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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
CI
501
Cooper Investors
Australia
$862K +$104K +700 +13%
SFS
502
Sowell Financial Services
Arkansas
$857K +$867K +5,854 New
APWM
503
Atlas Private Wealth Management
New York
$853K +$17.6K +119 +2%
LFAS
504
Level Four Advisory Services
Texas
$844K +$853K +5,761 New
KC
505
Knuff & Co
California
$839K -$182K -1,226 -18%
PFSC
506
Peoples Financial Services Corp
Pennsylvania
$839K -$118K -800 -12%
TAF
507
Tredje AP-fonden
Sweden
$835K
Northwestern Mutual Wealth Management
508
Northwestern Mutual Wealth Management
Wisconsin
$832K +$151K +1,021 +22%
BHWM
509
Bar Harbor Wealth Management
New Hampshire
$827K -$69.6K -470 -8%
ACM
510
Acrisure Capital Management
Texas
$827K +$446K +3,011 +114%
MNBTD
511
Moody National Bank Trust Division
Texas
$826K -$1.33K -9 -0.2%
JIR
512
James Investment Research
Ohio
$826K -$32.4K -219 -4%
ACS
513
Archford Capital Strategies
Illinois
$826K -$1.19K -8 -0.1%
USCWA
514
U.S. Capital Wealth Advisors
Texas
$822K +$14.4K +97 +2%
CA
515
Continuum Advisory
Idaho
$813K -$38.4K -259 -4%
Los Angeles Capital Management
516
Los Angeles Capital Management
California
$812K -$6.89M -46,536 -89%
FHA
517
Flagship Harbor Advisors
Massachusetts
$801K -$32.4K -219 -4%
FC
518
Fulcrum Capital
Washington
$801K -$74.8K -505 -8%
MPI
519
Mairs & Power Inc
Minnesota
$797K +$61.3K +414 +8%
BSW
520
Buckingham Strategic Wealth
Missouri
$793K
PI
521
Pettee Investors
Connecticut
$792K
V
522
Veritable
Delaware
$774K -$11.3K -76 -1%
PS
523
Presima Securities
Quebec, Canada
$772K
QCM
524
Quantinno Capital Management
New York
$770K +$551K +3,718 +242%
MCP
525
Mirador Capital Partners
California
$768K -$12.4K -84 -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.