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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
PCM
851
Penserra Capital Management
California
$138K -$2.95M -19,897 -95%
WTA
852
Washington Trust Advisors
Massachusetts
$137K
GWM
853
Geneos Wealth Management
Colorado
$137K +$27.1K +183 +24%
CT
854
Caldwell Trust
Florida
$130K
AIP
855
Ahrens Investment Partners
Louisiana
$121K +$122K +825 New
MPWT
856
MassMutual Private Wealth & Trust
Connecticut
$118K +$12.3K +83 +11%
DIP
857
DT Investment Partners
Pennsylvania
$117K
TF
858
TimeScale Financial
Massachusetts
$111K +$1.04K +7 +0.9%
SC
859
Solstein Capital
California
$110K
PFBT
860
Parkside Financial Bank & Trust
Missouri
$107K -$740 -5 -0.7%
MBFW
861
Morton Brown Family Wealth
Pennsylvania
$103K
OCM
862
Orion Capital Management
California
$103K +$104K +700 New
FHA
863
First Horizon Advisors
Tennessee
$98.4K +$5.63K +38 +6%
Twin Tree Management
864
Twin Tree Management
Texas
$94.5K +$95.5K +645 New
APW
865
Atlantic Private Wealth
North Carolina
$90.9K +$91.8K +620 New
IGWM
866
ICA Group Wealth Management
Colorado
$90.3K
FFA
867
Farther Finance Advisors
California
$89.7K +$3.26K +22 +4%
LS
868
Livforsakringsbolaget Skandia
Sweden
$89.5K
AA
869
Alta Advisers
United Kingdom
$87.9K
CB
870
CNB Bank
Pennsylvania
$82K
MHR
871
Matthew Hamilton Rosenberg
$81.6K
QC
872
Quent Capital
New York
$80.1K +$592 +4 +0.7%
MAWCM
873
Mine & Arao Wealth Creation & Management
California
$79.2K
HI
874
Harbour Investments
Wisconsin
$77.6K +$1.93K +13 +3%
CM
875
Cornerstone Management
Georgia
$77.1K

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.