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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
TSWM
926
Tyler-Stone Wealth Management
Ohio
$24.4K
CFFP
927
Center for Financial Planning
Michigan
$24.4K +$24.6K +200 New
HDIM
928
Hanson & Doremus Investment Management
Vermont
$24K +$24.6K +200 New
AWM
929
Avior Wealth Management
Nebraska
$23.8K +$23.5K +191 +4,775%
GJWM
930
Gilliland Jeter Wealth Management
Arkansas
$22.7K +$22.9K +186 New
MCM
931
MV Capital Management
Maryland
$22.1K -$1.84K -15 -8%
TH
932
TCTC Holdings
Texas
$22K
BCMLT
933
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.5K
CSC
934
Caldwell Sutter Capital
California
$20.3K
BGAI
935
Bruce G. Allen Investments
Colorado
$19.9K -$123 -1 -0.6%
NFSG
936
Newbridge Financial Services Group
Florida
$18K +$18.1K +147 New
FCG
937
Financial Connections Group
California
$18K
RA
938
Rise Advisors
New York
$17.5K +$17.6K +143 New
MRC
939
Millburn Ridgefield Corp
New York
$17.4K +$4.55K +37 +35%
CCA
940
Catalyst Capital Advisors
New York
$17.4K +$17.5K +142 New
DMBA
941
Deseret Mutual Benefit Administrators
Utah
$17.2K
PCFFS
942
Pacific Center for Financial Services
California
$17.1K
FGAM
943
Financial Gravity Asset Management
Texas
$17.1K +$16.6K +135 +2,250%
TIM
944
Tortoise Investment Management
New York
$17K -$12.3K -100 -42%
EWA
945
EverSource Wealth Advisors
Alabama
$16K -$5.91K -48 -27%
BFP
946
Briaud Financial Planning
Texas
$16K +$15.4K +125 New
FDCP
947
Foster Dykema Cabot & Partners
Massachusetts
$15.9K +$16K +130 New
LOIM
948
Liberty One Investment Management
Illinois
$15.6K +$861 +7 +6%
FPF
949
First Pacific Financial
Washington
$15.2K +$15.3K +124 New
C
950
Covestor
United Kingdom
$15K -$6.03K -49 -28%

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.