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American States Water

338 hedge funds and large institutions have $2.06B invested in American States Water in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 128 increasing their positions, 108 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $3.83M | Put options by funds: $1.37M

21% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 33

19% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 108

2% more capital invested

Capital invested by funds: $2.03B → $2.06B (+$35M)

0.44% more ownership

Funds ownership: 75.99%76.43% (+0.44%)

0% more funds holding

Funds holding: 337338 (+1)

Holders
338
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
4.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
40
Increased
128
Reduced
108
Closed
33
Calls
$3.83M
Puts
$1.37M
Net Calls
+$2.46M
Net Calls Change
+$819K
Name Holding Trade Value Shares
Change
Change in
Stake
ISL
201
Ingalls & Snyder LLC
New York
$301K
WOSD
202
WFA of San Diego
California
$298K +$296K +4,104 New
FMWA
203
Forvis Mazars Wealth Advisors
Missouri
$296K
HW
204
Hancock Whitney
Mississippi
$289K -$204K -2,834 -42%
CCIA
205
Campbell & Co Investment Adviser
Maryland
$278K +$276K +3,825 New
MWM
206
MGB Wealth Management
Texas
$276K
LAIC
207
Lederer & Associates Investment Counsel
California
$272K
PTC
208
Petrus Trust Company
Texas
$270K -$135K -1,868 -33%
AIP
209
Ameritas Investment Partners
Nebraska
$268K -$10.1K -140 -4%
PFA
210
Pathway Financial Advisers
Indiana
$268K +$1.66K +23 +0.6%
Wealth Enhancement Advisory Services
211
Wealth Enhancement Advisory Services
Minnesota
$266K +$23.7K +328 +10%
ACM
212
Aquatic Capital Management
Illinois
$261K -$498K -6,900 -66%
H
213
HoyleCohen
California
$261K
TIAA Trust, National Association
214
TIAA Trust, National Association
North Carolina
$261K
OQS
215
Occudo Quantitative Strategies
Florida
$260K +$259K +3,588 New
VIP
216
Vista Investment Partners
Oklahoma
$254K
Connor, Clark & Lunn Investment Management (CC&L)
217
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$254K +$252K +3,497 New
JFG
218
Jefferies Financial Group
New York
$253K +$251K +3,483 New
AAM
219
Advisors Asset Management
Colorado
$251K -$20.6K -286 -8%
BBVA
220
Banco Bilbao Vizcaya Argentaria
Spain
$249K +$248K +3,438 New
APP
221
Avantax Planning Partners
Iowa
$248K
SCA
222
Stonebridge Capital Advisors
Minnesota
$239K
VPIM
223
Vanguard Personalized Indexing Management
California
$237K -$29.1K -404 -11%
RJT
224
Raymond James Trust
Florida
$237K +$649 +9 +0.3%
CGH
225
Crossmark Global Holdings
Texas
$235K -$9.81K -136 -4%