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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
AIM
601
Anchor Investment Management
South Carolina
$553K -$29.6K -200 -5%
LAS
602
LWM Advisory Services
Florida
$553K
DT
603
Diversified Trust
Tennessee
$553K +$266K +1,799 +91%
Lido Advisors
604
Lido Advisors
California
$551K +$261K +1,765 +88%
CA
605
Claro Advisors
Massachusetts
$549K +$45K +304 +9%
CIMLRA
606
CBRE Investment Management Listed Real Assets
Pennsylvania
$548K
BMC
607
Beaton Management Company
Massachusetts
$546K -$7.41K -50 -1%
Massachusetts Financial Services
608
Massachusetts Financial Services
Massachusetts
$541K
CDH
609
Charles D. Hyman
$539K
DWP
610
Daymark Wealth Partners
Ohio
$534K +$740 +5 +0.1%
TMAM
611
Tokio Marine Asset Management
Japan
$533K +$116K +784 +27%
BFG
612
Bleakley Financial Group
New Jersey
$530K -$6.22K -42 -1%
SS
613
Simplicity Solutions
Minnesota
$530K +$536K +3,618 New
IAN
614
Integrated Advisors Network
Texas
$528K +$9.63K +65 +2%
NERM
615
New England Research & Management
Illinois
$527K -$51.8K -350 -9%
MRCM
616
M&R Capital Management
New Jersey
$527K
RSWM
617
Robertson Stephens Wealth Management
California
$518K +$296 +2 +0.1%
WA
618
Wealth Architects
California
$518K +$4.74K +32 +0.9%
AHB
619
Abner Herrman & Brock
New Jersey
$513K
AA
620
Ancora Advisors
Ohio
$513K -$61.6K -416 -11%
KWM
621
Kingsview Wealth Management
Oregon
$511K -$6.96K -47 -1%
KIA
622
KCM Investment Advisors
California
$509K -$44K -297 -8%
HWP
623
Highline Wealth Partners
California
$505K
SAM
624
Sycomore Asset Management
France
$503K +$61.9K +418 +13%
MCM
625
MAI Capital Management
Ohio
$503K +$148 +1 +0%

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.