The cluster is small relative to AWR's $3.4B market cap and lacks insider corroboration. Monitor next 13F cycle for follow-through or reversal by these same managers.
Executive Summary
Five institutional asset managers added to their AWR positions in Q3 2026, with aggregate holdings rising $2.3M to $11.1M. The buying is modest in scale and concentrated among smaller active managers, while no insider buying corroborates the signal.
Key Financial Metrics
Institutional Positions
Net institutional flow: $2.3M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Proshare Advisors | ADD | +26.4% | $10.1M | $2.1M |
| Ifm Investors Pty | ADD | +28.4% | $297.0K | $65.0K |
| Nisa Investment Advisors | ADD | +36% | $269.0K | $70.0K |
| Assetmark | ADD | +47.4% | $2.0K | $735.00 |
| Hb Wealth Management | ADD | +31.8% | $484.0K | $115.0K |
Key Facts
- 5 institutional buyers added $2.3M in aggregate AWR positions during Q3 2026
- No institutional sellers were identified in the cluster
- Largest buyer Proshare Advisors added $2.1M, increasing its stake by 26.4%
- Insider buying score of 9/100 indicates no open-market insider purchases to corroborate the institutional signal
- AWR has a market cap of $3.4B and is covered by 11 analysts with a consensus Hold rating
Financial Impact
5 institutions added $2.3M in net new AWR holdings, bringing total disclosed positions to $11.1M
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- No insider buying to confirm the institutional thesis
- All buyers are asset managers, not activist or event-driven funds, limiting signal intensity
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-AWR-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 29, 2026 3d ago | Institutional Cluster | $85.35 | awaiting T+20 | awaiting T+20 | No price |
Oct 6, 2026 26d ago | SC 13G/A | $81.46 | awaiting T+20 | awaiting T+20 | No price |
Aug 16, 2026 11w ago | Institutional Cluster | $87.87 $86.45 | ▼ −1.62% | ▲ +0.36% | No price |
May 21, 2026 23w ago | 8-K | $76.29 $77.84 | ▲ +2.03% | ▲ +1.69% | No price |
May 19, 2026 23w ago | Insider Cluster | $75.96 $77.11 | ▲ +1.51% | ▲ +0.77% | No price |
May 19, 2026 23w ago | Insider Cluster | $75.96 $77.11 | ▲ +1.51% | ▲ +0.77% | No price |
May 6, 2026 25w ago | 8-K | $76.84 $76.27 | ▼ −0.74% | ▼ −3.88% | No price |
Apr 13, 2026 28w ago | DEFA14A | $75.44 $77.15 | ▲ +2.27% | ▼ −5.46% | No price |
Apr 3, 2026 30w ago | DEFA14A | $76.79 $76.07 | ▼ −0.94% | ▼ −9.92% | No price |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers