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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
TBA
1076
Tower Bridge Advisors
Pennsylvania
-$359K -2,718 Closed
FA
1077
FDx Advisors
Illinois
-$350K -2,655 Closed
CCM
1078
Coldstream Capital Management
Washington
-$346K -2,622 Closed
KWA
1079
Kingswood Wealth Advisors
California
-$326K -2,470 Closed
GCP
1080
Garda Capital Partners
Minnesota
-$295K -2,396 Closed
SC
1081
Savant Capital
Illinois
-$304K -2,305 Closed
AWA
1082
Arete Wealth Advisors
Illinois
-$297K -2,247 Closed
BL
1083
Balentine LLC
Georgia
-$295K -2,232 Closed
FMI
1084
F/M Investments
District of Columbia
-$290K -2,196 Closed
BFM
1085
Boothbay Fund Management
New York
-$288K -2,180 Closed
TWM
1086
Trueblood Wealth Management
Ohio
-$275K -2,084 Closed
FCA
1087
Fortis Capital Advisors
Kansas
-$275K -2,082 Closed
AS
1088
Altshuler Shaham
Israel
-$265K -2,006 Closed
GS
1089
GTS Securities
New York
-$263K -1,989 Closed
TPWA
1090
TRUE Private Wealth Advisors
Oregon
-$251K -1,904 Closed
FCP
1091
Fidelis Capital Partners
Florida
-$239K -1,808 Closed
NL
1092
NWAM LLC
Washington
-$232K -1,759 Closed
TSW
1093
Thompson Siegel & Walmsley
Virginia
-$231K -1,753 Closed
CD
1094
Chapin Davis
Maryland
-$229K -1,737 Closed
EIP
1095
Ellis Investment Partners
Pennsylvania
-$229K -1,733 Closed
DFG
1096
Delta Financial Group
New Jersey
-$222K -1,679 Closed
Fisher Asset Management
1097
Fisher Asset Management
Washington
-$222K -1,679 Closed
OA
1098
Oracle Alpha
Ontario, Canada
-$218K -1,655 Closed
DWM
1099
Darwin Wealth Management
Florida
-$216K -1,639 Closed
MCWS
1100
McKinley Carter Wealth Services
West Virginia
-$215K -1,631 Closed

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.