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American States Water

267 hedge funds and large institutions have $1.61B invested in American States Water in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 75 increasing their positions, 92 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

4% more funds holding

Funds holding: 256267 (+11)

7% more call options, than puts

Call options by funds: $1.56M | Put options by funds: $1.46M

4% more capital invested

Capital invested by funds: $1.54B → $1.61B (+$65.4M)

2.32% less ownership

Funds ownership: 74.33%72% (-2.3%)

18% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 92

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
267
Holders Change
+11
Holders Change %
+4.3%
% of All Funds
6.1%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
75
Reduced
92
Closed
18
Calls
$1.56M
Puts
$1.46M
Net Calls
+$109K
Net Calls Change
-$383K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$339M +$10.8M +179,576 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$254M +$3.88M +64,527 +2%
State Street
3
State Street
Massachusetts
$177M -$22.7M -377,497 -12%
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$76.4M -$4.39M -73,133 -6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$76.3M -$1.14M -19,026 -2%
Invesco
6
Invesco
Georgia
$41.4M -$3.82M -63,669 -9%
Northern Trust
7
Northern Trust
Illinois
$41M +$907K +15,100 +2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$38.5M +$1.32M +21,961 +4%
Renaissance Technologies
9
Renaissance Technologies
New York
$37.3M -$10.3M -172,160 -22%
JP Morgan Chase
10
JP Morgan Chase
New York
$32.2M -$4.88M -81,315 -13%
Principal Financial Group
11
Principal Financial Group
Iowa
$22.1M +$772K +12,848 +4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$22M +$1.24M +20,658 +6%
KBC Group
13
KBC Group
Belgium
$20.1M -$1.95M -32,410 -9%
Ameriprise
14
Ameriprise
Minnesota
$17.5M +$806K +13,426 +5%
CCM
15
Copeland Capital Management
Pennsylvania
$16.9M -$2.49M -41,450 -13%
GIP
16
Granite Investment Partners
California
$16.8M +$3.11M +51,709 +23%
Charles Schwab
17
Charles Schwab
California
$16.5M +$599K +9,981 +4%
BTW
18
Boston Trust Walden
Massachusetts
$16.5M -$352K -5,854 -2%
Norges Bank
19
Norges Bank
Norway
$15.3M -$1.83M -30,528 -11%
Morgan Stanley
20
Morgan Stanley
New York
$14.3M +$4.01M +66,820 +40%
Legal & General Group
21
Legal & General Group
United Kingdom
$13.8M +$513K +8,549 +4%
First Trust Advisors
22
First Trust Advisors
Illinois
$11.5M -$108K -1,799 -0.9%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$10.7M -$587K -9,778 -5%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$10.2M -$365K -6,073 -4%
Deutsche Bank
25
Deutsche Bank
Germany
$10.1M -$2.51M -41,780 -20%

AWR Hedge Fund Activity: Q3 2018 in Review

267 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in American States Water (AWR) for Q3 2018, worth a combined $1.61B — up 4.2% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new AWR positions and 18 closed out — a net gain of 12 holders — while 75 added to existing stakes and 92 trimmed.

The largest buyer was BlackRock, adding an estimated $10.8M. The largest seller was State Street, cutting an estimated $22.7M.

  • 267 institutional investors held American States Water (AWR) as of Q3 2018, up from 256 in Q2 2018.
  • Funds reported $1.61B of American States Water stock for Q3 2018, up 4.2% quarter-over-quarter.
  • 30 funds opened new American States Water positions in Q3 2018 and 18 closed out, a net change of +12 holders.
  • The largest American States Water buyer in Q3 2018 was BlackRock, an estimated $10.8M added.
  • The largest American States Water seller in Q3 2018 was State Street, an estimated $22.7M sold.

Based on aggregated 13F filings for Q3 2018.