American States Water
180 hedge funds and large institutions have $672M invested in American States Water in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 55 reducing their positions, and 20 closing their positions.
75% more call options, than puts
Call options by funds: $1.56M | Put options by funds: $892K
5% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 55
0% more funds holding
Funds holding: 180 → 180 (0)
0% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 20
1.15% less ownership
Funds ownership: 61.56% → 60.41% (-1.1%)
25% less capital inflows, than outflows
Capital inflows: $35.3M | Capital outflows: $47M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$6.16M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$2.63M |
| 3 |
BlackRock Institutional Trust
San Francisco,
California
|
+$2.56M |
| 4 |
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
+$1.8M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$7.28M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$5.33M |
| 3 |
Morgan Stanley
New York
|
-$3.29M |
| 4 |
Zacks Investment Management
Chicago,
Illinois
|
-$3.08M |
| 5 |
Bridgeway Capital Management
Houston,
Texas
|
-$2.32M |
AWR Hedge Fund Activity: Q4 2013 in Review
180 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in American States Water (AWR) for Q4 2013, worth a combined $672M — up 2.4% from $656M a quarter earlier.
Fund positioning in AWR was balanced in Q4 2013: 20 funds opened new positions, 20 closed out, 58 added to existing stakes and 55 trimmed.
The largest buyer was Glenmede Trust, adding an estimated $6.16M. The largest seller was Invesco, cutting an estimated $7.28M.
- 180 institutional investors held American States Water (AWR) as of Q4 2013, unchanged from Q3 2013.
- Funds reported $672M of American States Water stock for Q4 2013, up 2.4% quarter-over-quarter.
- 20 funds opened new American States Water positions in Q4 2013 and 20 closed out, a net change of 0 holders.
- The largest American States Water buyer in Q4 2013 was Glenmede Trust, an estimated $6.16M added.
- The largest American States Water seller in Q4 2013 was Invesco, an estimated $7.28M sold.
Based on aggregated 13F filings for Q4 2013.