American States Water
193 hedge funds and large institutions have $757M invested in American States Water in 2014 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 60 reducing their positions, and 12 closing their positions.
1,587% more call options, than puts
Call options by funds: $1.3M | Put options by funds: $77K
117% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 12
13% more capital invested
Capital invested by funds: $672M → $757M (+$84.2M)
7% more funds holding
Funds holding: 180 → 193 (+13)
0.07% more ownership
Funds ownership: 60.41% → 60.48% (+0.07%)
8% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 60
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$6.15M |
| 2 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$6.05M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$5.57M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$4.19M |
| 5 |
RFC
Russell Frank Company
Seattle,
Washington
|
+$4.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$5.82M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$5.51M |
| 3 |
Bank of New York Mellon
New York
|
-$5.16M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$4.01M |
| 5 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
-$3.33M |
AWR Hedge Fund Activity: Q1 2014 in Review
193 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in American States Water (AWR) for Q1 2014, worth a combined $757M — up 13% from $672M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new AWR positions and 12 closed out — a net gain of 14 holders — while 55 added to existing stakes and 60 trimmed.
The largest buyer was Boston Trust Walden, adding an estimated $6.15M. The largest seller was First Trust Advisors, cutting an estimated $5.82M.
- 193 institutional investors held American States Water (AWR) as of Q1 2014, up from 180 in Q4 2013.
- Funds reported $757M of American States Water stock for Q1 2014, up 13% quarter-over-quarter.
- 26 funds opened new American States Water positions in Q1 2014 and 12 closed out, a net change of +14 holders.
- The largest American States Water buyer in Q1 2014 was Boston Trust Walden, an estimated $6.15M added.
- The largest American States Water seller in Q1 2014 was First Trust Advisors, an estimated $5.82M sold.
Based on aggregated 13F filings for Q1 2014.