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American States Water

291 hedge funds and large institutions have $1.69B invested in American States Water in 2018 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 92 increasing their positions, 77 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 28

19% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 77

9% more funds holding

Funds holding: 267291 (+24)

5% more capital invested

Capital invested by funds: $1.61B → $1.69B (+$86M)

0.33% more ownership

Funds ownership: 72%72.33% (+0.33%)

30% less call options, than puts

Call options by funds: $3.15M | Put options by funds: $4.48M

Holders
291
Holders Change
+24
Holders Change %
+8.99%
% of All Funds
6.48%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.07%
New
52
Increased
92
Reduced
77
Closed
28
Calls
$3.15M
Puts
$4.48M
Net Calls
-$1.34M
Net Calls Change
-$1.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
176
Mitsubishi UFJ Trust & Banking
Japan
$288K -$3.47K -54 -1%
US Bancorp
177
US Bancorp
Minnesota
$283K -$12.4K -193 -4%
APP
178
Avantax Planning Partners
Iowa
$278K +$161K +2,514 +155%
Verition Fund Management
179
Verition Fund Management
Connecticut
$265K +$254K +3,953 New
CGH
180
Crossmark Global Holdings
Texas
$258K -$144K -2,250 -37%
H
181
HoyleCohen
California
$255K
GBBWRPM
182
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$253K
SCM
183
Shelton Capital Management
Colorado
$247K
O
184
OppenheimerFunds
New York
$239K -$108K -1,686 -32%
MFG
185
Magnus Financial Group
New York
$235K +$225K +3,506 New
AP
186
Advisors Preferred
Maryland
$233K +$223K +3,470 New
ECM
187
Evergreen Capital Management
Washington
$231K +$3.6K +56 +2%
UC
188
Unio Capital
New Jersey
$225K -$6.42K -100 -3%
SCA
189
Stonebridge Capital Advisors
Minnesota
$221K
EIA
190
Eldridge Investment Advisors
New Hampshire
$218K +$209K +3,250 New
EFS
191
Essex Financial Services
Connecticut
$218K +$209K +3,255 New
VCM
192
Vision Capital Management
Oregon
$216K +$207K +3,221 New
Macquarie Group
193
Macquarie Group
Australia
$215K +$44.9K +700 +28%
AIP
194
Ameritas Investment Partners
Nebraska
$212K
JG
195
Jefferies Group
New York
$208K +$199K +3,104 New
BSW
196
Buckingham Strategic Wealth
Missouri
$208K +$199K +3,105 New
BAM
197
Blueshift Asset Management
New Jersey
$206K +$197K +3,069 New
OIA
198
OneDigital Investment Advisors
Kansas
$201K
OC
199
Oppenheimer & Co
New York
$201K +$193K +3,011 New
NFG
200
Next Financial Group
Texas
$189K +$104K +1,626 +136%