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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 %
MWM
901
Mascoma Wealth Management
New Hampshire
$46.3K +$148 +1 +0.3%
LFG
902
Larson Financial Group
Missouri
$46.2K – – –
WBC
903
West Branch Capital
Massachusetts
$45.9K – – –
ZB
904
Zions Bancorporation
Utah
$45.3K -$5.13K -35 -10%
CSB
905
City State Bank
Iowa
$44K – – –
AWM
906
Ameliora Wealth Management
Switzerland
$43.5K – – –
PCTC
907
Perkins Coie Trust Company
Washington
$43.1K – – –
TWM
908
Tradition Wealth Management
Minnesota
$42K +$7.15K +49 +21%
OCM
909
Osterweis Capital Management
California
$41.9K – – –
OC
910
Oakworth Capital
Alabama
$41.5K – – –
BLC
911
Brown, Lisle/Cummings
Rhode Island
$41.2K +$7.33K +50 +22%
CAL
912
Capital Analysts LLC
Pennsylvania
$41K -$6.05K -41 -13%
TWA
913
TCI Wealth Advisors
Arizona
$40.9K +$17.9K +122 +78%
CLOS
914
Compagnie Lombard Odier SCmA
Switzerland
$39.6K -$68.1K -465 -63%
AWM
915
Avondale Wealth Management
Texas
$39.1K – – –
GWS
916
Glassman Wealth Services
Virginia
$39.1K +$9.82K +67 +34%
CFO
917
CVA Family Office
Colorado
$38.8K -$36.6K -250 -49%
EWA
918
EverSource Wealth Advisors
Alabama
$35.7K +$1.47K +10 +4%
TC
919
Trium Capital
United Kingdom
$34K +$34K +229 New
RWPA
920
Richard W. Paul & Associates
Michigan
$30K – – –
CAL
921
Capital Advisors Ltd
Ohio
$30K -$42.3K -285 -59%
SOAMC
922
Spirit of America Management Corp
New York
$29.3K +$29.3K +200 New
GFWA
923
Grey Fox Wealth Advisors
Delaware
$28.9K +$732 +5 +3%
First Eagle Investment Management
924
First Eagle Investment Management
New York
$28.4K -$3.08K -21 -10%
TFM
925
TFC Financial Management
Massachusetts
$27.8K – – –
35 36
37
38 39