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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
RPC
676
Rossmore Private Capital
Connecticut
$375K
TCM
677
Tributary Capital Management
Nebraska
$374K -$11.1K -75 -3%
BTW
678
Boston Trust Walden
Massachusetts
$374K
MMA
679
Miracle Mile Advisors
California
$374K
MIM
680
Moseley Investment Management
Florida
$372K -$29.6K -200 -7%
SA
681
Syntax Advisors
New York
$372K +$51.2K +346 +16%
VCG
682
Vantage Consulting Group
Virginia
$372K +$51.2K +346 +16%
PF
683
Phoenix Financial
Israel
$370K +$22.7K +153 +6%
MM
684
MQS Management
New York
$369K +$38.4K +259 +11%
GEA
685
Glen Eagle Advisors
New Jersey
$368K
TSS
686
Two Sigma Securities
New York
$368K +$372K +2,514 New
KWM
687
Keebeck Wealth Management
Illinois
$367K
FNBT
688
FineMark National Bank & Trust
Florida
$363K +$13.3K +90 +4%
CWA
689
Canvas Wealth Advisors
Kansas
$363K -$12.6K -85 -3%
D
690
Diversified
Delaware
$361K +$592 +4 +0.2%
FWM
691
Focused Wealth Management
New York
$357K -$9.48K -64 -3%
CAM
692
Cresset Asset Management
Illinois
$356K -$380K -2,567 -51%
HCA
693
Heck Capital Advisors
Wisconsin
$356K +$12.7K +86 +4%
WA
694
Wealthstar Advisors
Texas
$354K
CAG
695
Crestwood Advisors Group
Massachusetts
$354K
FFA
696
First Foundation Advisors
California
$353K -$33.3K -225 -9%
TCOV
697
Trust Company of Vermont
Vermont
$347K -$20K -135 -5%
AIP
698
Ameritas Investment Partners
Nebraska
$346K +$18.5K +125 +6%
HAIM
699
Hunter Associates Investment Management
Pennsylvania
$344K -$97.7K -660 -22%
FMAEN1
700
Fund Management at Engine No 1
California
$343K +$50.1K +338 +17%

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.