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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
UIA
301
Ulland Investment Advisors
Minnesota
$3K
CS
302
Comerica Securities
Michigan
$2.68K +$2.64K +29 New
JWA
303
JFS Wealth Advisors
Pennsylvania
$2.59K +$182 +2 +8%
PAG
304
Private Advisor Group
New Jersey
$2.59K -$165K -1,814 -6%
TWP
305
TFO Wealth Partners
Ohio
$2.02K +$2.92K +32 New
SIS
306
Sound Income Strategies
Florida
$1.85K
MFT
307
Moisand Fitzgerald Tamayo
Florida
$1.76K +$1.73K +19 New
SC
308
Schubert & Co
Texas
$1.57K +$456 +5 +42%
FHA
309
First Horizon Advisors
Tennessee
$833
ECM
310
Everence Capital Management
Indiana
$786
NFSG
311
Newbridge Financial Services Group
Florida
$740
SIC
312
SJS Investment Consulting
Ohio
$740 +$456 +5 +167%
FFA
313
Farther Finance Advisors
California
$740 +$729 +8 New
DI
314
Disciplined Investments
Oklahoma
$648 +$91 +1 +17%
BAAM
315
Baker Avenue Asset Management
California
$463 +$456 +5 New
CMP
316
Coston McIsaac & Partners
Maine
$292 +$1K +11 +0.3%
FGAM
317
Financial Gravity Asset Management
Texas
$232 +$8.47K +93 New
NA
318
NewEdge Advisors
Louisiana
$4 +$3.46K +38 New
WHRC
319
W.H. Reaves & Co
New Jersey
-$23M -295,000 Closed
UBS AM
320
UBS AM
Illinois
-$6.11M -78,349 Closed
Walleye Capital
321
Walleye Capital
New York
-$2.4M -30,836 Closed
Holocene Advisors
322
Holocene Advisors
New York
-$1.88M -24,063 Closed
HF
323
HRT Financial
New York
-$1.69M -21,700 Closed
EP
324
Edgestream Partners
New Jersey
-$1.69M -21,623 Closed
Mitsubishi UFJ Trust & Banking
325
Mitsubishi UFJ Trust & Banking
Japan
-$1.46M -18,734 Closed

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.