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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
Bank Julius Baer & Co
626
Bank Julius Baer & Co
Switzerland
$476K -$216K -1,757 -31%
LAS
627
LWM Advisory Services
Florida
$468K +$19.7K +160 +4%
FLI
628
Family Legacy Inc
South Carolina
$466K -$3.69K -30 -0.8%
HIM
629
Harbour Investment Management
Washington
$466K
NSIM
630
North Star Investment Management
Illinois
$465K
I
631
InceptionR
California
$464K +$143K +1,159 +44%
DWP
632
Daymark Wealth Partners
Ohio
$463K
BW
633
Bison Wealth
Georgia
$459K -$28.4K -231 -6%
S
634
SignatureFD
Georgia
$457K -$159K -1,295 -26%
DWT
635
Dorsey & Whitney Trust
South Dakota
$456K +$25.3K +206 +6%
GWM
636
Gitterman Wealth Management
New Jersey
$455K +$136K +1,106 +42%
ICM
637
IMS Capital Management
Oregon
$455K -$123 -1 -0%
EWM
638
Elmwood Wealth Management
California
$451K +$110K +894 +32%
CDH
639
Charles D. Hyman
$450K
VCM
640
Virtue Capital Management
Tennessee
$447K -$38.8K -315 -8%
OIA
641
OneDigital Investment Advisors
Kansas
$445K +$37.4K +304 +9%
II
642
Inspire Investing
Idaho
$444K +$447K +3,635 New
AIM
643
Anchor Investment Management
South Carolina
$444K +$246 +2 +0.1%
RPCONE
644
Retirement Planning Company of New England
Rhode Island
$440K -$26.7K -217 -6%
MRCM
645
M&R Capital Management
New Jersey
$437K
BHWM
646
Bar Harbor Wealth Management
New Hampshire
$434K -$109K -890 -20%
PA
647
Pinnacle Associates
New York
$433K -$34.7K -282 -7%
SHFA
648
SC&H Financial Advisors
Maryland
$433K -$37.6K -306 -8%
WA
649
Wealth Architects
California
$432K
BMC
650
Beaton Management Company
Massachusetts
$431K -$12.3K -100 -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.