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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
SSB
976
Sandy Spring Bank
Maryland
$9.96K
FFC
977
First Financial Corp
Indiana
$9.38K
HT
978
Headlands Technologies
Illinois
$9.38K +$9.48K +64 New
MCM
979
MV Capital Management
Maryland
$9.08K +$2.52K +17 +38%
BCM
980
Blume Capital Management
California
$8.79K
CSPAM
981
Cary Street Partners Asset Management
Virginia
$8.35K
EBA
982
Eagle Bay Advisors
New York
$8.06K -$5.78K -39 -41%
IBOK
983
Independence Bank of Kentucky
Kentucky
$7.91K
BAAM
984
Baker Avenue Asset Management
California
$7.62K -$104K -704 -93%
RA
985
Rational Advisors
New York
$7.62K
SSC
986
Syverson Strege & Co
Iowa
$7.33K
TFP
987
Tilia Fiduciary Partners
North Carolina
$7.33K
LOIM
988
Liberty One Investment Management
Illinois
$7.23K +$7.26K +49 New
GBT
989
Grove Bank & Trust
Florida
$7.18K +$7.26K +49 New
JWA
990
JFS Wealth Advisors
Pennsylvania
$6.59K -$1.33K -9 -17%
KTC
991
Kistler-Tiffany Companies
Pennsylvania
$5.27K
ATC
992
Adirondack Trust Company
New York
$5.27K
UIA
993
Ulland Investment Advisors
Minnesota
$5K
SFG
994
Steward Financial Group
Texas
$5K +$3.41K +23 +135%
SWA
995
SOA Wealth Advisors
New York
$4.26K
ME
996
McIlrath & Eck
Washington
$3.96K
ST
997
Sageworth Trust
Pennsylvania
$3.66K
JGIA
998
Jackson Grant Investment Advisers
Connecticut
$3.37K +$3.41K +23 New
NC
999
NewSquare Capital
Pennsylvania
$3.08K +$3.11K +21 New
ANBT
1000
American National Bank & Trust
Texas
$2.93K +$2.96K +20 New

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.