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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 %
LC
776
Lindbrook Capital
California
$255K +$46.1K +315 +22%
BTWM
777
Baker Tilly Wealth Management
Wisconsin
$253K +$8.5K +58 +3%
SVWAG
778
Sound View Wealth Advisors Group
Georgia
$253K -$10.4K -71 -4%
CT
779
Clearstead Trust
Maine
$252K – – –
EIP
780
Ellis Investment Partners
Pennsylvania
$252K +$879 +6 +0.4%
GLR
781
Great Lakes Retirement
Ohio
$251K +$251K +1,714 New
TCM
782
Telos Capital Management
California
$249K – – –
CAM
783
Centre Asset Management
New York
$249K -$6.3K -43 -2%
BFIM
784
Beese Fulmer Investment Management
Ohio
$248K -$6.59K -45 -3%
MCWS
785
McKinley Carter Wealth Services
West Virginia
$246K +$7.32K +50 +3%
BWM
786
Birchcreek Wealth Management
Ohio
$242K +$4.83K +33 +2%
AF
787
Allworth Financial
California
$241K +$4.69K +32 +2%
CCA
788
Cora Capital Advisors
New Jersey
$237K – – –
BB
789
Busey Bank
Illinois
$236K +$236K +1,613 New
WB
790
Webster Bank
Connecticut
$236K +$1.32K +9 +0.6%
FA
791
FDx Advisors
Illinois
$232K – – –
BAWC
792
Boyce & Associates Wealth Consulting
Texas
$232K – – –
CA
793
Calton & Associates
Florida
$229K -$36K -246 -14%
CQS
794
Credential Qtrade Securities
$228K +$16.8K +115 +8%
ST
795
Smithfield Trust
Pennsylvania
$227K -$21.3K -145 -9%
SFI
796
Siemens Fonds Invest
Germany
$227K +$3.96K +27 +2%
CFA
797
CWS Financial Advisors
Michigan
$226K -$10.4K -71 -4%
CWM
798
Concentric Wealth Management
California
$226K – – –
TSW
799
Thompson Siegel & Walmsley
Virginia
$225K – – –
TIM
800
Tevis Investment Management
Texas
$223K – – –
30 31
32
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