Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Amer States Wtr Co (AWR)

370 + Investors. Track Smart Money conviction in AWR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +18
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — AWR

Based on 371 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added AWR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
371 hedge funds hold AWR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

189 buying157 selling
Last quarter: 189 funds bought or added vs 157 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new AWR position: 40 → 46 → 47 → 55. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 17% medium ■ 17% new
246 out of 371 hedge funds have held AWR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

46 → 40 → 46 → 47 → 55 new funds/Q
New funds entering each quarter: 40 → 46 → 47 → 55. A growing number of institutions are discovering AWR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 70% veterans vs 20% newcomers

■ 70% veterans ■ 10% 1-2yr ■ 20% new
Entry-cohort mix of 378 holders: 263 (70%) are 2+ year veterans, 39 entered 1–2 years ago, and 76 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
53 of 370 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in AWR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AWR

In 2026 Q1, 189 hedge funds were net buyers of AWR (55 opened a new position, 134 added to an existing one), while 157 reduced or exited (120 trimmed, 37 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 44% of total institutional value in AWR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 371.

Hedge Fund Ownership: AWR

How many hedge funds hold AWR — quarterly history vs. share price
Quarterly hedge fund ownership of AWR vs. share price

Market Analysis: AWR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AWR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Amer States Wtr Co (AWR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AWR has moved relative to its sector benchmark (XLU) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
AWR
nan%
XLU
-2.5%

AWR outperformed XLU by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
AWR
nan%
XLU
+2.0%

Since the filing became public, AWR outperformed XLU by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

26 top-rated funds 0 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: AWR
370 + Investors

Track Smart Money conviction in AWR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 370 353 4.82%
13F Shares 32M 32M -0.19%
Total Value $2.34B $2.29B 2.44%
New Positions 54 47 +7
Increased Positions 133 139 -6
Closed Positions 37 51 -14
Reduced Positions 118 110 +8
Total Calls 5 2 150.0%
Total Puts 3 2 50.0%
PUT/CALL Ratio 0.6 1.0 Bullish

Statistics: AWR

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

370 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AWR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 AWR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Dean Capital Management 1.46% 46,678 $3.5M
2 Leith Wheeler Investment Counsel Ltd. 0.79% 126,225 $9.5M
3 Wolfstich Capital, LLC 0.78% 11,582 $889K
4 Dean Investment Associates, LLC 0.71% 66,605 $5.0M
5 SkyOak Wealth, LLC 0.51% 36,634 $2.8M
6 Kennondale Capital Management LLC 0.43% 7,912 $598K
7 Meiji Yasuda Asset Management Co Ltd. 0.33% 88,246 $6.7M
8 Kennedy Capital Management LLC 0.30% 186,631 $14.1M
9 Nuance Investments, LLC 0.27% 25,872 $2.0M
10 Cornerstone Wealth Management, LLC 0.25% 65,118 $4.9M
11 Aigen Investment Management, LP 0.24% 12,415 $939K
12 ELCO Management Co., LLC 0.23% 6,297 $476K
13 Odyssean, LLC 0.23% 8,235 $623K
14 Perpetual Ltd 0.18% 152,368 $11.5M
15 Virtus Advisers, LLC 0.17% 4,803 $363K
16 Legato Capital Management LLC 0.17% 24,343 $1.8M
17 Van Hulzen Asset Management, LLC 0.15% 26,462 $2.0M
18 WFA of San Diego, LLC 0.15% 2,411 $182K
19 Neuberger Berman Group LLC 0.15% 2,527,892 $191.2M
20 Dark Forest Capital Management LP 0.14% 21,053 $1.6M
21 Farmers & Merchants Trust Co of Long Beach 0.12% 6,915 $523K
22 Nebula Research & Development LLC 0.12% 18,799 $1.4M
23 Martingale Asset Management L P 0.12% 61,172 $4.6M
24 HCR Wealth Advisors 0.10% 12,770 $966K
25 Campbell & CO Investment Adviser LLC 0.09% 19,936 $1.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Amer States Wtr Co (AWR)

What does the Smart Money Trend signal show for AWR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added AWR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AWR?

Slight buying edge — 55% buying: Last quarter: 189 funds bought or added vs 157 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AWR holders?

Elite ownership — 44% AUM from top-100 funds: 53 of 370 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in AWR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AWR?

66% of holders stayed for 2+ years: 246 out of 371 hedge funds have held AWR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Amer States Wtr Co (AWR) following the 2026 Q1 hedge fund 13F filings?

As of today, AWR has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the XLU sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), AWR has gained nan% vs -2.5% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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