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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
CMBA
1001
C.M. Bidwell & Associates
Hawaii
$2.78K
NIC
1002
Northwest Investment Counselors
Oregon
$2.64K
BWM
1003
BerganKDV Wealth Management
Minnesota
$2.56K
SC
1004
Schubert & Co
Texas
$2.49K -$296 -2 -11%
PFPT
1005
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.49K
RWM
1006
Ruedi Wealth Management
Illinois
$2.34K
MFT
1007
Moisand Fitzgerald Tamayo
Florida
$2.2K
ECM
1008
Everence Capital Management
Indiana
$2.17K +$659K +4,450 +43%
AWM
1009
Accel Wealth Management
Iowa
$1.48K
DI
1010
Disciplined Investments
Oklahoma
$1.47K -$296 -2 -17%
PMFA
1011
Plante Moran Financial Advisors
Michigan
$1.47K
WWM
1012
Wolff Wiese Magana
California
$1.47K
TCA
1013
Trifecta Capital Advisors
Illinois
$1.03K
RMC
1014
Resources Management Corp
Connecticut
$1K -$256K -1,731 -86%
CA
1015
Centerpoint Advisors
Massachusetts
$1K +$740 +5 New
FRA
1016
Front Row Advisors
California
$1K +$1.48K +10 New
AWM
1017
Avior Wealth Management
Nebraska
$878
AIC
1018
Archer Investment Corporation
Indiana
$732
AWM
1019
Abound Wealth Management
Tennessee
$589
WA
1020
WestEnd Advisors
North Carolina
$586 -$592 -4 Closed
UFF
1021
USA Financial Formulas
Michigan
$586 +$592 +4 New
2L
1022
25 LLC
Missouri
$443 +$444 +3 New
TWD
1023
True Wealth Design
Ohio
$440 +$148 +1 +50%
FGAM
1024
Financial Gravity Asset Management
Texas
$63 -$889 -6 -4%
Janney Montgomery Scott
1025
Janney Montgomery Scott
Pennsylvania
-$12.3M -80,984 Closed

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.