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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
AIM
901
Achmea Investment Management
Netherlands
$55K -$1.07M -7,226 -95%
FMTCOCP
902
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$54K
AAG
903
Armstrong Advisory Group
Massachusetts
$53.9K
VC
904
Vestor Capital
Illinois
$53K -$2.52K -17 -4%
CAC
905
Core Alternative Capital
Georgia
$48.2K +$20.9K +141 +75%
MWM
906
Mascoma Wealth Management
New Hampshire
$46.3K +$148 +1 +0.3%
LFG
907
Larson Financial Group
Missouri
$46.2K
WBC
908
West Branch Capital
Massachusetts
$45.9K
ZB
909
Zions Bancorporation
Utah
$45.3K -$5.18K -35 -10%
CSB
910
City State Bank
Iowa
$44K
AWM
911
Ameliora Wealth Management
Switzerland
$43.5K
PCTC
912
Perkins Coie Trust Company
Washington
$43.1K
TWM
913
Tradition Wealth Management
Minnesota
$42K +$7.26K +49 +21%
OCM
914
Osterweis Capital Management
California
$41.9K
OC
915
Oakworth Capital
Alabama
$41.5K
BLC
916
Brown, Lisle/Cummings
Rhode Island
$41.2K +$7.41K +50 +22%
CAL
917
Capital Analysts LLC
Pennsylvania
$41K -$6.07K -41 -13%
TWA
918
TCI Wealth Advisors
Arizona
$40.9K +$18.1K +122 +78%
CLOS
919
Compagnie Lombard Odier SCmA
Switzerland
$39.6K -$68.9K -465 -63%
AWM
920
Avondale Wealth Management
Texas
$39.1K
GWS
921
Glassman Wealth Services
Virginia
$39.1K +$9.92K +67 +34%
CFO
922
CVA Family Office
Colorado
$38.8K -$37K -250 -49%
EWA
923
EverSource Wealth Advisors
Alabama
$35.7K +$1.48K +10 +4%
TC
924
Trium Capital
United Kingdom
$34K +$33.9K +229 New
RWPA
925
Richard W. Paul & Associates
Michigan
$30K

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.