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American States Water

359 hedge funds and large institutions have $2.29B invested in American States Water in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 122 increasing their positions, 119 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $2.64M | Put options by funds: $595K

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

5% more funds holding

Funds holding: 341359 (+18)

2.09% more ownership

Funds ownership: 74.84%76.93% (+2.1%)

5% more capital invested

Capital invested by funds: $2.18B → $2.29B (+$108M)

3% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 119

Holders
359
Holders Change
+18
Holders Change %
+5.28%
% of All Funds
5.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
122
Reduced
119
Closed
21
Calls
$2.64M
Puts
$595K
Net Calls
+$2.04M
Net Calls Change
+$524K
Name Holding Trade Value Shares
Change
Change in
Stake
ISL
201
Ingalls & Snyder LLC
New York
$349K
FC
202
FORA Capital
Florida
$338K +$59.5K +744 +21%
FMWA
203
Forvis Mazars Wealth Advisors
Missouri
$328K
AIP
204
Ameritas Investment Partners
Nebraska
$309K +$12.3K +154 +4%
CC
205
Centiva Capital
New York
$306K +$305K +3,811 New
TIAA Trust, National Association
206
TIAA Trust, National Association
North Carolina
$304K +$5.28K +66 +2%
LAIC
207
Lederer & Associates Investment Counsel
California
$302K
VIP
208
Vista Investment Partners
Oklahoma
$296K +$294K +3,679 New
PFA
209
Pathway Financial Advisers
Indiana
$294K +$1.6K +20 +0.6%
H
210
HoyleCohen
California
$290K
SEI Investments
211
SEI Investments
Pennsylvania
$287K +$7.2K +90 +3%
MWM
212
MGB Wealth Management
Texas
$287K +$285K +3,561 New
BHCM
213
Brevan Howard Capital Management
Jersey
$286K +$284K +3,555 New
I
214
InceptionR
California
$286K +$48K +600 +20%
State of Wisconsin Investment Board
215
State of Wisconsin Investment Board
Wisconsin
$282K -$341K -4,264 -55%
FDS
216
Freedom Day Solutions
Texas
$276K -$14.5K -181 -5%
IAA
217
Independent Advisor Alliance
North Carolina
$274K -$61.3K -766 -18%
OHWA
218
Oak Hill Wealth Advisors
Virginia
$273K
Mercer Global Advisors
219
Mercer Global Advisors
Colorado
$267K +$19.6K +245 +8%
SCA
220
Stonebridge Capital Advisors
Minnesota
$265K
Wealth Enhancement Advisory Services
221
Wealth Enhancement Advisory Services
Minnesota
$264K -$11.4K -142 -4%
KC
222
Kepos Capital
New York
$263K +$39.9K +499 +18%
RJT
223
Raymond James Trust
Florida
$261K +$1.2K +15 +0.5%
GT
224
Glenmede Trust
Pennsylvania
$261K -$38.3K -479 -13%
TI
225
Tidal Investments
Wisconsin
$261K +$259K +3,240 New