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American Water Works
AWK

Overview Fund Activity

1,015 hedge funds and large institutions have $24B invested in American Water Works in 2022 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 359 increasing their positions, 348 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,015
Holders Change
+27
Holders Change %
+2.73%
% of All Funds
16.38%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.23%
New
120
Increased
359
Reduced
348
Closed
73
Calls
$48.5M
Puts
$41.6M
Net Calls
+$6.94M
Net Calls Change
+$36.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$382M
2
Amundi
Amundi
France
+$60.6M
3
Morgan Stanley
Morgan Stanley
New York
+$45.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$35.5M
5
Northern Trust
Northern Trust
Illinois
+$32.6M

Top Sellers

1
CWA
CM Wealth Advisors
Ohio
-$376M
2
Bessemer Group
Bessemer Group
New Jersey
-$128M
3
State Street
State Street
Massachusetts
-$37.6M
4
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$34.4M
5
DPIM
Duff & Phelps Investment Management
Illinois
-$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCW
801
TD Private Client Wealth
New York
$221K +$8.54K +56 +4%
Kovitz Investment Group Partners
802
Kovitz Investment Group Partners
Illinois
$221K +$221K +1,450 New
PTC
803
Philadelphia Trust Company
Pennsylvania
$220K +$220K +1,441 New
CQS
804
Credential Qtrade Securities
$219K +$10.2K +67 +5%
XWM
805
Xcel Wealth Management
Florida
$219K +$219K +1,434 New
LC
806
Lindbrook Capital
California
$217K +$25.3K +166 +13%
RCAG
807
Rehmann Capital Advisory Group
Michigan
$217K +$217K +1,422 New
FCA
808
Fortis Capital Advisors
Kansas
$216K +$216K +1,416 New
CCA
809
Cobblestone Capital Advisors
New York
$214K +$214K +1,407 New
SC
810
Searle & Co
Connecticut
$213K +$213K +1,400 New
SF
811
Summit Financial
New Jersey
$213K -$29.3K -192 -12%
BSSFA
812
Baron Silver Stevens Financial Advisors
Florida
$211K +$211K +1,387 New
TWP
813
Tempus Wealth Planning
California
$210K -$51.1K -335 -20%
HNWAG
814
High Net Worth Advisory Group
Florida
$210K – – –
SF
815
Synovus Financial
Georgia
$208K +$208K +1,369 New
WB
816
WesBanco Bank
West Virginia
$208K +$208K +1,363 New
PFM
817
Patton Fund Management
Texas
$207K +$207K +1,355 New
LWAC
818
Laurel Wealth Advisors (California)
California
$207K +$207K +1,358 New
SCA
819
Stonebridge Capital Advisors
Minnesota
$206K – – –
GWM
820
Gitterman Wealth Management
New Jersey
$203K +$203K +1,334 New
GL
821
Graypoint LLC
New York
$200K +$200K +1,313 New
WWM
822
Western Wealth Management
Colorado
$200K -$375K -2,457 -65%
DAC
823
Dividend Assets Capital
South Carolina
$200K – – –
VCM
824
Versant Capital Management
Arizona
$199K – – –
HBT
825
Hills Bank & Trust
Iowa
$198K -$4.87K -32 -2%
31 32
33
34 35