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American States Water

198 hedge funds and large institutions have $940M invested in American States Water in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 68 increasing their positions, 63 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

578% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $176K

6% more capital invested

Capital invested by funds: $886M → $940M (+$53.9M)

8% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 63

0.46% more ownership

Funds ownership: 61.23%61.69% (+0.46%)

7% less funds holding

Funds holding: 214198 (-16)

45% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 29

Holders
198
Holders Change
-16
Holders Change %
-7.48%
% of All Funds
5.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
68
Reduced
63
Closed
29
Calls
$1.19M
Puts
$176K
Net Calls
+$1.02M
Net Calls Change
+$118K

AWR Hedge Fund Activity: Q1 2015 in Review

198 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in American States Water (AWR) for Q1 2015, worth a combined $940M — up 6.1% from $886M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of AWR and 16 opened new positions — a net loss of 13 holders — while 63 trimmed existing stakes and 68 added.

The largest buyer was Vanguard Group, adding an estimated $10.9M. The largest seller was Schroder Investment Management Group, cutting an estimated $9.64M.

  • 198 institutional investors held American States Water (AWR) as of Q1 2015, down from 214 in Q4 2014.
  • Funds reported $940M of American States Water stock for Q1 2015, up 6.1% quarter-over-quarter.
  • 16 funds opened new American States Water positions in Q1 2015 and 29 closed out, a net change of -13 holders.
  • The largest American States Water buyer in Q1 2015 was Vanguard Group, an estimated $10.9M added.
  • The largest American States Water seller in Q1 2015 was Schroder Investment Management Group, an estimated $9.64M sold.

Based on aggregated 13F filings for Q1 2015.