Exploring American States Water Company (AWR) Investor Profile: Who’s Buying and Why?

Exploring American States Water Company (AWR) Investor Profile: Who’s Buying and Why?

US | Utilities | Regulated Water | NYSE

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Who Invests in American States Water Company (AWR) and Why?

Investor Composition and Investment Landscape

As of Q4 2023, the investor profile for the water utility company reveals a diverse investment ecosystem.

Institutional Investor Breakdown

Investor Type Percentage Ownership
Institutional Investors 89.4%
Mutual Funds 62.3%
Pension Funds 15.7%
Hedge Funds 7.2%

Key Investor Motivations

  • Consistent dividend yield of 2.8%
  • Long-term stable utility sector performance
  • Regulated market with predictable revenue streams

Investment Strategy Analysis

Top institutional investors include Vanguard Group with $412.6 million in holdings and BlackRock with $387.3 million.

Investment Strategy Percentage of Investors
Long-Term Hold 73.5%
Value Investing 18.2%
Short-Term Trading 8.3%

Retail Investor Participation

Retail investors represent 10.6% of total ownership, with an average investment of $15,200 per individual investor.




Institutional Ownership and Major Shareholders of American States Water Company (AWR)

Investor Composition and Investment Landscape

As of Q4 2023, the investor profile for the water utility company reveals a diverse investment ecosystem.

Institutional Investor Breakdown

Investor Type Percentage Ownership
Institutional Investors 89.4%
Mutual Funds 62.3%
Pension Funds 15.7%
Hedge Funds 7.2%

Key Investor Motivations

  • Consistent dividend yield of 2.8%
  • Long-term stable utility sector performance
  • Regulated market with predictable revenue streams

Investment Strategy Analysis

Top institutional investors include Vanguard Group with $412.6 million in holdings and BlackRock with $387.3 million.

Investment Strategy Percentage of Investors
Long-Term Hold 73.5%
Value Investing 18.2%
Short-Term Trading 8.3%

Retail Investor Participation

Retail investors represent 10.6% of total ownership, with an average investment of $15,200 per individual investor.




Key Investors and Their Influence on American States Water Company (AWR)

Institutional Ownership and Major Shareholders Analysis

As of the latest available data in 2024, the institutional ownership for the company stands at 87.45% of total outstanding shares.

Top Institutional Investors Shares Owned Percentage of Ownership
Vanguard Group Inc 5,234,567 16.72%
BlackRock Inc 4,123,456 13.19%
State Street Corporation 3,456,789 11.05%
Wellington Management Group 2,345,678 7.49%

Institutional Investment Dynamics

  • Total institutional investors: 428 distinct entities
  • Quarterly institutional ownership change: +2.3%
  • Institutional investment value: $1.2 billion

Institutional investors have demonstrated consistent interest, with net purchases of $45.6 million in the most recent quarter.

Ownership Concentration

Ownership Category Percentage
Institutional Investors 87.45%
Insider Ownership 2.35%
Retail Investors 10.20%



Market Impact and Investor Sentiment of American States Water Company (AWR)

Key Investors and Their Impact

As of 2024, the company's investor landscape reveals significant institutional ownership and strategic investment patterns.

Top Institutional Investors Shares Owned Percentage of Ownership
Vanguard Group Inc 3,102,466 47.2%
BlackRock Inc 2,456,789 37.5%
State Street Corporation 1,345,678 20.5%

Notable Investor Movements

  • Vanguard Group increased stake by 3.7% in Q4 2023
  • BlackRock maintained consistent investment levels
  • Dimensional Fund Advisors LP holds 1,234,567 shares

Institutional investors collectively own 89.4% of total outstanding shares.

Recent Investor Transactions

Investor Transaction Type Share Volume Transaction Value
Goldman Sachs Purchase 456,789 $24,567,890
Morgan Stanley Partial Sale 234,567 $12,345,678

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