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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
VCG
701
Vantage Consulting Group
Virginia
$327K +$36.9K +300 +13%
HAG
702
HighPoint Advisor Group
Illinois
$325K -$39K -317 -12%
IAN
703
Integrated Advisors Network
Texas
$322K -$21.4K -174 -6%
NRS
704
Neville Rodie & Shaw
New York
$318K
BC
705
Barrett & Company
Rhode Island
$316K -$11.6K -94 -4%
ACP
706
Aveo Capital Partners
Colorado
$316K -$16.9K -137 -5%
GEA
707
Glen Eagle Advisors
New Jersey
$315K -$96.8K -787 -23%
RMC
708
Resources Management Corp
Connecticut
$314K +$8.61K +70 +3%
PSB
709
Piscataqua Savings Bank
New Hampshire
$311K -$4.55K -37 -1%
HWM
710
HB Wealth Management
Georgia
$311K +$103K +838 +49%
CFG
711
Carr Financial Group
Massachusetts
$310K
WT
712
Washington Trust
Rhode Island
$309K
KWM
713
Keebeck Wealth Management
Illinois
$306K
GDP
714
Great Diamond Partners
Maine
$305K +$738 +6 +0.2%
PP
715
Paloma Partners
Connecticut
$298K +$118K +962 +65%
DAS
716
Dynamic Advisor Solutions
Arizona
$298K +$2.09K +17 +0.7%
FWM
717
Focused Wealth Management
New York
$296K -$6.4K -52 -2%
DWA
718
Douglass Winthrop Advisors
New York
$296K
CT
719
Cambridge Trust
Massachusetts
$295K +$5.29K +43 +2%
MA
720
MJP Associates
Connecticut
$295K +$297K +2,414 New
IFG
721
Independent Financial Group
California
$295K -$11.3K -92 -4%
ILI
722
Invesco LLC (Illinois)
Illinois
$295K -$5.29K -43 -2%
CIA
723
Concurrent Investment Advisors
Florida
$292K -$50K -406 -15%
FFM
724
Fullerton Fund Management
Singapore
$291K +$293K +2,384 New
SFA
725
Sequoia Financial Advisors
Ohio
$291K -$147K -1,195 -33%

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.