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American States Water
AWR

Overview Fund Activity

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, 129 increasing their positions, 107 reducing their positions, and 32 closing their positions.

Holders
338
Holders Change
+2
Holders Change %
+0.6%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
40
Increased
129
Reduced
107
Closed
32
Calls
$3.83M
Puts
$1.37M
Net Calls
+$2.46M
Net Calls Change
+$819K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$32M
2
Victory Capital Management
2
Victory Capital Management
Texas
$16M
3
Norges Bank
3
Norges Bank
Norway
$36.9M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$6.27M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$13.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$480M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$79.5M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$13.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$19.8M
5
State Street
5
State Street
Massachusetts
$152M
Name Market Value Shares Shares
Change 		Shares
Change %
ISL
201
Ingalls & Snyder LLC
New York
$301K 4,145 – –
WOSD
202
WFA of San Diego
California
$298K 4,104 +4,104 New
FMWA
203
Forvis Mazars Wealth Advisors
Missouri
$296K 4,076 – –
HW
204
Hancock Whitney
Mississippi
$289K 3,988 -2,834 -42%
CCIA
205
Campbell & Co Investment Adviser
Maryland
$278K 3,825 +3,825 New
MWM
206
MGB Wealth Management
Texas
$276K 3,561 – –
LAIC
207
Lederer & Associates Investment Counsel
California
$272K 3,750 – –
PTC
208
Petrus Trust Company
Texas
$270K 3,722 -1,868 -33%
AIP
209
Ameritas Investment Partners
Nebraska
$268K 3,699 -140 -4%
PFA
210
Pathway Financial Advisers
Indiana
$268K 3,694 +23 +0.6%
Wealth Enhancement Advisory Services
211
Wealth Enhancement Advisory Services
Minnesota
$266K 3,663 +328 +10%
ACM
212
Aquatic Capital Management
Illinois
$261K 3,600 -6,900 -66%
H
213
HoyleCohen
California
$261K 3,600 – –
TIAA Trust, National Association
214
TIAA Trust, National Association
North Carolina
$261K 3,590 – –
OQS
215
Occudo Quantitative Strategies
Florida
$260K 3,588 +3,588 New
VIP
216
Vista Investment Partners
Oklahoma
$254K 3,500 – –
Connor, Clark & Lunn Investment Management (CC&L)
217
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$254K 3,497 +3,497 New
JFG
218
Jefferies Financial Group
New York
$253K 3,483 +3,483 New
AAM
219
Advisors Asset Management
Colorado
$251K 3,452 -286 -8%
BBVA
220
Banco Bilbao Vizcaya Argentaria
Spain
$249K 3,438 +3,438 New
APP
221
Avantax Planning Partners
Iowa
$248K 3,419 – –
SCA
222
Stonebridge Capital Advisors
Minnesota
$239K 3,300 – –
VPIM
223
Vanguard Personalized Indexing Management
California
$237K 3,284 -404 -11%
RJT
224
Raymond James Trust
Florida
$237K 3,260 +9 +0.3%
CGH
225
Crossmark Global Holdings
Texas
$235K 3,243 -136 -4%
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