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
Ameriprise
26
Ameriprise
Minnesota
$167M +$16.1M +108,669 +11%
American Century Companies
27
American Century Companies
Missouri
$149M +$147M +995,321 +5,072%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$148M -$1.84M -12,454 -1%
QP
29
Quilter Plc
United Kingdom
$147M +$269K +1,815 +1%
Charles Schwab
30
Charles Schwab
California
$146M +$8.93M +60,282 +6%
Stifel Financial
31
Stifel Financial
Missouri
$135M -$5.38M -36,359 -4%
UBS Group
32
UBS Group
Switzerland
$128M +$22M +148,807 +20%
MU
33
Mirova US
Massachusetts
$124M +$1.37M +9,280 +1%
CS
34
Credit Suisse
Switzerland
$120M +$3.79M +25,583 +3%
Allianz Asset Management
35
Allianz Asset Management
Germany
$116M +$1.85M +12,488 +2%
Swiss National Bank
36
Swiss National Bank
Switzerland
$112M +$4.15M +28,000 +4%
DPIM
37
Duff & Phelps Investment Management
Illinois
$110M +$1.48M +10,000 +1%
Fidelity International
38
Fidelity International
Bermuda
$109M -$1.48M -10,014 -1%
MGIM
39
M&G Investment Management
United Kingdom
$106M +$11.1M +75,111 +12%
Citadel Advisors
40
Citadel Advisors
Florida
$101M +$84.4M +569,981 +469%
JP Morgan Chase
41
JP Morgan Chase
New York
$97.9M +$36.2M +244,260 +58%
MAM
42
Magellan Asset Management
Australia
$97.6M -$1.68M -11,366 -2%
BNP Paribas Asset Management
43
BNP Paribas Asset Management
France
$96.8M -$4.01M -27,111 -4%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$93.1M +$842K +5,686 +0.9%
Canada Life
45
Canada Life
Manitoba, Canada
$89.3M +$4.91M +33,187 +6%
SAM
46
Storebrand Asset Management
Norway
$86.6M +$1.24M +8,345 +1%
KBC Group
47
KBC Group
Belgium
$83.5M -$2.75M -18,568 -3%
N
48
Nuveen
North Carolina
$83.4M +$14.9M +100,762 +21%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$78.6M -$1.45M -9,792 -2%
Vontobel Holding
50
Vontobel Holding
Switzerland
$78.3M +$2.26M +15,271 +3%

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.