We are live on ! Find out more
AWK icon

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
CSC
951
Caldwell Sutter Capital
California
$17.6K +$17.8K +120 New
CWA
952
Clearview Wealth Advisors
Oregon
$16.6K
GA
953
GoalVest Advisory
New York
$16.1K
HIA
954
Harbor Investment Advisory
Maryland
$16.1K
BAM
955
Baldrige Asset Management
Pennsylvania
$16K
TAM
956
Tucker Asset Management
Colorado
$16K +$16K +108 +10,800%
Commonwealth Equity Services
957
Commonwealth Equity Services
Massachusetts
$15.3K -$53.2K -359 -0.3%
AWM
958
Atticus Wealth Management
Florida
$15.2K +$9.48K +64 +160%
RBC
959
Roble Belko & Company
Pennsylvania
$15K
BHWM
960
Beaird Harris Wealth Management
Texas
$14.6K -$1.78K -12 -11%
LCM
961
Logan Capital Management
Pennsylvania
$14.6K
SIS
962
Sound Income Strategies
Florida
$14.2K
EL
963
EMFO LLC
Florida
$13.5K
MA
964
MCF Advisors
Kentucky
$13.2K
BWA
965
BDO Wealth Advisors
Florida
$13.2K
GCM
966
Gables Capital Management
Florida
$13K
HS
967
Horan Securities
United States
$13K
PO
968
Private Ocean
California
$11.7K -$3.7K -25 -24%
HCM
969
Hollencrest Capital Management
California
$11.7K
GFPC
970
Global Financial Private Client
Florida
$11.6K
EA
971
Evolution Advisers
Virginia
$11K
KFI
972
Key Financial Inc
Pennsylvania
$11K
BIA
973
Bell Investment Advisors
California
$10.7K -$7.41K -50 -41%
CBT
974
Central Bank & Trust
Kentucky
$10.4K +$10.5K +71 New
FMP
975
Financial Management Professionals
Texas
$10K +$3.11K +21 +44%

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.