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American States Water

319 hedge funds and large institutions have $2.16B invested in American States Water in 2020 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 88 increasing their positions, 125 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $5.43M | Put options by funds: $3.23M

5% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 40

1% less funds holding

Funds holding: 321319 (-2)

1.07% less ownership

Funds ownership: 72.77%71.7% (-1.1%)

7% less capital invested

Capital invested by funds: $2.32B → $2.16B (-$162M)

30% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 125

Holders
319
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
7.02%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
42
Increased
88
Reduced
125
Closed
40
Calls
$5.43M
Puts
$3.23M
Net Calls
+$2.2M
Net Calls Change
+$11.5M

AWR Hedge Fund Activity: Q1 2020 in Review

319 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in American States Water (AWR) for Q1 2020, worth a combined $2.16B — down 7% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new AWR positions and 40 closed out — a net gain of 2 holders — while 88 added to existing stakes and 125 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $29.3M. The largest seller was Granite Investment Partners, exiting entirely with an estimated $26.5M sold.

  • 319 institutional investors held American States Water (AWR) as of Q1 2020, down from 321 in Q4 2019.
  • Funds reported $2.16B of American States Water stock for Q1 2020, down 7% quarter-over-quarter.
  • 42 funds opened new American States Water positions in Q1 2020 and 40 closed out, a net change of +2 holders.
  • The largest American States Water buyer in Q1 2020 was Fidelity International, an estimated $29.3M added.
  • The largest American States Water seller in Q1 2020 was Granite Investment Partners, an estimated $26.5M sold.

Based on aggregated 13F filings for Q1 2020.