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American Water Works
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Overview Fund Activity

1,017 hedge funds and large institutions have $24.5B invested in American Water Works in 2023 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 388 increasing their positions, 332 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
+2
Holders Change %
+0.2%
% of All Funds
16.28%
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
388
Reduced
332
Closed
73
Calls
$49.6M
Puts
$38.9M
Net Calls
+$10.7M
Net Calls Change
+$3.8M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$324M
2
ZP
Zimmer Partners
New York
+$308M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$205M
4
American Century Companies
American Century Companies
Missouri
+$146M
5
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$123M

Top Sellers

1
Invesco
Invesco
Georgia
-$148M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$109M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$75.8M
4
DZ Bank
DZ Bank
Germany
-$61.4M
5
CIA
ClearBridge Investments (Australia)
Australia
-$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
701
Coldstream Capital Management
Washington
$334K -$9.08K -62 -3%
UCFA
702
United Capital Financial Advisors
Texas
$331K -$87.7K -599 -21%
DFG
703
Delta Financial Group
New Jersey
$330K – – –
CFG
704
Carr Financial Group
Massachusetts
$328K -$4.83K -33 -1%
HI
705
Horizon Investments
North Carolina
$327K -$113K -773 -26%
FFN
706
Focus Financial Network
Minnesota
$327K +$10.8K +74 +3%
DAS
707
Dynamic Advisor Solutions
Arizona
$325K -$312K -2,132 -49%
MAM
708
Meeder Asset Management
Ohio
$325K -$232K -1,583 -42%
MFG
709
Merit Financial Group
Georgia
$325K +$732 +5 +0.2%
BCM
710
Bourgeon Capital Management
Connecticut
$324K – – –
IIA
711
ICW Investment Advisors
Arizona
$323K +$32.7K +223 +11%
SFPG
712
Stonebridge Financial Planning Group
Florida
$322K – – –
STA
713
Summit Trail Advisors
New York
$321K +$43.8K +299 +16%
EFG
714
Ethos Financial Group
Pennsylvania
$320K +$28.6K +195 +10%
TF
715
TIAA FSB
Florida
$319K -$41.9K -286 -12%
CCA
716
Checchi Capital Advisers
California
$316K -$20.1K -137 -6%
WWP
717
WR Wealth Planners
Missouri
$316K +$10.1K +69 +3%
SSWM
718
Strait & Sound Wealth Management
California
$315K +$8.35K +57 +3%
RG
719
Rathbones Group
United Kingdom
$315K – – –
JWCA
720
J.W. Cole Advisors
Florida
$315K -$25K -171 -7%
IEFM
721
IQ EQ Fund Management
Ireland
$313K +$58.6K +400 +23%
SW
722
StrongBox Wealth
Missouri
$312K +$30.9K +211 +11%
GDP
723
Great Diamond Partners
Maine
$312K -$293 -2 -0.1%
CIC
724
Carnegie Investment Counsel
Ohio
$312K +$22K +150 +8%
SP
725
Symmetry Partners
Connecticut
$310K – – –
27 28
29
30 31