We are live on ! Find out more
AWR icon

American States Water

321 hedge funds and large institutions have $2.51B invested in American States Water in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 102 increasing their positions, 90 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $3.34M | Put options by funds: $1.34M

46% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 35

17% more capital invested

Capital invested by funds: $2.15B → $2.51B (+$358M)

13% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 90

3% more funds holding

Funds holding: 313321 (+8)

0.88% more ownership

Funds ownership: 74.73%75.61% (+0.88%)

Holders
321
Holders Change
+8
Holders Change %
+2.56%
% of All Funds
5.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
51
Increased
102
Reduced
90
Closed
35
Calls
$3.34M
Puts
$1.34M
Net Calls
+$2M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
176
Forvis Mazars Wealth Advisors
Missouri
$377K
TF
177
TIAA FSB
Florida
$363K -$39.9K -438 -10%
FDS
178
Freedom Day Solutions
Texas
$358K +$1K +11 +0.3%
CGH
179
Crossmark Global Holdings
Texas
$346K +$15.9K +175 +5%
B
180
Bellecapital
Switzerland
$346K +$44.2K +485 +15%
H
181
HoyleCohen
California
$340K +$7.11K +78 +2%
PAM
182
Panagora Asset Management
Massachusetts
$327K +$322K +3,536 New
OIA
183
OneDigital Investment Advisors
Kansas
$327K +$273 +3 +0.1%
MWM
184
Modera Wealth Management
New Jersey
$326K
BIM
185
Bridges Investment Management
Nebraska
$324K
OHWA
186
Oak Hill Wealth Advisors
Virginia
$315K +$310K +3,400 New
Cetera Investment Advisers
187
Cetera Investment Advisers
Illinois
$314K +$309K +3,392 New
SCA
188
Stonebridge Capital Advisors
Minnesota
$305K
DCM
189
Dupont Capital Management
Delaware
$305K -$106K -1,158 -26%
KBC Group
190
KBC Group
Belgium
$302K
VCM
191
Vision Capital Management
Oregon
$298K
Nisa Investment Advisors
192
Nisa Investment Advisors
Missouri
$298K
FIB
193
First Interstate Bank
Montana
$287K -$18.2K -200 -6%
FC
194
FORA Capital
Florida
$280K +$276K +3,024 New
FFBTD
195
First Financial Bank - Trust Division
Ohio
$278K
AWA
196
Amplius Wealth Advisors
Pennsylvania
$278K
SW
197
SlateStone Wealth
Florida
$278K
Man Group
198
Man Group
United Kingdom
$277K +$273K +2,991 New
BAMF
199
BI Asset Management Fondsmaeglerselskab
Denmark
$276K +$272K +2,986 New
AIP
200
Ameritas Investment Partners
Nebraska
$272K

AWR Hedge Fund Activity: Q4 2022 in Review

321 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in American States Water (AWR) for Q4 2022, worth a combined $2.51B — up 17% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new AWR positions and 35 closed out — a net gain of 16 holders — while 102 added to existing stakes and 90 trimmed.

The largest buyer was Invesco, adding an estimated $25.1M. The largest seller was W.H. Reaves & Co, exiting entirely with an estimated $23M sold.

  • 321 institutional investors held American States Water (AWR) as of Q4 2022, up from 313 in Q3 2022.
  • Funds reported $2.51B of American States Water stock for Q4 2022, up 17% quarter-over-quarter.
  • 51 funds opened new American States Water positions in Q4 2022 and 35 closed out, a net change of +16 holders.
  • The largest American States Water buyer in Q4 2022 was Invesco, an estimated $25.1M added.
  • The largest American States Water seller in Q4 2022 was W.H. Reaves & Co, an estimated $23M sold.

Based on aggregated 13F filings for Q4 2022.