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
KRSITF
476
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.01M +$52K +351 +5%
CIA
477
Choate Investment Advisors
Massachusetts
$984K -$11.1K -75 -1%
PI
478
PFG Investments
New York
$981K +$992K +6,700 New
IWM
479
IHT Wealth Management
Illinois
$965K +$17.6K +119 +2%
PG
480
Patten Group
Tennessee
$960K +$44.9K +303 +5%
FBT
481
First Bankers Trust
Kentucky
$955K +$5.92K +40 +0.6%
SLI
482
Sumitomo Life Insurance
Japan
$950K -$9.92K -67 -1%
SXL
483
Summit X LLC
Missouri
$949K +$18.7K +126 +2%
MPPW
484
Mitchell & Pahl Private Wealth
Oklahoma
$943K +$61.3K +414 +7%
BOS
485
Bank of Stockton
California
$940K -$143K -963 -13%
PFS
486
Prospera Financial Services
Texas
$925K +$14.7K +99 +2%
MCCP
487
Mission Creek Capital Partners
California
$918K +$176K +1,191 +23%
CG
488
Caprock Group
Idaho
$917K -$259K -1,751 -22%
ABLA
489
Alan B. Lancz & Associates
Ohio
$916K
TA
490
Townsend & Associates
Colorado
$914K +$508K +3,431 +126%
DL
491
DOHJ LLC
Washington
$913K -$21K -142 -2%
MAS
492
Meeder Advisory Services
Ohio
$909K -$268K -1,813 -23%
AF
493
Arrow Financial
New York
$901K +$29.2K +197 +3%
CWM
494
Catalyst Wealth Management
Georgia
$889K +$159K +1,075 +22%
NMIMC
495
Northwestern Mutual Investment Management Company
Wisconsin
$889K +$54.2K +366 +6%
BCWM
496
Bartlett & Co Wealth Management
Ohio
$888K
BC
497
Bartlett & Co
Ohio
$888K
VIM
498
Vinva Investment Management
Australia
$883K +$897K +6,054 New
BC
499
Blackhill Capital
New Jersey
$879K
S
500
SignatureFD
Georgia
$862K +$20.9K +141 +2%

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.