American Water Works
1,021 hedge funds and large institutions have $23.7B invested in American Water Works in 2022 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 363 increasing their positions, 350 reducing their positions, and 73 closing their positions.
75% more funds holding in top 10
Funds holding in top 10: 8 → 14 (+6)
63% more capital inflows, than outflows
Capital inflows: $1.17B | Capital outflows: $719M
62% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 73
17% more call options, than puts
Call options by funds: $48.5M | Put options by funds: $41.6M
2% more funds holding
Funds holding: 997 → 1,021 (+24)
4% more repeat investments, than reductions
Existing positions increased: 363 | Existing positions reduced: 350
0.99% more ownership
Funds ownership: 84.64% → 85.63% (+0.99%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$362M |
| 2 |
Amundi
Paris,
France
|
+$55.2M |
| 3 |
Morgan Stanley
New York
|
+$42.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$33.6M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$30.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
-$121M |
| 2 |
State Street
Boston,
Massachusetts
|
-$35.6M |
| 3 |
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
-$32.6M |
| 4 |
Duff & Phelps Investment Management
Chicago,
Illinois
|
-$27.1M |
| 5 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$25.8M |
AWK Hedge Fund Activity: Q4 2022 in Review
1,021 of the 6,243 institutional investors tracked by Wall St. Rank reported a position in American Water Works (AWK) for Q4 2022, worth a combined $23.7B — up 18% from $20B a quarter earlier.
Buyers outnumbered sellers: 118 funds opened new AWK positions and 73 closed out — a net gain of 45 holders — while 363 added to existing stakes and 350 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $362M. The largest seller was Bessemer Group, cutting an estimated $121M.
- 1,021 institutional investors held American Water Works (AWK) as of Q4 2022, up from 997 in Q3 2022.
- Funds reported $23.7B of American Water Works stock for Q4 2022, up 18% quarter-over-quarter.
- 118 funds opened new American Water Works positions in Q4 2022 and 73 closed out, a net change of +45 holders.
- The largest American Water Works buyer in Q4 2022 was Fidelity Investments, an estimated $362M added.
- The largest American Water Works seller in Q4 2022 was Bessemer Group, an estimated $121M sold.
Based on aggregated 13F filings for Q4 2022.