American Water Works
1,014 hedge funds and large institutions have $21B invested in American Water Works in 2023 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 347 increasing their positions, 374 reducing their positions, and 92 closing their positions.
28% more call options, than puts
Call options by funds: $47.8M | Put options by funds: $37.5M
27% more funds holding in top 10
Funds holding in top 10: 11 → 14 (+3)
26% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 92
1% more funds holding
Funds holding: 1,005 → 1,014 (+9)
0.19% less ownership
Funds ownership: 86.53% → 86.34% (-0.19%)
7% less repeat investments, than reductions
Existing positions increased: 347 | Existing positions reduced: 374
13% less capital invested
Capital invested by funds: $24.2B → $21B (-$3.2B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$56.9M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$46.2M |
| 3 |
DP
Dearborn Partners
Chicago,
Illinois
|
+$44M |
| 4 |
ClearBridge Investments
New York
|
+$43.5M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$39.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
-$144M |
| 2 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$84M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$77.4M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$74.8M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$68.8M |
AWK Hedge Fund Activity: Q3 2023 in Review
1,014 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in American Water Works (AWK) for Q3 2023, worth a combined $21B — down 13% from $24.2B a quarter earlier.
Buyers outnumbered sellers: 116 funds opened new AWK positions and 92 closed out — a net gain of 24 holders — while 347 added to existing stakes and 374 trimmed.
The largest buyer was BlackRock, adding an estimated $56.9M. The largest seller was Zimmer Partners, cutting an estimated $144M.
- 1,014 institutional investors held American Water Works (AWK) as of Q3 2023, up from 1,005 in Q2 2023.
- Funds reported $21B of American Water Works stock for Q3 2023, down 13% quarter-over-quarter.
- 116 funds opened new American Water Works positions in Q3 2023 and 92 closed out, a net change of +24 holders.
- The largest American Water Works buyer in Q3 2023 was BlackRock, an estimated $56.9M added.
- The largest American Water Works seller in Q3 2023 was Zimmer Partners, an estimated $144M sold.
Based on aggregated 13F filings for Q3 2023.