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American States Water

359 hedge funds and large institutions have $2.29B invested in American States Water in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 122 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $2.64M | Put options by funds: $595K

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

5% more funds holding

Funds holding: 341359 (+18)

2.09% more ownership

Funds ownership: 74.84%76.93% (+2.1%)

5% more capital invested

Capital invested by funds: $2.18B → $2.29B (+$108M)

3% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 119

Holders
359
Holders Change
+18
Holders Change %
+5.28%
% of All Funds
5.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
122
Reduced
119
Closed
21
Calls
$2.64M
Puts
$595K
Net Calls
+$2.04M
Net Calls Change
+$524K
Name Holding Trade Value Shares
Change
Change in
Stake
CAS
326
Coppell Advisory Solutions
Texas
$6.59K +$6.56K +82 New
Federated Hermes
327
Federated Hermes
Pennsylvania
$5.71K +$5.68K +71 New
EWA
328
EverSource Wealth Advisors
Alabama
$5.15K -$80K -1,000 -94%
CAM
329
Creekmur Asset Management
Illinois
$5.03K +$5.04K +63 New
LFA
330
LGT Financial Advisors
Texas
$4.99K
HIM
331
Hillsdale Investment Management
Ontario, Canada
$4.83K
AIC
332
Archer Investment Corporation
Indiana
$4.61K
KFI
333
Key Financial Inc
Pennsylvania
$4.5K
LC
334
Lindbrook Capital
California
$3.86K +$1.68K +21 +78%
BIA
335
Bell Investment Advisors
California
$3.62K -$1.04K -13 -22%
GWS
336
Glassman Wealth Services
Virginia
$3.06K
B
337
Birchbrook
Maine
$3.02K +$3.04K +38 New
GI
338
GAMMA Investing
California
$2.98K +$3.2K +40 New
Mitsubishi UFJ Asset Management
339
Mitsubishi UFJ Asset Management
Japan
$2.86K
ACM
340
Accent Capital Management
Ohio
$2.41K +$2.4K +30 New
CFGS
341
Concourse Financial Group Securities
Alabama
$2.41K +$320 +4 +15%
MPWT
342
MassMutual Private Wealth & Trust
Connecticut
$2.33K
UIA
343
Ulland Investment Advisors
Minnesota
$2K
CAL
344
Capital Advisors Ltd
Ohio
$2K +$1.92K +24 New
BTI
345
Blue Trust Inc
Georgia
$2K +$2.08K +26 +520%
JWA
346
JFS Wealth Advisors
Pennsylvania
$1.93K
OC
347
Oakworth Capital
Alabama
$1.85K +$1.84K +23 New
PIM
348
Plato Investment Management
Australia
$1.85K +$1.84K +23 New
SIS
349
Sound Income Strategies
Florida
$1.61K
PS
350
Planned Solutions
California
$1.21K +$1.2K +15 New