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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
GT
576
Glenview Trust
Kentucky
$619K +$109K +734 +21%
MA
577
Mutual Advisors
Nebraska
$616K -$84.7K -572 -12%
CCM
578
Carlson Capital Management
Minnesota
$614K
AF
579
Advisornet Financial
Minnesota
$609K +$2.37K +16 +0.4%
V
580
VeraBank
Texas
$608K -$71.5K -483 -10%
Bank Julius Baer & Co
581
Bank Julius Baer & Co
Switzerland
$607K -$740 -5 -0.1%
EWM
582
Elmwood Wealth Management
California
$603K -$43.7K -295 -7%
FNA
583
First National Advisers
Nebraska
$598K +$24.6K +166 +4%
HIM
584
Harbour Investment Management
Washington
$595K
VIA
585
Vident Investment Advisory
Georgia
$594K +$61.2K +413 +11%
SHFA
586
SC&H Financial Advisors
Maryland
$593K +$23.1K +156 +4%
TCA
587
Transcend Capital Advisors
New Jersey
$591K -$57.9K -391 -9%
CW
588
CIC Wealth
Maryland
$586K
CA
589
Cetera Advisors
Colorado
$583K +$21.3K +144 +4%
TIMH
590
Tilt Investment Management Holdings
New York
$577K +$18.1K +122 +3%
RPCONE
591
Retirement Planning Company of New England
Rhode Island
$574K -$6.81K -46 -1%
ACM
592
Advisors Capital Management
New Jersey
$573K +$13.9K +94 +2%
AWS
593
Atria Wealth Solutions
New York
$564K -$126K -854 -18%
HA
594
Harfst & Associates
Wyoming
$564K
PIA
595
Pinion Investment Advisors
Kansas
$561K -$77.7K -525 -12%
BFO
596
Boston Family Office
Massachusetts
$560K +$18.1K +122 +3%
NSIM
597
North Star Investment Management
Illinois
$559K +$444K +3,000 +367%
FLI
598
Family Legacy Inc
South Carolina
$555K
PA
599
Pinnacle Associates
New York
$554K -$30.4K -205 -5%
ICM
600
IMS Capital Management
Oregon
$553K -$3.7K -25 -0.7%

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.