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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 %
PCA
801
Peddock Capital Advisors
Massachusetts
$222K – – –
CL
802
Choreo LLC
Illinois
$221K +$221K +1,507 New
MA
803
Montag & Associates
Georgia
$220K – – –
RA
804
RFG Advisory
Alabama
$220K -$2.49K -17 -1%
ACA
805
Aptus Capital Advisors
Alabama
$218K +$5.28K +36 +2%
TP
806
Tranquility Partners
Tennessee
$217K – – –
SWM
807
Stockman Wealth Management
Montana
$217K – – –
GP
808
Girard Partners
Pennsylvania
$216K – – –
EH
809
Equitable Holdings
New York
$215K +$215K +1,469 New
COCM
810
Charter Oak Capital Management
New Hampshire
$213K -$2.64K -18 -1%
SWM
811
Segment Wealth Management
Texas
$212K -$13.2K -90 -6%
Kovitz Investment Group Partners
812
Kovitz Investment Group Partners
Illinois
$212K – – –
PTC
813
Philadelphia Trust Company
Pennsylvania
$211K – – –
XWM
814
Xcel Wealth Management
Florida
$210K – – –
RCAG
815
Rehmann Capital Advisory Group
Michigan
$209K +$293 +2 +0.1%
SC
816
Savant Capital
Illinois
$208K -$19.5K -133 -9%
MA
817
MJP Associates
Connecticut
$208K -$13K -89 -6%
SC
818
Searle & Co
Connecticut
$208K – – –
TPCW
819
TD Private Client Wealth
New York
$204K -$8.64K -59 -4%
BWM
820
Blossom Wealth Management
California
$204K +$204K +1,390 New
HNWAG
821
High Net Worth Advisory Group
Florida
$202K – – –
MOS
822
MGO One Seven
Ohio
$202K -$49.8K -340 -20%
DAC
823
Dividend Assets Capital
South Carolina
$200K – – –
SCA
824
Stonebridge Capital Advisors
Minnesota
$198K – – –
VCM
825
Versant Capital Management
Arizona
$191K – – –
31 32
33
34 35