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American States Water

205 hedge funds and large institutions have $791M invested in American States Water in 2014 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

406% more call options, than puts

Call options by funds: $1.53M | Put options by funds: $303K

87% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 15

32% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 53

6% more funds holding

Funds holding: 193205 (+12)

1.01% more ownership

Funds ownership: 60.48%61.49% (+1%)

5% more capital invested

Capital invested by funds: $756M → $791M (+$35M)

Holders
205
Holders Change
+12
Holders Change %
+6.22%
% of All Funds
5.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
70
Reduced
53
Closed
15
Calls
$1.53M
Puts
$303K
Net Calls
+$1.23M
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
RS
26
Robeco Schweiz
Switzerland
$6.89M +$4.08M +133,178 +176%
BG
27
BlackRock Group
United Kingdom
$6.83M +$940K +30,693 +18%
Ameriprise
28
Ameriprise
Minnesota
$6.35M +$186K +6,078 +3%
ZIM
29
Zacks Investment Management
Illinois
$5.99M +$575K +18,778 +12%
QBFM
30
QS Batterymarch Financial Management
New York
$5.69M -$420K -13,700 -7%
U
31
UBS
Switzerland
$5.39M +$230K +7,504 +5%
WAM
32
Water Asset Management
New York
$5.13M +$4.73M +154,305 New
GC
33
Guggenheim Capital
Illinois
$5.02M +$208K +6,799 +5%
BIM
34
BlackRock Investment Management
Delaware
$4.71M -$278K -9,086 -6%
CBOA
35
Commonwealth Bank of Australia
Australia
$4.29M +$334K +10,906 +9%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$4.18M +$216K +7,035 +6%
Charles Schwab
37
Charles Schwab
California
$4.09M -$10.7K -350 -0.3%
SO
38
STRS Ohio
Ohio
$4.06M +$3.74M +122,100 New
Legal & General Group
39
Legal & General Group
United Kingdom
$3.73M -$326K -10,650 -9%
Deutsche Bank
40
Deutsche Bank
Germany
$3.54M +$1.4M +45,856 +75%
New York State Teachers Retirement System (NYSTRS)
41
New York State Teachers Retirement System (NYSTRS)
New York
$3.39M
SHA
42
Smith Hayes Advisers
Nebraska
$3.33M +$70.8K +2,311 +2%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$3.08M +$6.13K +200 +0.2%
Goldman Sachs
44
Goldman Sachs
New York
$3.05M -$1.23M -40,221 -30%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$3.03M
PPA
46
Parametric Portfolio Associates
Washington
$3.01M -$78.1K -2,551 -3%
JP Morgan Chase
47
JP Morgan Chase
New York
$2.97M +$568K +18,554 +26%
MAA
48
Managed Account Advisors
New Jersey
$2.91M -$36.3K -1,186 -1%
Public Sector Pension Investment Board (PSP Investments)
49
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.83M +$210K +6,854 +9%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$2.68M -$84.2K -2,748 -3%

AWR Hedge Fund Activity: Q2 2014 in Review

205 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in American States Water (AWR) for Q2 2014, worth a combined $791M — up 4.6% from $756M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AWR positions and 15 closed out — a net gain of 13 holders — while 70 added to existing stakes and 53 trimmed.

The largest buyer was Norges Bank, adding an estimated $11.1M. The largest seller was LSV Asset Management, exiting entirely with an estimated $6.53M sold.

  • 205 institutional investors held American States Water (AWR) as of Q2 2014, up from 193 in Q1 2014.
  • Funds reported $791M of American States Water stock for Q2 2014, up 4.6% quarter-over-quarter.
  • 28 funds opened new American States Water positions in Q2 2014 and 15 closed out, a net change of +13 holders.
  • The largest American States Water buyer in Q2 2014 was Norges Bank, an estimated $11.1M added.
  • The largest American States Water seller in Q2 2014 was LSV Asset Management, an estimated $6.53M sold.

Based on aggregated 13F filings for Q2 2014.