We are live on ! Find out more
AWK icon

American Water Works

1,022 hedge funds and large institutions have $24.6B invested in American Water Works in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 390 increasing their positions, 333 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 73

28% more call options, than puts

Call options by funds: $49.6M | Put options by funds: $38.9M

17% more repeat investments, than reductions

Existing positions increased: 390 | Existing positions reduced: 333

2% more capital invested

Capital invested by funds: $24.1B → $24.6B (+$505M)

0% more funds holding

Funds holding: 1,0201,022 (+2)

0.01% less ownership

Funds ownership: 85.93%85.92% (-0.01%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
1,022
Holders Change
+2
Holders Change %
+0.2%
% of All Funds
16.29%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
94
Increased
390
Reduced
333
Closed
73
Calls
$49.6M
Puts
$38.9M
Net Calls
+$10.7M
Net Calls Change
+$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
SOADOR
276
State of Alaska Department of Revenue
Alaska
$3.89M +$166K +1,119 +4%
ClearBridge Investments
277
ClearBridge Investments
New York
$3.87M +$37K +250 +1%
TIS
278
Tortoise Index Solutions
Kansas
$3.85M -$318K -2,150 -8%
M
279
MOTCO
Texas
$3.85M +$69.9K +472 +2%
Cambridge Investment Research Advisors
280
Cambridge Investment Research Advisors
Iowa
$3.82M -$677K -4,570 -15%
CAN
281
Cetera Advisor Networks
California
$3.8M +$14.1K +95 +0.4%
SA
282
Shilanski & Associates
Alaska
$3.8M +$90K +608 +2%
FIM
283
Freedom Investment Management
Connecticut
$3.8M +$2.99M +20,209 +354%
AI
284
Atom Investors
Texas
$3.74M +$3.5M +23,662 +1,258%
TCA
285
Tortoise Capital Advisors
Kansas
$3.7M -$1.05M -7,098 -22%
FGA
286
Fortis Group Advisors
New Jersey
$3.69M +$3.69M +24,910 New
Daiwa Securities Group
287
Daiwa Securities Group
Japan
$3.58M +$394K +2,661 +12%
DADC
288
D.A. Davidson & Co
Montana
$3.56M -$19.7K -133 -0.5%
SCM
289
Shelton Capital Management
Colorado
$3.54M +$175K +1,183 +5%
X
290
Xponance
Pennsylvania
$3.53M +$318K +2,149 +10%
GIBU
291
Gulf International Bank (UK)
United Kingdom
$3.51M -$1.14M -7,700 -24%
KNW
292
Kesler Norman & Wride
Utah
$3.51M -$119K -805 -3%
VLKIM
293
Van Lanschot Kempen Investment Management
Netherlands
$3.5M -$780K -5,264 -18%
GT
294
Greenleaf Trust
Michigan
$3.44M +$276K +1,864 +9%
PNAA
295
Pictet North America Advisors
Switzerland
$3.42M -$76.9K -519 -2%
BCV
296
Banque Cantonale Vaudoise
Switzerland
$3.41M -$85.2K -575 -2%
ECM
297
Element Capital Management
New York
$3.41M +$3.45M +23,298 New
SG Americas Securities
298
SG Americas Securities
New York
$3.4M +$2.93M +19,810 +585%
Cetera Investment Advisers
299
Cetera Investment Advisers
Illinois
$3.39M -$135K -913 -4%
BPIM
300
Brant Point Investment Management
New York
$3.37M +$3.41M +23,000 New

AWK Hedge Fund Activity: Q1 2023 in Review

1,022 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in American Water Works (AWK) for Q1 2023, worth a combined $24.6B — up 2.1% from $24.1B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new AWK positions and 73 closed out — a net gain of 21 holders — while 390 added to existing stakes and 333 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $328M. The largest seller was Invesco, cutting an estimated $150M.

  • 1,022 institutional investors held American Water Works (AWK) as of Q1 2023, up from 1,020 in Q4 2022.
  • Funds reported $24.6B of American Water Works stock for Q1 2023, up 2.1% quarter-over-quarter.
  • 94 funds opened new American Water Works positions in Q1 2023 and 73 closed out, a net change of +21 holders.
  • The largest American Water Works buyer in Q1 2023 was Royal Bank of Canada, an estimated $328M added.
  • The largest American Water Works seller in Q1 2023 was Invesco, an estimated $150M sold.

Based on aggregated 13F filings for Q1 2023.