AWR Institutional Ownership
American States Water Company
1W: +4.4%
1M: +2.9%
3M: -3.2%
YTD: +18.7%
1Y: +12.1%
3Y: +16.0%
5Y: +4.6%
$85.48
+0.26 (+0.31%)
After Hours: $84.60 (-0.88, -1.02%)
Weekly Expected Move ±3.1%
$80
$83
$85
$88
$91
Credit Risk of going bust: lower than 87% of companies Debt: 19.1% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.03 (down 99%), American States Water Company would be worth roughly what it owes.
Total debt $798.5M against a stock market value of $3.38B.
Distance to default 11.98 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $432.1M (short-term plus half of long-term), stock volatility 20.6%; Altman Z'' 1.98. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $1.03 (down 99%), American States Water Company would be worth roughly what it owes.
Total debt $798.5M against a stock market value of $3.38B.
Distance to default 11.98 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $432.1M (short-term plus half of long-term), stock volatility 20.6%; Altman Z'' 1.98. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — AWR
444
Institutional Holders
+38 vs prior quarter
0.0%
Ownership
+0.00pp
$3B
Total Invested
69
New Positions
165
Increased
136
Reduced
31
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (469 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7,294,548 | $622M | +432,694 | +6.3% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3,524,229 | $300M | +417,828 | +13.5% | 2Q | SEC ↗ |
| 3 | NEUBERGER BERMAN GROUP LLC | 2,557,960 | $218M | +30,068 | +1.2% | 9Q | SEC ↗ |
| 4 | STATE STREET CORP | 2,243,634 | $191M | +178,777 | +8.7% | 43Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1,789,593 | $153M | +33,314 | +1.9% | 2Q | SEC ↗ |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1,001,087 | $85M | +66,722 | +7.1% | 87Q | SEC ↗ |
| 7 | AQR CAPITAL MANAGEMENT LLC | 919,629 | $78M | +446,092 | +94.2% | 11Q | SEC ↗ |
| 8 | MORGAN STANLEY | 904,551 | $77M | -397,780 | -30.5% | 60Q | SEC ↗ |
| 9 | FIRST TRUST ADVISORS LP | 778,435 | $66M | -57,657 | -6.9% | 61Q | SEC ↗ |
| 10 | DIMENSIONAL FUND ADVISORS LP | 749,299 | $64M | +8,220 | +1.1% | 102Q | SEC ↗ |
| 11 | Invesco Ltd. | 619,310 | $53M | -19,554 | -3.1% | 77Q | SEC ↗ |
| 12 | NORTHERN TRUST CORP | 482,466 | $41M | +41,030 | +9.3% | 110Q | SEC ↗ |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 478,996 | $41M | +16,940 | +3.7% | 15Q | SEC ↗ |
| 14 | Sixth Street Partners Management Compa NEW | 478,996 | $41M | — | +0.0% | 1Q | SEC ↗ |
| 15 | BNP PARIBAS ASSET MANAGEMENT Holding S | 470,985 | $40M | -3,065 | -0.6% | 29Q | SEC ↗ |
| 16 | Bank of New York Mellon Corp | 342,941 | $29M | +13,713 | +4.2% | 76Q | SEC ↗ |
| 17 | TWO SIGMA INVESTMENTS, LP | 287,237 | $24M | +195,084 | +211.7% | 13Q | SEC ↗ |
| 18 | VANGUARD FIDUCIARY TRUST CO | 275,392 | $23M | +13,334 | +5.1% | 2Q | SEC ↗ |
| 19 | Nuveen, LLC | 268,766 | $23M | +147,437 | +121.5% | 6Q | SEC ↗ |
| 20 | JPMORGAN CHASE & CO | 257,020 | $22M | +9,389 | +3.8% | 103Q | SEC ↗ |
| 21 | VICTORY CAPITAL MANAGEMENT INC | 252,207 | $21M | +8,767 | +3.6% | 45Q | SEC ↗ |
| 22 | GOLDMAN SACHS GROUP INC | 238,467 | $20M | +2,462 | +1.0% | 15Q | SEC ↗ |
| 23 | Legal & General Group Plc | 228,364 | $19M | +853 | +0.4% | 27Q | SEC ↗ |
| 24 | PRINCIPAL FINANCIAL GROUP INC | 190,996 | $16M | +2,100 | +1.1% | 83Q | SEC ↗ |
| 25 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 186,116 | $16M | +83,136 | +80.7% | 5Q | SEC ↗ |
| 26 | KENNEDY CAPITAL MANAGEMENT LLC | 181,346 | $15M | -5,285 | -2.8% | 16Q | SEC ↗ |
| 27 | Allianz Asset Management GmbH | 178,394 | $15M | +119,751 | +204.2% | 31Q | SEC ↗ |
| 28 | Perpetual Ltd | 160,353 | $14M | +7,985 | +5.2% | 14Q | SEC ↗ |
| 29 | BANK OF AMERICA CORP /DE | 155,842 | $13M | +3,167 | +2.1% | 15Q | SEC ↗ |
| 30 | UBS Group AG | 151,438 | $13M | +32,081 | +26.9% | 47Q | SEC ↗ |
| 31 | Zurcher Kantonalbank (Zurich Cantonalb | 148,270 | $13M | -29,891 | -16.8% | 46Q | SEC ↗ |
| 32 | Public Sector Pension Investment Board | 134,687 | $11M | -3,775 | -2.7% | 68Q | SEC ↗ |
| 33 | MILLENNIUM MANAGEMENT LLC | 126,404 | $11M | -80,379 | -38.9% | 18Q | SEC ↗ |
| 34 | Leith Wheeler Investment Counsel Ltd. | 125,110 | $11M | -1,115 | -0.9% | 3Q | SEC ↗ |
| 35 | HRT FINANCIAL LP | 124,803 | $11M | -17,008 | -12.0% | 9Q | SEC ↗ |
| 36 | D. E. Shaw & Co., Inc. | 111,732 | $10M | +7,152 | +6.8% | 14Q | SEC ↗ |
| 37 | RHUMBLINE ADVISERS | 108,963 | $9M | -10,324 | -8.7% | 82Q | SEC ↗ |
| 38 | UBS AM, a distinct business unit of UB | 107,311 | $9M | -5,513 | -4.9% | 14Q | SEC ↗ |
| 39 | IEQ CAPITAL, LLC | 101,674 | $9M | +41,580 | +69.2% | 4Q | SEC ↗ |
| 40 | ProShare Advisors LLC | 96,924 | $8M | +4,257 | +4.6% | 35Q | SEC ↗ |
| 41 | D.A. DAVIDSON & CO. | 91,939 | $8M | -7,239 | -7.3% | 63Q | SEC ↗ |
| 42 | CANADA LIFE ASSURANCE Co | 87,753 | $7M | +11,885 | +15.7% | 29Q | SEC ↗ |
| 43 | AMERIPRISE FINANCIAL INC | 86,353 | $7M | -21,248 | -19.7% | 16Q | SEC ↗ |
| 44 | DEAN INVESTMENT ASSOCIATES, LLC | 84,780 | $7M | +18,175 | +27.3% | 2Q | SEC ↗ |
| 45 | Meiji Yasuda Asset Management Co Ltd. | 78,809 | $7M | -9,437 | -10.7% | 6Q | SEC ↗ |
| 46 | Swiss National Bank | 78,400 | $7M | +1,900 | +2.5% | 53Q | SEC ↗ |
| 47 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SC | 77,366 | $7M | -1,139 | -1.5% | 33Q | SEC ↗ |
| 48 | AMERICAN CENTURY COMPANIES INC | 76,619 | $7M | +38,634 | +101.7% | 3Q | SEC ↗ |
| 49 | KBC Group NV | 71,186 | $6M | -863 | -1.2% | 47Q | SEC ↗ |
| 50 | DEUTSCHE BANK AG | 70,001 | $6M | -32,059 | -31.4% | 52Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 478,996 | $41M |
| CoreCommodity Management, LLC | 28,177 | $2M |
| Ilex Capital Partners (UK) LLP | 28,118 | $2M |
| CAPITAL FUND MANAGEMENT S.A. | 24,348 | $2M |
| Aquatic Capital Management LLC | 19,459 | $2M |
| ExodusPoint Capital Management, LP | 18,951 | $2M |
| Jupiter Topco LLC | 16,496 | $1M |
| AlphaCore Capital LLC | 15,206 | $1M |
| CSM Advisors, LLC | 13,613 | $1M |
| Diametric Capital, LP | 12,933 | $1M |
| FOX RUN MANAGEMENT, L.L.C. | 10,853 | $925K |
| ACADIAN ASSET MANAGEMENT LLC | 10,325 | $880K |
| Virtue Capital Management, LLC | 7,861 | $670K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 6,872 | $586K |
| Susquehanna Portfolio Strategies, L | 6,714 | $572K |
| CAPSTONE INVESTMENT ADVISORS, LLC | 6,190 | $528K |
| NORDEA INVESTMENT MANAGEMENT AB | 5,676 | $484K |
| Catalyst Funds Management Pty Ltd | 4,914 | $419K |
| WorthPointe, LLC | 4,679 | $399K |
| NorthCrest Asset Manangement, LLC | 4,553 | $388K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Qube Research & Technologies Ltd | 209,184 | $18M |
