We are live on ! Find out more
AWR icon

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
WT
351
Washington Trust
Rhode Island
-$9K -100 Closed
KIG
352
Kowal Investment Group
Wisconsin
-$3K -36 Closed
CFA
353
Carroll Financial Associates
North Carolina
-$1K -20 Closed
TPCW
354
TD Private Client Wealth
New York
-$599 -7 Closed

AWR Hedge Fund Activity: Q4 2021 in Review

322 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in American States Water (AWR) for Q4 2021, worth a combined $2.76B — up 23% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AWR positions and 32 closed out — a net gain of 25 holders — while 106 added to existing stakes and 87 trimmed.

The largest buyer was BlackRock, adding an estimated $32.1M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $7.14M sold.

  • 322 institutional investors held American States Water (AWR) as of Q4 2021, up from 301 in Q3 2021.
  • Funds reported $2.76B of American States Water stock for Q4 2021, up 23% quarter-over-quarter.
  • 57 funds opened new American States Water positions in Q4 2021 and 32 closed out, a net change of +25 holders.
  • The largest American States Water buyer in Q4 2021 was BlackRock, an estimated $32.1M added.
  • The largest American States Water seller in Q4 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $7.14M sold.

Based on aggregated 13F filings for Q4 2021.