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
RT
1051
Rockland Trust
Massachusetts
-$413K -2,707 Closed
AWAG
1052
ARS Wealth Advisors Group
Florida
-$352K -2,311 Closed
ST
1053
Spinnaker Trust
Maine
-$351K -2,303 Closed
AWM
1054
Axxcess Wealth Management
California
-$351K -2,302 Closed
I2I
1055
Insight 2811 Inc
Illinois
-$342K -2,243 Closed
BA
1056
BCM Advisors
Louisiana
-$339K -2,221 Closed
HC
1057
Hamilton Capital
Ohio
-$338K -2,220 Closed
GC
1058
Gratus Capital
Georgia
-$260K -1,705 Closed
MCM
1059
Marathon Capital Management
Maryland
-$259K -1,700 Closed
B
1060
Barings
North Carolina
-$252K -1,655 Closed
FFP
1061
FourThought Financial Partners
Florida
-$251K -1,645 Closed
MAM
1062
Mystic Asset Management
Rhode Island
-$233K -1,530 Closed
NFC
1063
Northeast Financial Consultants
Connecticut
-$229K -1,500 Closed
SICM
1064
Sustainable Insight Capital Management
New York
-$228K -1,496 Closed
CCA
1065
Cobblestone Capital Advisors
New York
-$214K -1,407 Closed
SF
1066
Summit Financial
New Jersey
-$213K -1,399 Closed
BSSFA
1067
Baron Silver Stevens Financial Advisors
Florida
-$211K -1,387 Closed
TWP
1068
Tempus Wealth Planning
California
-$210K -1,381 Closed
SF
1069
Synovus Financial
Georgia
-$208K -1,369 Closed
WB
1070
WesBanco Bank
West Virginia
-$208K -1,363 Closed
PFM
1071
Patton Fund Management
Texas
-$207K -1,355 Closed
GL
1072
Graypoint LLC
New York
-$200K -1,313 Closed
WWM
1073
Western Wealth Management
Colorado
-$200K -1,312 Closed
AWM
1074
Accurate Wealth Management
Florida
-$121K -753 Closed
GTCM
1075
Gyon Technologies Capital Management
New Jersey
-$113K -740 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.