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American Water Works

1,037 hedge funds and large institutions have $20.7B invested in American Water Works in 2024 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 374 increasing their positions, 401 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $67.4M | Put options by funds: $55.4M

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 401

8% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 101

1.72% less ownership

Funds ownership: 88.6%86.88% (-1.7%)

2% less funds holding

Funds holding: 1,0571,037 (-20)

9% less capital invested

Capital invested by funds: $22.8B → $20.7B (-$2.11B)

Holders
1,037
Holders Change
-20
Holders Change %
-1.89%
% of All Funds
14.94%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
93
Increased
374
Reduced
401
Closed
101
Calls
$67.4M
Puts
$55.4M
Net Calls
+$12M
Net Calls Change
-$26.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BSSFA
801
Baron Silver Stevens Financial Advisors
Florida
$213K
MIM
802
Moseley Investment Management
Florida
$213K -$86.1K -700 -29%
CL
803
Choreo LLC
Illinois
$212K -$28.3K -230 -12%
NIA
804
NIA Impact Advisors
California
$212K +$214K +1,736 New
NS
805
NBC Securities
Alabama
$212K -$2.95M -23,938 -93%
CCA
806
Checchi Capital Advisers
California
$211K -$43.7K -355 -17%
LSAG
807
Lake Street Advisors Group
New Hampshire
$211K -$12.1K -98 -5%
CT
808
Coastline Trust
Rhode Island
$211K -$387K -3,145 -65%
RFA
809
Resurgent Financial Advisors
Georgia
$210K -$492 -4 -0.2%
PAA
810
Peregrine Asset Advisers
Oregon
$208K +$209K +1,700 New
GLA
811
Great Lakes Advisors
Illinois
$207K +$1.48K +12 +0.7%
GIA
812
Gateway Investment Advisers
Ohio
$207K -$35.3K -287 -14%
BFIM
813
Beese Fulmer Investment Management
Ohio
$207K
WANY
814
Wealthspire Advisors (New York)
New York
$207K -$31.4K -255 -13%
SP
815
Symmetry Partners
Connecticut
$206K
JWM
816
Jeppson Wealth Management
California
$203K
SIC
817
Sterling Investment Counsel
New York
$203K -$161K -1,307 -44%
MAM
818
Meeder Asset Management
Ohio
$201K -$2.83K -23 -1%
PTC
819
Private Trust Company
Ohio
$201K +$59.3K +482 +41%
WorldQuant Millennium Advisors
820
WorldQuant Millennium Advisors
New York
$200K
FFA
821
Farther Finance Advisors
California
$195K -$60.5K -492 -23%
LIM
822
Longfellow Investment Management
Massachusetts
$192K +$194K +1,575 New
SS
823
Sunbelt Securities
Texas
$187K -$324K -2,637 -63%
LS
824
Livforsakringsbolaget Skandia
Sweden
$186K
PAM
825
Paradigm Asset Management
New York
$183K -$61.5K -500 -25%

AWK Hedge Fund Activity: Q1 2024 in Review

1,037 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in American Water Works (AWK) for Q1 2024, worth a combined $20.7B — down 9.2% from $22.8B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of AWK and 93 opened new positions — a net loss of 8 holders — while 401 trimmed existing stakes and 374 added.

The largest buyer was Impax Asset Management Group, adding an estimated $131M. The largest seller was Royal Bank of Canada, cutting an estimated $378M.

  • 1,037 institutional investors held American Water Works (AWK) as of Q1 2024, down from 1,057 in Q4 2023.
  • Funds reported $20.7B of American Water Works stock for Q1 2024, down 9.2% quarter-over-quarter.
  • 93 funds opened new American Water Works positions in Q1 2024 and 101 closed out, a net change of -8 holders.
  • The largest American Water Works buyer in Q1 2024 was Impax Asset Management Group, an estimated $131M added.
  • The largest American Water Works seller in Q1 2024 was Royal Bank of Canada, an estimated $378M sold.

Based on aggregated 13F filings for Q1 2024.