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American States Water
AWR

Overview Fund Activity

322 hedge funds and large institutions have $2.43B invested in American States Water in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 107 increasing their positions, 102 reducing their positions, and 31 closing their positions.

Holders
322
Holders Change
+4
Holders Change %
+1.26%
% of All Funds
5.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
107
Reduced
102
Closed
31
Calls
$11.8M
Puts
$1.91M
Net Calls
+$9.91M
Net Calls Change
+$9.6M

Top Buyers

1
RS
1
Robeco Schweiz
Switzerland
$18.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$17.7M
3
Legal & General Group
3
Legal & General Group
United Kingdom
$30.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$47.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$29.5M

Top Sellers

1
Invesco
1
Invesco
Georgia
$63.6M
2
BlackRock
2
BlackRock
New York
$581M
3
PAMS
3
Pictet Asset Management (Switzerland)
Switzerland
$82.2M
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$400K
Name Market Value Shares Shares
Change 		Shares
Change %
KFI
301
Key Financial Inc
Pennsylvania
$4.87K 56 +56 New
CFGS
302
Concourse Financial Group Securities
Alabama
$4.44K 51 -7 -12%
AssetMark Inc
303
AssetMark Inc
California
$4.18K 48 – –
MPWT
304
MassMutual Private Wealth & Trust
Connecticut
$3.65K 42 +13 +45%
HIM
305
Hillsdale Investment Management
Ontario, Canada
$3.48K 40 +40 New
GWS
306
Glassman Wealth Services
Virginia
$3.31K 38 – –
UIA
307
Ulland Investment Advisors
Minnesota
$3K 31 – –
JWA
308
JFS Wealth Advisors
Pennsylvania
$2.09K 24 -1 -4%
LJHT
309
Laurie J. Hall Trustee
$2K 26 -27 -51%
SIS
310
Sound Income Strategies
Florida
$1.74K 20 – –
CAS
311
Coppell Advisory Solutions
Texas
$1.13K 13 +13 New
BTI
312
Blue Trust Inc
Georgia
$1K 13 – –
CAL
313
Capital Advisors Ltd
Ohio
$1K 6 – –
Northwestern Mutual Wealth Management
314
Northwestern Mutual Wealth Management
Wisconsin
$957 11 +11 New
FHA
315
First Horizon Advisors
Tennessee
$783 9 – –
FFA
316
Farther Finance Advisors
California
$696 8 – –
SIC
317
SJS Investment Consulting
Ohio
$435 5 -2 -29%
DI
318
Disciplined Investments
Oklahoma
$435 5 – –
BAAM
319
Baker Avenue Asset Management
California
$435 5 – –
AWM
320
Abound Wealth Management
Tennessee
$348 4 +4 New
TWP
321
TFO Wealth Partners
Ohio
$87 1 – –
SG Americas Securities
322
SG Americas Securities
New York
– – -39,800 Closed
SGI
323
Summit Global Investments
Utah
– – -23,033 Closed
Qube Research & Technologies (QRT)
324
Qube Research & Technologies (QRT)
United Kingdom
– – -21,510 Closed
E
325
Ergoteles
New York
– – -18,351 Closed
11 12
13
14 15