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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
HCP
276
Hexagon Capital Partners
Arkansas
$21.9K -$638 -7 -3%
GI
277
Gradient Investments
Minnesota
$18K +$1.91K +21 +12%
SDIC
278
South Dakota Investment Council
South Dakota
$18K
LC
279
Lindbrook Capital
California
$17.5K +$11.8K +130 +220%
TWA
280
TCI Wealth Advisors
Arizona
$17.1K
EI
281
Ellevest Inc
New York
$16K +$15.8K +173 New
BCV
282
Banque Cantonale Vaudoise
Switzerland
$15K
BLC
283
Brown, Lisle/Cummings
Rhode Island
$13.1K
QC
284
Quent Capital
New York
$13K
BIA
285
Bell Investment Advisors
California
$9.81K +$273 +3 +3%
PFBT
286
Parkside Financial Bank & Trust
Missouri
$9.44K
SBL
287
Sargent Bickham Lagudis
Colorado
$9.26K
WTA
288
Washington Trust Advisors
Massachusetts
$9.26K
PCM
289
Penserra Capital Management
California
$9K -$911 -10 -9%
PTC
290
Private Trust Company
Ohio
$9K
AssetMark Inc
291
AssetMark Inc
California
$6.39K
SWM
292
Spire Wealth Management
Virginia
$6K +$5.83K +64 New
CAL
293
Capital Advisors Ltd
Ohio
$6K +$6.01K +66 New
KTC
294
Kistler-Tiffany Companies
Pennsylvania
$5.74K
CIM
295
Contravisory Investment Management
Massachusetts
$5.46K
CFGS
296
Concourse Financial Group Securities
Alabama
$5.37K +$5.29K +58 New
MPWT
297
MassMutual Private Wealth & Trust
Connecticut
$4K -$91 -1 -2%
BFEC
298
Benjamin F. Edwards & Company
Missouri
$4K
GWS
299
Glassman Wealth Services
Virginia
$3.52K
DFCM
300
Dark Forest Capital Management
Puerto Rico
$3.05K +$3.01K +33 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.