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American Water Works

1,037 hedge funds and large institutions have $20.7B invested in American Water Works in 2024 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 374 increasing their positions, 401 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $67.4M | Put options by funds: $55.4M

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 401

8% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 101

1.72% less ownership

Funds ownership: 88.6%86.88% (-1.7%)

2% less funds holding

Funds holding: 1,0571,037 (-20)

9% less capital invested

Capital invested by funds: $22.8B → $20.7B (-$2.11B)

Holders
1,037
Holders Change
-20
Holders Change %
-1.89%
% of All Funds
14.94%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
93
Increased
374
Reduced
401
Closed
101
Calls
$67.4M
Puts
$55.4M
Net Calls
+$12M
Net Calls Change
-$26.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
501
Continuum Advisory
Idaho
$873K +$10.2K +83 +1%
NB
502
Norinchukin Bank
Japan
$869K -$12.8K -104 -1%
SRA
503
Secured Retirement Advisors
Minnesota
$869K +$215K +1,749 +33%
Lido Advisors
504
Lido Advisors
California
$862K +$16.1K +131 +2%
MCM
505
MAI Capital Management
Ohio
$850K +$475K +3,864 +125%
CAPTRUST Financial Advisors
506
CAPTRUST Financial Advisors
North Carolina
$848K -$1.78M -14,504 -68%
BMM
507
Buffington Mohr McNeal
Idaho
$843K -$320K -2,600 -27%
TA
508
TFG Advisers
Michigan
$830K -$16.2K -132 -2%
EF
509
Empirical Finance
Pennsylvania
$825K +$29.2K +237 +4%
BCWM
510
Bartlett & Co Wealth Management
Ohio
$820K +$492 +4 +0.1%
Bessemer Group
511
Bessemer Group
New Jersey
$819K +$19.9K +162 +2%
CC
512
Cipher Capital
New York
$816K +$453K +3,678 +122%
LIG
513
Lokken Investment Group
Delaware
$816K +$62.5K +508 +8%
SI
514
Stephens Inc
Arkansas
$798K -$100K -815 -11%
FBT
515
First Bankers Trust
Kentucky
$796K
AF
516
Arrow Financial
New York
$791K +$20.4K +166 +3%
IWM
517
IHT Wealth Management
Illinois
$789K -$56K -455 -7%
KRSITF
518
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$785K -$63K -512 -7%
STAS
519
Strong Tower Advisory Services
Minnesota
$784K +$142K +1,158 +22%
OC
520
Oppenheimer & Co
New York
$774K -$437K -3,548 -36%
DL
521
DOHJ LLC
Washington
$772K +$18.3K +149 +2%
MC
522
Moors & Cabot
Massachusetts
$766K -$8K -65 -1%
SAG
523
SageView Advisory Group
California
$762K -$206K -1,677 -21%
NMIMC
524
Northwestern Mutual Investment Management Company
Wisconsin
$755K +$1.72K +14 +0.2%
QCM
525
QRG Capital Management
Illinois
$749K +$22.5K +183 +3%

AWK Hedge Fund Activity: Q1 2024 in Review

1,037 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in American Water Works (AWK) for Q1 2024, worth a combined $20.7B — down 9.2% from $22.8B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of AWK and 93 opened new positions — a net loss of 8 holders — while 401 trimmed existing stakes and 374 added.

The largest buyer was Impax Asset Management Group, adding an estimated $131M. The largest seller was Royal Bank of Canada, cutting an estimated $378M.

  • 1,037 institutional investors held American Water Works (AWK) as of Q1 2024, down from 1,057 in Q4 2023.
  • Funds reported $20.7B of American Water Works stock for Q1 2024, down 9.2% quarter-over-quarter.
  • 93 funds opened new American Water Works positions in Q1 2024 and 101 closed out, a net change of -8 holders.
  • The largest American Water Works buyer in Q1 2024 was Impax Asset Management Group, an estimated $131M added.
  • The largest American Water Works seller in Q1 2024 was Royal Bank of Canada, an estimated $378M sold.

Based on aggregated 13F filings for Q1 2024.