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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
GWM
276
Geneos Wealth Management
Colorado
$25K
NFG
277
Next Financial Group
Texas
$25K
EI
278
Ellevest Inc
New York
$21K -$155K -1,641 -89%
RFA
279
Reilly Financial Advisors
California
$21K
SDIC
280
South Dakota Investment Council
South Dakota
$20K
GI
281
Gradient Investments
Minnesota
$18K
IA
282
IFP Advisors
Florida
$18K +$565 +6 +4%
BCV
283
Banque Cantonale Vaudoise
Switzerland
$16K -$1.22K -13 -8%
COCM
284
Charter Oak Capital Management
New Hampshire
$16K
BLC
285
Brown, Lisle/Cummings
Rhode Island
$14.6K +$13.3K +141 New
S
286
Surevest
California
$14K +$12.9K +137 New
EWA
287
EverSource Wealth Advisors
Alabama
$14K +$13.4K +142 New
LC
288
Lindbrook Capital
California
$12K -$1.32K -14 -11%
FPS
289
Fieldpoint Private Securities
Connecticut
$12K
Northwestern Mutual Wealth Management
290
Northwestern Mutual Wealth Management
Wisconsin
$11K +$1.98K +21 +24%
TWA
291
TCI Wealth Advisors
Arizona
$11K +$4.05K +43 +73%
Fuller & Thaler Asset Management
292
Fuller & Thaler Asset Management
California
$10K
GWSG
293
GPS Wealth Strategies Group
Colorado
$10K
PFBT
294
Parkside Financial Bank & Trust
Missouri
$10K
PFGIA
295
Patriot Financial Group Insurance Agency
Massachusetts
$10K
SBL
296
Sargent Bickham Lagudis
Colorado
$10K
BIA
297
Bell Investment Advisors
California
$10K +$3.2K +34 +53%
WTA
298
Washington Trust Advisors
Massachusetts
$10K +$9.42K +100 New
STCOSD
299
Sageworth Trust Company of South Dakota
South Dakota
$10K +$9.51K +101 New
GAM
300
Gemmer Asset Management
California
$7K