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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
PAG
551
Private Advisory Group
Washington
$679K +$427K +2,880 +164%
WEPOG
552
Wealth Enhancement & Preservation of GA
Georgia
$671K +$63.1K +426 +10%
KPWS
553
Kestra Private Wealth Services
Texas
$671K +$294K +1,982 +76%
IAA
554
Independent Advisor Alliance
North Carolina
$670K +$677K +4,571 New
IA
555
IFP Advisors
Florida
$668K +$122K +823 +11%
STAS
556
Strong Tower Advisory Services
Minnesota
$665K +$28K +189 +4%
OLVIG
557
Oliver Lagore Vanvalin Investment Group
Michigan
$664K -$27.4K -185 -4%
FAFN
558
First Affirmative Financial Network
Colorado
$662K +$8.44K +57 +1%
SAG
559
SageView Advisory Group
California
$661K +$668K +4,510 New
BAM
560
Belpointe Asset Management
Nevada
$660K +$19.8K +134 +3%
GVAG
561
Great Valley Advisor Group
Delaware
$656K -$10.5K -71 -2%
TC
562
Telemus Capital
Michigan
$652K -$23.5K -159 -3%
TRCT
563
Tower Research Capital (TRC)
New York
$652K +$133K +900 +25%
SS
564
Sunbelt Securities
Texas
$652K
BW
565
Bison Wealth
Georgia
$651K +$5.33K +36 +0.8%
DP
566
Dearborn Partners
Illinois
$650K -$28.7K -194 -4%
SB
567
Strategic Blueprint
Georgia
$645K -$592 -4 -0.1%
EMG
568
ETF Managers Group
New Jersey
$645K +$9.63K +65 +1%
SC
569
SouthState Corp
Florida
$639K -$12.3K -83 -2%
QC
570
Quadrature Capital
United Kingdom
$632K +$639K +4,318 New
AIMCA
571
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$630K -$2.85M -19,262 -82%
EWM
572
Evercore Wealth Management
New York
$630K -$40.7K -275 -6%
Simplex Trading
573
Simplex Trading
Illinois
$628K -$1.88M -12,728 -75%
SG
574
StoneX Group
New York
$628K +$39.2K +265 +7%
BWP
575
Baldwin Wealth Partners
Massachusetts
$627K

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.