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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
BCM
751
Brookstone Capital Management
Illinois
$286K +$31.2K +211 +12%
EWM
752
Endurance Wealth Management
Rhode Island
$286K
SPC
753
Stewart & Patten Company
California
$286K
FCA
754
FinTrust Capital Advisors
South Carolina
$284K
GI
755
GAMCO Investors
Connecticut
$283K
TPWA
756
TRUE Private Wealth Advisors
Oregon
$281K
QCG
757
Quadrant Capital Group
Ohio
$280K -$156K -1,055 -36%
CF
758
Centaurus Financial
California
$280K +$13.2K +89 +5%
RFC
759
Regions Financial Corp
Alabama
$278K +$6.96K +47 +3%
SF
760
Symphony Financial
Texas
$274K
CCM
761
Cullen Capital Management
New York
$273K +$276K +1,867 New
HKAM
762
Horizon Kinetics Asset Management
New York
$273K +$12.7K +86 +5%
WPW
763
Waldron Private Wealth
Pennsylvania
$271K +$6.52K +44 +2%
FT
764
Fiduciary Trust
Massachusetts
$269K
FCP
765
Fidelis Capital Partners
Florida
$269K +$268K +1,810 New
HWM
766
HB Wealth Management
Georgia
$267K +$29K +196 +12%
PP
767
Paloma Partners
Connecticut
$266K +$119K +802 +79%
SFA
768
Sequoia Financial Advisors
Ohio
$266K +$6.37K +43 +2%
AFWM
769
AMJ Financial Wealth Management
Virginia
$266K -$1.93K -13 -0.7%
KA
770
Kovack Advisors
Florida
$263K -$740 -5 -0.3%
JWM
771
Jeppson Wealth Management
California
$261K -$7.41K -50 -3%
GWM
772
Gitterman Wealth Management
New Jersey
$259K +$64.3K +434 +33%
SAM
773
Strategy Asset Managers
California
$259K -$15.4K -104 -6%
CB
774
Cadence Bank
Mississippi
$259K +$262K +1,766 New
GRP
775
Global Retirement Partners
California
$259K +$132K +888 +101%

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.