American States Water
AWR
320 hedge funds and large institutions have $2.46B invested in American States Water in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 86 increasing their positions, 129 reducing their positions, and 32 closing their positions.
41% more call options, than puts
Call options by funds: $1.07M | Put options by funds: $764K
16% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 32
0% less funds holding
Funds holding: 321 → 320 (-1)
0.7% less ownership
Funds ownership: 75.61% → 74.9% (-0.7%)
2% less capital invested
Capital invested by funds: $2.51B → $2.46B (-$54.1M)
33% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 129
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$7.67M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$5.34M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$4.89M |
| 4 |
EP
Edgestream Partners
Princeton,
New Jersey
|
+$4.12M |
| 5 |
JP Morgan Chase
New York
|
+$3.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$41M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$8.73M |
| 3 |
Legal & General Group
London,
United Kingdom
|
-$8.47M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$7.38M |
| 5 |
MAP
Moody Aldrich Partners
Marblehead,
Massachusetts
|
-$3.32M |
AWR Hedge Fund Activity: Q1 2023 in Review
320 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in American States Water (AWR) for Q1 2023, worth a combined $2.46B — down 2.2% from $2.51B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new AWR positions and 32 closed out — a net gain of 5 holders — while 86 added to existing stakes and 129 trimmed.
The largest buyer was UBS AM, opening a new position worth an estimated $7.67M. The largest seller was State Street, cutting an estimated $41M.
- 320 institutional investors held American States Water (AWR) as of Q1 2023, down from 321 in Q4 2022.
- Funds reported $2.46B of American States Water stock for Q1 2023, down 2.2% quarter-over-quarter.
- 37 funds opened new American States Water positions in Q1 2023 and 32 closed out, a net change of +5 holders.
- The largest American States Water buyer in Q1 2023 was UBS AM, an estimated $7.67M added.
- The largest American States Water seller in Q1 2023 was State Street, an estimated $41M sold.
Based on aggregated 13F filings for Q1 2023.