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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
MOS
826
MGO One Seven
Ohio
$202K -$50.4K -340 -20%
DAC
827
Dividend Assets Capital
South Carolina
$200K
SCA
828
Stonebridge Capital Advisors
Minnesota
$198K
VCM
829
Versant Capital Management
Arizona
$191K
CBT
830
CoreFirst Bank & Trust
Kansas
$180K
FCA
831
Fortis Capital Advisors
Kansas
$179K -$28.7K -194 -14%
SIM
832
Sentry Investment Management
Wisconsin
$177K +$179K +1,206 New
TCWA
833
Ten Capital Wealth Advisors
Washington
$175K +$177K +1,195 New
T
834
TOBAM
France
$175K +$33.9K +229 +24%
HBT
835
Hills Bank & Trust
Iowa
$174K -$16.6K -112 -9%
IWP
836
Icon Wealth Partners
Texas
$170K +$172K +1,160 New
GG
837
Gleason Group
Kentucky
$168K +$889 +6 +0.5%
AIM
838
Arcadia Investment Management
Michigan
$168K
IAIM
839
Industrial Alliance Investment Management
Quebec, Canada
$167K +$169K +1,141 New
CCA
840
Column Capital Advisors
Indiana
$167K +$15.8K +107 +10%
EWM
841
Evermay Wealth Management
Virginia
$161K
GWSG
842
GPS Wealth Strategies Group
Colorado
$159K +$161K +1,086 New
Parallax Volatility Advisers
843
Parallax Volatility Advisers
California
$148K +$150K +1,010 New
LFA
844
Legend Financial Advisors
Pennsylvania
$146K
OSNBOA
845
Old Second National Bank of Aurora
Illinois
$146K
WIM
846
Westside Investment Management
California
$146K
CH
847
Canton Hathaway
Rhode Island
$146K
CI Investments Inc
848
CI Investments Inc
Ontario, Canada
$145K +$70.9K +479 +94%
RFA
849
Resurgent Financial Advisors
Georgia
$142K +$70.6K +477 +97%
PTC
850
Private Trust Company
Ohio
$140K

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.