| JANE STREET GROUP, LLC | 120,774 | $10M |
| Point72 Asset Management, L.P. | 43,348 | $4M |
| EULAV Asset Management | 30,500 | $3M |
| NUANCE INVESTMENTS, LLC | 25,872 | $2M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 23,326 | $2M |
| LAZARD ASSET MANAGEMENT LLC | 23,193 | $2M |
| DARK FOREST CAPITAL MANAGEMENT LP | 21,053 | $2M |
| Campbell & CO Investment Adviser LL | 19,936 | $2M |
| TUDOR INVESTMENT CORP ET AL | 15,185 | $1M |
| CenterBook Partners LP | 15,183 | $1M |
| Brevan Howard Capital Management LP | 12,239 | $1M |
| WINTON GROUP Ltd | 12,086 | $1M |
| Wolfstich Capital, LLC | 11,582 | $987K |
| Verition Fund Management LLC | 10,400 | $886K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 9,740 | $830K |
| Abacus Wealth Partners, LLC | 8,228 | $701K |
| Clear Creek Financial Management, L | 6,780 | $578K |
| Balyasny Asset Management L.P. | 5,868 | $500K |
| Jump Financial, LLC | 5,574 | $475K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | +446,092 | +94.2% | 919,629 |
| BlackRock, Inc. | +432,694 | +6.3% | 7,294,548 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +417,828 | +13.5% | 3,524,229 |
| TWO SIGMA INVESTMENTS, LP | +195,084 | +211.7% | 287,237 |
| STATE STREET CORP | +178,777 | +8.7% | 2,243,634 |
| Nuveen, LLC | +147,437 | +121.5% | 268,766 |
| Allianz Asset Management GmbH | +119,751 | +204.2% | 178,394 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +83,136 | +80.7% | 186,116 |
| GEODE CAPITAL MANAGEMENT, LLC | +66,722 | +7.1% | 1,001,087 |
| IEQ CAPITAL, LLC | +41,580 | +69.2% | 101,674 |
| NORTHERN TRUST CORP | +41,030 | +9.3% | 482,466 |
| AMERICAN CENTURY COMPANIES INC | +38,634 | +101.7% | 76,619 |
| CITIGROUP INC | +36,477 | +466.6% | 44,294 |
| VANGUARD CAPITAL MANAGEMENT LLC | +33,314 | +1.9% | 1,789,593 |
| UBS Group AG | +32,081 | +26.9% | 151,438 |
| NEUBERGER BERMAN GROUP LLC | +30,068 | +1.2% | 2,557,960 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +28,445 | +172.7% | 44,913 |
| ROYCE & ASSOCIATES LP | +28,267 | +644.3% | 32,654 |
| LPL Financial LLC | +24,732 | +77.9% | 56,489 |
| WELLS FARGO & COMPANY/MN | +22,411 | +47.8% | 69,290 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -397,780 | -30.5% | 904,551 |
| Amundi | -203,332 | -90.9% | 20,470 |
| RENAISSANCE TECHNOLOGIES LLC | -90,900 | -86.1% | 14,700 |
| MILLENNIUM MANAGEMENT LLC | -80,379 | -38.9% | 126,404 |
| FIRST TRUST ADVISORS LP | -57,657 | -6.9% | 778,435 |
| Trexquant Investment LP | -52,978 | -77.3% | 15,516 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | -50,437 | -89.7% | 5,775 |
| Man Group plc | -47,922 | -79.2% | 12,622 |
| DEUTSCHE BANK AG | -32,059 | -31.4% | 70,001 |
| Zurcher Kantonalbank (Zurich Canton | -29,891 | -16.8% | 148,270 |
| MARSHALL WACE, LLP | -26,123 | -34.7% | 49,079 |
| AMERIPRISE FINANCIAL INC | -21,248 | -19.7% | 86,353 |
| Invesco Ltd. | -19,554 | -3.1% | 619,310 |
| HRT FINANCIAL LP | -17,008 | -12.0% | 124,803 |
| Graham Capital Management, L.P. | -13,391 | -78.9% | 3,584 |
| State of New Jersey Common Pension | -12,895 | -42.1% | 17,711 |
| STATE OF WISCONSIN INVESTMENT BOARD | -12,623 | -70.7% | 5,238 |
| ALGERT GLOBAL LLC | -12,380 | -31.5% | 26,870 |
| CITADEL ADVISORS LLC | -12,180 | -28.7% | 30,220 |
| Quantbot Technologies LP | -11,353 | -77.5% | 3,287 |