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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
SW
726
StrongBox Wealth
Missouri
$312K +$31.2K +211 +11%
GDP
727
Great Diamond Partners
Maine
$312K -$296 -2 -0.1%
CIC
728
Carnegie Investment Counsel
Ohio
$312K +$22.2K +150 +8%
SP
729
Symmetry Partners
Connecticut
$310K
AWM
730
Aries Wealth Management
Maine
$308K +$7.41K +50 +2%
DWA
731
Douglass Winthrop Advisors
New York
$308K
CB
732
Community Bank
New York
$308K
SEEDPG
733
S.E.E.D. Planning Group
New York
$307K -$2.96K -20 -0.9%
DAM
734
Delta Asset Management
Tennessee
$307K
MGIA
735
Moneta Group Investment Advisors
Missouri
$307K +$42.9K +290 +16%
EPWM
736
Essex Private Wealth Management
Massachusetts
$305K
BF
737
Blankinship & Foster
California
$302K
JAG
738
Journey Advisory Group
Kentucky
$300K
WT
739
Washington Trust
Rhode Island
$300K
MYAM
740
Meiji Yasuda Asset Management
Japan
$298K -$139K -940 -32%
VBCG
741
Valley Brook Capital Group
Pennsylvania
$297K
HBW
742
Hazlett, Burt & Watson
West Virginia
$296K +$444 +3 +0.1%
EFG
743
Everhart Financial Group
Ohio
$295K -$56K -378 -16%
LNC
744
Lincoln National Corp
Pennsylvania
$294K +$4.44K +30 +2%
CSPIA
745
Cary Street Partners Investment Advisory
Virginia
$293K -$29.6K -200 -9%
WSC
746
Wellington Shields & Co
New York
$293K
SCA
747
St. Clair Advisors
Ohio
$293K +$296K +2,000 New
GIA
748
Gateway Investment Advisers
Ohio
$292K -$19.7K -133 -6%
WANY
749
Wealthspire Advisors (New York)
New York
$288K -$35.8K -242 -11%
CFG
750
Citizens Financial Group
Rhode Island
$287K -$179K -1,208 -38%

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.