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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
LFG
876
Larson Financial Group
Missouri
$62.3K +$24K +195 +62%
VNA
877
Valley National Advisers
Pennsylvania
$62K -$2.21K -18 -3%
LFA
878
Legend Financial Advisors
Pennsylvania
$61.1K -$61.5K -500 -50%
CWP
879
Concord Wealth Partners
Virginia
$61.1K
MMG
880
Monetary Management Group
Missouri
$61.1K
WPA
881
West Paces Advisors
Georgia
$56.2K
CFO
882
CVA Family Office
Colorado
$53.8K +$9.84K +80 +22%
KFS
883
Kelly Financial Services
Massachusetts
$53K -$6.15K -50 -10%
AAP
884
Arax Advisory Partners
Colorado
$52.2K -$246 -2 -0.5%
CWC
885
Carolinas Wealth Consulting
North Carolina
$50.2K +$615 +5 +1%
SIC
886
SJS Investment Consulting
Ohio
$50.1K +$369 +3 +0.7%
CTA
887
Colonial Trust Advisors
South Carolina
$49.3K -$984 -8 -2%
CA
888
CoreCap Advisors
Michigan
$49.3K +$49.6K +403 New
CAL
889
Capital Advisors Ltd
Ohio
$49K -$15.3K -124 -24%
TPCW
890
TD Private Client Wealth
New York
$48.8K -$82.3K -669 -63%
AAG
891
Armstrong Advisory Group
Massachusetts
$48.6K
SL
892
Salomon & Ludwin
Virginia
$47.5K +$34.6K +281 +260%
QL
893
Quarry LP
New York
$47.1K +$15.4K +125 +48%
SWM
894
Sugarloaf Wealth Management
Georgia
$46.9K
PGAM
895
Princeton Global Asset Management
New Jersey
$46.4K
EIM
896
Essex Investment Management
Massachusetts
$43.5K
SC
897
Solstein Capital
California
$42.8K -$48K -390 -53%
BAM
898
Byrne Asset Management
New Jersey
$42.8K -$18.5K -150 -30%
HI
899
Hoey Investments
Pennsylvania
$42.2K -$6.03K -49 -12%
CPBTD
900
Central Pacific Bank - Trust Division
Hawaii
$41.4K +$42.3K +344 New

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.