Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Amer States Wtr Co (AWR)

371 + 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
↑ +19
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — AWR

Based on 373 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
373 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 — +7% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

191 buying158 selling
Last quarter: 191 funds bought or added vs 158 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 (+10 vs last Q)

new funds entering per quarter
Funds opening a new AWR position: 41 → 46 → 47 → 57. 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
247 out of 373 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 → 41 → 46 → 47 → 57 new funds/Q
New funds entering each quarter: 41 → 46 → 47 → 57. A growing number of institutions are discovering AWR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 69% veterans vs 20% newcomers

■ 69% veterans ■ 10% 1-2yr ■ 20% new
Entry-cohort mix of 380 holders: 264 (69%) are 2+ year veterans, 39 entered 1–2 years ago, and 77 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 67% AUM from top-100 funds

67% from top-100 AUM funds
57 of 372 holders are among the 100 largest funds by AUM, controlling 67% 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, 191 hedge funds were net buyers of AWR (57 opened a new position, 134 added to an existing one), while 158 reduced or exited (120 trimmed, 38 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 67% of total institutional value in AWR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +19 funds (more new holders than closures). Total institutional holders: 373.

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 Q2 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 June 30, 2026 · 46d ago
AWR
+7.7%
XLU
-2.3%

AWR outperformed XLU by +10.0% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 1d ago
AWR
+0.0%
XLU
+0.0%

Since the filing became public, AWR outperformed XLU by +0.0% .

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.

19 top-rated funds 0 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: AWR
2026 Q2 Stats Unlock in 4 days 371 + 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 371 354 4.8%
13F Shares 32M 32M -0.19%
Total Value $2.34B $2.29B 2.44%
New Positions 56 47 +9
Increased Positions 133 140 -7
Closed Positions 38 51 -13
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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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

371 + 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:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
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 1.84% 61,578 $5.1M
2 Dean Investment Associates, LLC 0.92% 84,780 $7.0M
3 Leith Wheeler Investment Counsel Ltd. 0.79% 125,110 $10.3M
4 SkyOak Wealth, LLC 0.49% 36,258 $3.0M
5 CoreCommodity Management, LLC 0.46% 28,177 $2.3M
6 Kennondale Capital Management LLC 0.44% 7,912 $654K
7 Meiji Yasuda Asset Management Co Ltd. 0.29% 78,809 $6.5M
8 Kennedy Capital Management LLC 0.27% 181,346 $15.0M
9 Cornerstone Wealth Management, LLC 0.24% 66,904 $5.5M
10 ELCO Management Co., LLC 0.22% 6,201 $512K
11 Legato Capital Management LLC 0.22% 32,111 $2.7M
12 Perpetual Ltd 0.19% 160,353 $13.2M
13 WFA of San Diego, LLC 0.18% 2,411 $214K
14 Virtus Advisers, LLC 0.17% 5,457 $451K
15 Fox Run Management, L.L.C. 0.15% 10,853 $897K
16 Neuberger Berman Group LLC 0.14% 2,557,960 $211.4M
17 Van Hulzen Asset Management, LLC 0.14% 22,970 $1.9M
18 Martingale Asset Management L P 0.13% 66,475 $5.5M
19 Farmers & Merchants Trust Co of Long Beach 0.12% 6,915 $571K
20 Diametric Capital, LP 0.11% 12,933 $1.1M
21 Odyssean, LLC 0.11% 8,235 $680K
22 Martin Capital Partners, LLC 0.11% 3,520 $291K
23 WorthPointe, LLC 0.10% 4,679 $387K
24 HCR Wealth Advisors 0.09% 12,705 $1.0M
25 Virtue Capital Management, LLC 0.09% 7,861 $650K
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: 191 funds bought or added vs 158 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 — 67% AUM from top-100 funds: 57 of 372 holders are among the 100 largest funds by AUM, controlling 67% 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: 247 out of 373 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 Q2 hedge fund 13F filings?

As of today, AWR has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLU sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), AWR has gained +7.7% vs -2.3% 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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