We are live on ! Find out more
AWR icon

American States Water

201 hedge funds and large institutions have $885M invested in American States Water in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 61 increasing their positions, 67 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

2% more funds holding

Funds holding: 197201 (+4)

0.96% more ownership

Funds ownership: 61.69%62.65% (+0.96%)

2% less call options, than puts

Call options by funds: $841K | Put options by funds: $856K

9% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 67

6% less capital invested

Capital invested by funds: $939M → $885M (-$54M)

Holders
201
Holders Change
+4
Holders Change %
+2.03%
% of All Funds
5.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
61
Reduced
67
Closed
14
Calls
$841K
Puts
$856K
Net Calls
-$15K
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
176
Financial Architects (New Jersey)
New Jersey
$37K
MCA
177
Mercer Capital Advisers
New Jersey
$37K
PMFA
178
Plante Moran Financial Advisors
Michigan
$37K +$38.5K +1,000 New
FNBT
179
FineMark National Bank & Trust
Florida
$34K
MOACM
180
Mutual of America Capital Management
New York
$34K +$7.71K +200 +29%
HA
181
Harfst & Associates
Wyoming
$34K +$34.7K +900 New
RA
182
Rational Advisors
New York
$25K
FNBSF
183
First National Bank Sioux Falls
South Dakota
$22K
JFA
184
JNBA Financial Advisors
Minnesota
$22K
HNB
185
Huntington National Bank
Ohio
$21K +$21.6K +560 New
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$16K +$16.1K +419 New
WA
187
WFG Advisors
Texas
$15K -$5.32K -138 -25%
MFS
188
MSI Financial Services
Massachusetts
$13K +$11.6K +300 +769%
ST
189
Smithfield Trust
Pennsylvania
$12K
Zurich Cantonal Bank
190
Zurich Cantonal Bank
Switzerland
$11K
EWM
191
Evercore Wealth Management
New York
$8K
AC
192
Alexandria Capital
Virginia
$8K +$77 +2 +1%
CTC
193
Central Trust Company
Missouri
$6K
SSB
194
Sandy Spring Bank
Maryland
$6K
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$5K +$2.62K +68 +100%
WA
196
WealthTrust-Arizona
Arizona
$4K +$3.85K +100 +1,000%
IPC
197
Independent Portfolio Consultants
Florida
$3K
EFSCE
198
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$5.94K -154 -73%
GAM
199
Gemmer Asset Management
California
$2K
P
200
Palladiem
Pennsylvania
$2K