3.34M | Put options by funds: $1.34M

46% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 35

17% more capital invested

Capital invested by funds: $2.15B → $2.51B (+$358M)

13% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 90

3% more funds holding

Funds holding: 313321 (+8)

0.88% more ownership

Funds ownership: 74.73%75.61% (+0.88%)

Holders
321
Holders Change
+8
Holders Change %
+2.56%
% of All Funds
5.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
51
Increased
102
Reduced
90
Closed
35
Calls
$3.34M
Puts
$1.34M
Net Calls
+$2M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
251
Farmers & Merchants Investments Inc
Nebraska
$76.4K
VCM
252
Versant Capital Management
Arizona
$70.5K
AF
253
Advisornet Financial
Minnesota
$70.3K -$456 -5 -0.7%
Dimensional Fund Advisors
254
Dimensional Fund Advisors
Texas
$69.5K -$9.11K -100 -0%
MCC
255
Money Concepts Capital
Florida
$69.1K -$42.4K -465 -38%
AAG
256
Armstrong Advisory Group
Massachusetts
$68.7K +$67.6K +742 New
LSA
257
Leonteq Securities AG
Switzerland
$66.6K
HI
258
Harbour Investments
Wisconsin
$62.9K
WT
259
Whittier Trust
California
$56.5K
AIM
260
Anchor Investment Management
South Carolina
$54.2K
CI Investments Inc
261
CI Investments Inc
Ontario, Canada
$54K +$53.5K +587 New
BBHC
262
Brown Brothers Harriman & Co
New York
$52.2K
ASN
263
Advisory Services Network
Georgia
$51.4K +$50.6K +555 New
CSPIA
264
Cary Street Partners Investment Advisory
Virginia
$49.3K +$48.6K +533 New
SIC
265
Salem Investment Counselors
North Carolina
$46.3K
Jones Financial Companies
266
Jones Financial Companies
Missouri
$46K
Rockefeller Capital Management
267
Rockefeller Capital Management
New York
$41K
S
268
SignatureFD
Georgia
$37.8K -$3.28K -36 -8%
PK
269
Pflug Koory
Nebraska
$37K
IA
270
IFP Advisors
Florida
$36K -$5.47K -60 -12%
TRCT
271
Tower Research Capital (TRC)
New York
$29K -$1.2M -13,183 -98%
SPIA
272
Steward Partners Investment Advisory
New York
$28.1K
Ohio Public Employees Retirement System (OPERS)
273
Ohio Public Employees Retirement System (OPERS)
Ohio
$26K -$61K -669 -70%
Fifth Third Bancorp
274
Fifth Third Bancorp
Ohio
$25.5K +$3.46K +38 +16%
NHT
275
New Hampshire Trust
New Hampshire
$24.3K +$24K +263 New

AWR Hedge Fund Activity: Q4 2022 in Review

321 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in American States Water (AWR) for Q4 2022, worth a combined $2.51B — up 17% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new AWR positions and 35 closed out — a net gain of 16 holders — while 102 added to existing stakes and 90 trimmed.

The largest buyer was Invesco, adding an estimated $25.1M. The largest seller was W.H. Reaves & Co, exiting entirely with an estimated $23M sold.

  • 321 institutional investors held American States Water (AWR) as of Q4 2022, up from 313 in Q3 2022.
  • Funds reported $2.51B of American States Water stock for Q4 2022, up 17% quarter-over-quarter.
  • 51 funds opened new American States Water positions in Q4 2022 and 35 closed out, a net change of +16 holders.
  • The largest American States Water buyer in Q4 2022 was Invesco, an estimated $25.1M added.
  • The largest American States Water seller in Q4 2022 was W.H. Reaves & Co, an estimated $23M sold.

Based on aggregated 13F filings for Q4 2022.