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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
LWP
1076
Laurel Wealth Planning
Minnesota
-$91.5K -600 Closed
ACP
1077
Arcus Capital Partners
Georgia
-$80.5K -528 Closed
MWM
1078
MinichMacGregor Wealth Management
New York
-$73.9K -485 Closed
EI
1079
Ellevest Inc
New York
-$70.4K -462 Closed
FIM
1080
FWL Investment Management
Texas
-$61.7K -405 Closed
BA
1081
Bellwether Advisors
Nebraska
-$47.9K -314 Closed
LS
1082
Leelyn Smith
Illinois
-$30.9K -203 Closed
SC
1083
Sierra Capital
Florida
-$18K -115 Closed
HGERS
1084
Householder Group Estate & Retirement Specialist
Arizona
-$17K -114 Closed
MPCL
1085
My Personal CFO LLC
Washington
-$16.9K -111 Closed
QL
1086
Quarry LP
New York
-$13.4K -88 Closed
BWL
1087
Bogart Wealth LLC
Virginia
-$10.4K -68 Closed
WOSD
1088
WFA of San Diego
California
-$8.54K -56 Closed
LTI
1089
Laffer Tengler Investments
Tennessee
-$7.16K -47 Closed
FA
1090
Fiduciary Alliance
South Carolina
-$6.58K -43 Closed
JFGIW
1091
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$4.88K -32 Closed
DWP
1092
Destiny Wealth Partners
Florida
-$3.2K -21 Closed
AA
1093
Addison Advisors
Vermont
-$1.52K -10 Closed
CSWM
1094
Cassady Schiller Wealth Management
Ohio
-$1.52K -10 Closed
JWM
1095
Janiczek Wealth Management
Colorado
-$319 -2 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.