American States Ownership
| AWR Stock | USD 75.44 0.18 0.24% |
Shares in Circulation | First Issued 2009-03-31 | Previous Quarter 38 M | Current Value 38 M | Avarage Shares Outstanding 37.4 M | Quarterly Volatility 806.7 K |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
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American Stock Ownership Analysis
About 83.0% of the company shares are held by institutions such as insurance companies. The book value of American States was presently reported as 24.12. The company last dividend was issued on the 18th of February 2025. American States Water had 2:1 split on the 4th of September 2013. American States Water Company, through its subsidiaries, provides water and electric services to residential, commercial, industrial, and other customers in the United States. American States Water Company was incorporated in 1929 and is based in San Dimas, California. American States operates under UtilitiesRegulated Water classification in the United States and is traded on New York Stock Exchange. It employs 808 people. For more info on American States Water please contact Robert CMA at 909 394 3600 or go to https://www.aswater.com.Besides selling stocks to institutional investors, American States also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different American States' stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align American States' strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
American States Quarterly Liabilities And Stockholders Equity |
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American States Insider Trades History
Less than 1% of American States Water are currently held by insiders. Unlike American States' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against American States' private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of American States' insider trades
American Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as American States is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading American States Water backward and forwards among themselves. American States' institutional investor refers to the entity that pools money to purchase American States' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 555.2 K | Principal Financial Group Inc | 2024-12-31 | 484.5 K | Charles Schwab Investment Management Inc | 2024-12-31 | 434.4 K | Bank Of New York Mellon Corp | 2024-12-31 | 409.5 K | Legal & General Group Plc | 2024-12-31 | 363.1 K | Jpmorgan Chase & Co | 2024-12-31 | 350.6 K | Millennium Management Llc | 2024-12-31 | 329.7 K | Sam Sustainable Asset Management Ltd | 2024-12-31 | 282.1 K | Goldman Sachs Group Inc | 2024-12-31 | 259.3 K | Blackrock Inc | 2024-12-31 | 7 M | Vanguard Group Inc | 2024-12-31 | 4.8 M |
American States Water Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific American States insiders, such as employees or executives, is commonly permitted as long as it does not rely on American States' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases American States insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
American States Outstanding Bonds
American States issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. American States Water uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most American bonds can be classified according to their maturity, which is the date when American States Water has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
American States Corporate Filings
F4 | 17th of March 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 14th of March 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
10K | 19th of February 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
10Q | 6th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
Pair Trading with American States
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if American States position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in American States will appreciate offsetting losses from the drop in the long position's value.Moving together with American Stock
Moving against American Stock
| 0.66 | CDZI | Cadiz Inc Earnings Call This Week | PairCorr |
| 0.4 | CDZIP | Cadiz Depositary Shares Earnings Call This Week | PairCorr |
The ability to find closely correlated positions to American States could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace American States when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back American States - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling American States Water to buy it.
The correlation of American States is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as American States moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if American States Water moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for American States can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for American Stock Analysis
When running American States' price analysis, check to measure American States' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy American States is operating at the current time. Most of American States' value examination focuses on studying past and present price action to predict the probability of American States' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move American States' price. Additionally, you may evaluate how the addition of American States to your portfolios can decrease your overall portfolio volatility.