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American States Water
AWR

337 hedge funds and large institutions have $2.03B invested in American States Water in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 113 increasing their positions, 118 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $4.38M | Put options by funds: $2.74M

0.94% less ownership

Funds ownership: 76.93% → 75.99% (-0.94%)

4% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 118

6% less funds holding

Funds holding: 359 → 337 (-22)

11% less capital invested

Capital invested by funds: $2.29B → $2.03B (-$258M)

38% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 53

Holders
337
Holders Change
-22
Holders Change %
-6.13%
% of All Funds
4.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
113
Reduced
118
Closed
53
Calls
$4.38M
Puts
$2.74M
Net Calls
+$1.64M
Net Calls Change
-$402K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$9.89M
2
First Trust Advisors
First Trust Advisors
Illinois
+$6.88M
3
Victory Capital Management
Victory Capital Management
Texas
+$4.8M
4
AI
Atom Investors
Texas
+$4.47M
5
BlackRock
BlackRock
New York
+$4.46M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$41.7M
2
Bessemer Group
Bessemer Group
New Jersey
-$6.03M
3
Invesco
Invesco
Georgia
-$5.57M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$3.45M
5
CSS
Cubist Systematic Strategies
Connecticut
-$3.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
376
Pacifica Partners
Canada
– -$40.9K -500 Closed
Jones Financial Companies
377
Jones Financial Companies
Missouri
– -$32.2K -400 Closed
NFA
378
Northwest Financial Advisors
Virginia
– -$32.2K -400 Closed
Northwestern Mutual Wealth Management
379
Northwestern Mutual Wealth Management
Wisconsin
– -$16.1K -200 Closed
QL
380
Quarry LP
New York
– -$16.1K -200 Closed
TAM
381
Tucker Asset Management
Colorado
– -$16.1K -200 Closed
GI
382
Gradient Investments
Minnesota
– -$15.7K -195 Closed
SDIC
383
South Dakota Investment Council
South Dakota
– -$16K -193 Closed
CAM
384
Creekmur Asset Management
Illinois
– -$5.03K -63 Closed
HIM
385
Hillsdale Investment Management
Ontario, Canada
– -$4.83K -60 Closed
GWS
386
Glassman Wealth Services
Virginia
– -$3.06K -38 Closed
BTI
387
Blue Trust Inc
Georgia
– -$2K -31 Closed
CAL
388
Capital Advisors Ltd
Ohio
– -$2K -24 Closed
PS
389
Planned Solutions
California
– -$1.21K -15 Closed
12 13 14 15
16

AWR Hedge Fund Activity: Q1 2024 in Review

337 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in American States Water (AWR) for Q1 2024, worth a combined $2.03B — down 11% from $2.29B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of AWR and 33 opened new positions — a net loss of 20 holders — while 118 trimmed existing stakes and 113 added.

The largest buyer was Vanguard Group, adding an estimated $9.89M. The largest seller was Morgan Stanley, cutting an estimated $41.7M.

  • 337 institutional investors held American States Water (AWR) as of Q1 2024, down from 359 in Q4 2023.
  • Funds reported $2.03B of American States Water stock for Q1 2024, down 11% quarter-over-quarter.
  • 33 funds opened new American States Water positions in Q1 2024 and 53 closed out, a net change of -20 holders.
  • The largest American States Water buyer in Q1 2024 was Vanguard Group, an estimated $9.89M added.
  • The largest American States Water seller in Q1 2024 was Morgan Stanley, an estimated $41.7M sold.

Based on aggregated 13F filings for Q1 2024.