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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
FFC
1001
First Financial Corp
Indiana
$3.06K -$42.9K -349 -93%
PMFA
1002
Plante Moran Financial Advisors
Michigan
$3.06K
FMP
1003
Financial Management Professionals
Texas
$3K -$3.81K -31 -57%
AW
1004
Avion Wealth
Texas
$3K
CMP
1005
Coston McIsaac & Partners
Maine
$3K
VF
1006
VitalStone Financial
Texas
$3K +$492 +4 +21%
HGERS
1007
Householder Group Estate & Retirement Specialist
Arizona
$2.95K
AIC
1008
Archer Investment Corporation
Indiana
$2.81K
NRG
1009
Nemes Rush Group
Michigan
$2.81K
CSWM
1010
Cassady Schiller Wealth Management
Ohio
$2.57K +$2.58K +21 New
GFL
1011
Granite FO LLC
New Hampshire
$2.55K +$2.21K +18 New
CMBA
1012
C.M. Bidwell & Associates
Hawaii
$2.32K
MSG
1013
Main Street Group
Virginia
$2.29K +$2.34K +19 New
NIC
1014
Northwest Investment Counselors
Oregon
$2.2K +$2.21K +18 New
PVH
1015
Psagot Value Holdings
Israel
$2K -$123 -1 -6%
RWM
1016
Ruedi Wealth Management
Illinois
$1.96K
DF
1017
Dunhill Financial
United Kingdom
$1.84K +$246 +2 +15%
BWL
1018
Bogart Wealth LLC
Virginia
$1.83K +$1.84K +15 New
CWAF
1019
Core Wealth Advisors (Florida)
Florida
$1.73K
RS
1020
Rakuten Securities
Japan
$1.59K -$1.35K -11 -46%
PWMG
1021
Private Wealth Management Group
New Jersey
$1.34K -$861 -7 -39%
AWM
1022
Abound Wealth Management
Tennessee
$1.34K
DPW
1023
DiNuzzo Private Wealth
Pennsylvania
$1.22K
FRA
1024
Front Row Advisors
California
$1.22K
Kayne Anderson Rudnick Investment Management
1025
Kayne Anderson Rudnick Investment Management
California
$1.22K

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.