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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
CM
626
CoreCommodity Management
Connecticut
$501K -$16K -108 -3%
CA
627
Clearstead Advisors
Ohio
$501K +$35.7K +241 +8%
RZH
628
Relyea Zuckerberg Hanson
Connecticut
$498K -$47.7K -322 -9%
LIG
629
Lokken Investment Group
Delaware
$498K +$80.1K +541 +19%
IAIM
630
International Assets Investment Management
Florida
$498K -$38.9K -263 -7%
AP
631
Arlington Partners
Alabama
$498K +$284K +1,916 +129%
Lazard Asset Management
632
Lazard Asset Management
New York
$492K +$126K +850 +34%
GAM
633
Gotham Asset Management
New York
$486K +$129K +870 +36%
SJIM
634
St. Johns Investment Management
Florida
$484K +$11.8K +80 +2%
PCWA
635
Pacific Capital Wealth Advisors
California
$481K
FC
636
FORA Capital
Florida
$480K +$485K +3,277 New
HSA
637
HBK Sorce Advisory
Pennsylvania
$478K -$486K -3,280 -50%
AAS
638
Ameritas Advisory Services
Nebraska
$477K -$114K -767 -20%
DWT
639
Dorsey & Whitney Trust
South Dakota
$477K +$58.5K +395 +14%
BC
640
Barrett & Company
Rhode Island
$476K -$6.52K -44 -1%
PA
641
Parallel Advisors
California
$472K -$10.7K -72 -2%
VVP
642
Venture Visionary Partners
Ohio
$465K +$42.2K +285 +10%
GLA
643
Great Lakes Advisors
Illinois
$465K +$225K +1,520 +92%
EFS
644
Essex Financial Services
Connecticut
$461K -$51.4K -347 -10%
NB
645
Nicolet Bankshares
Wisconsin
$458K
EOJOAM
646
E. Ohman J:or Asset Management
Sweden
$454K
MFA
647
Mayflower Financial Advisors
Massachusetts
$449K -$7.41K -50 -2%
HTC
648
Haverford Trust Company
Pennsylvania
$447K +$26.2K +177 +6%
EWM
649
Empirical Wealth Management
Washington
$443K +$31.1K +210 +7%
SIC
650
Sterling Investment Counsel
New York
$440K

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.