We are live on ! Find out more
AWK icon

American Water Works

1,033 hedge funds and large institutions have $22.2B invested in American Water Works in 2024 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 366 increasing their positions, 379 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $48.9M | Put options by funds: $40.6M

7% more capital invested

Capital invested by funds: $20.7B → $22.2B (+$1.49B)

1.21% more ownership

Funds ownership: 86.88%88.09% (+1.2%)

8% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 100

0% less funds holding

Funds holding: 1,0371,033 (-4)

3% less repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 379

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
1,033
Holders Change
-4
Holders Change %
-0.39%
% of All Funds
14.92%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
108
Increased
366
Reduced
379
Closed
100
Calls
$48.9M
Puts
$40.6M
Net Calls
+$8.3M
Net Calls Change
-$3.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
376
Carson Wealth (CWM LLC)
Nebraska
$1.7M +$228K +1,801 +16%
CIA
377
Concurrent Investment Advisors
Florida
$1.7M +$1.36M +10,772 +451%
LOAMU
378
Lombard Odier Asset Management (USA)
New York
$1.7M +$1.66M +13,153 New
RA
379
RFG Advisory
Alabama
$1.69M +$205K +1,624 +14%
BHC
380
Bowen Hanes & Co
Florida
$1.68M +$65.1K +515 +4%
PAM
381
Panagora Asset Management
Massachusetts
$1.68M -$519K -4,106 -24%
SCM
382
Shelton Capital Management
Colorado
$1.66M -$885K -7,000 -35%
Mackenzie Financial
383
Mackenzie Financial
Ontario, Canada
$1.66M -$136K -1,076 -8%
KPWS
384
Kestra Private Wealth Services
Texas
$1.65M +$34.9K +276 +2%
FNA
385
First National Advisers
Nebraska
$1.65M +$191K +1,513 +13%
NB
386
NBT Bank
New York
$1.64M -$36.2K -286 -2%
KF
387
KKM Financial
Illinois
$1.64M +$43K +340 +3%
LAIC
388
Lederer & Associates Investment Counsel
California
$1.63M -$76.1K -602 -5%
LNWWM
389
Laird Norton Wetherby Wealth Management
California
$1.63M +$56.4K +446 +4%
HIMCH
390
Hartford Investment Management Co (HIMCO)
Connecticut
$1.61M -$9.86K -78 -0.6%
MPM
391
MBB Public Markets
Illinois
$1.61M +$1.58M +12,466 New
Mirae Asset Global Investments
392
Mirae Asset Global Investments
South Korea
$1.6M -$5.85M -46,285 -79%
TCOT
393
Trust Company of Toledo
Ohio
$1.6M -$55.6K -440 -3%
NA
394
NewEdge Advisors
Louisiana
$1.59M -$13K -103 -0.8%
AG
395
Ascent Group
Virginia
$1.59M +$98.9K +782 +7%
EIP
396
Energy Income Partners
Connecticut
$1.56M -$1.85M -14,616 -55%
KFBMI
397
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.55M
VHAM
398
Van Hulzen Asset Management
California
$1.54M +$216K +1,707 +17%
SHFA
399
SS&H Financial Advisors
Michigan
$1.51M
AAM
400
Ascension Asset Management
New York
$1.51M

AWK Hedge Fund Activity: Q2 2024 in Review

1,033 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in American Water Works (AWK) for Q2 2024, worth a combined $22.2B — up 7.2% from $20.7B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new AWK positions and 100 closed out — a net gain of 8 holders — while 366 added to existing stakes and 379 trimmed.

The largest buyer was Aristotle Capital Management, opening a new position worth an estimated $873M. The largest seller was DZ Bank, cutting an estimated $176M.

  • 1,033 institutional investors held American Water Works (AWK) as of Q2 2024, down from 1,037 in Q1 2024.
  • Funds reported $22.2B of American Water Works stock for Q2 2024, up 7.2% quarter-over-quarter.
  • 108 funds opened new American Water Works positions in Q2 2024 and 100 closed out, a net change of +8 holders.
  • The largest American Water Works buyer in Q2 2024 was Aristotle Capital Management, an estimated $873M added.
  • The largest American Water Works seller in Q2 2024 was DZ Bank, an estimated $176M sold.

Based on aggregated 13F filings for Q2 2024.