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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
Bessemer Group
501
Bessemer Group
New Jersey
$789K -$76K -601 -9%
CL
502
Choreo LLC
Illinois
$780K +$552K +4,362 +251%
BC
503
Blackhill Capital
New Jersey
$775K
CPW
504
Cove Private Wealth
New York
$772K
UCFA
505
United Capital Financial Advisors
Texas
$764K +$36.4K +288 +5%
ABLA
506
Alan B. Lancz & Associates
Ohio
$762K +$746K +5,900 New
SMC
507
Smith, Moore & Co
Missouri
$758K -$4.3K -34 -0.6%
AWM
508
Apollon Wealth Management
South Carolina
$751K -$449K -3,551 -38%
LGF
509
LGT Group Foundation
Liechtenstein
$742K -$39.6K -313 -5%
MHI
510
Miller Howard Investments
New York
$733K +$718K +5,674 New
B
511
Bellecapital
Switzerland
$732K
TA
512
TFG Advisers
Michigan
$730K -$144K -1,139 -17%
PS
513
Principal Securities
Iowa
$727K -$1.14K -9 -0.2%
CA
514
Claro Advisors
Massachusetts
$727K -$11K -87 -2%
Capstone Investment Advisors
515
Capstone Investment Advisors
New York
$726K -$1.65M -13,029 -70%
PS
516
Presima Securities
Quebec, Canada
$716K +$9.48K +75 +1%
BFO
517
Boston Family Office
Massachusetts
$715K +$37.2K +294 +6%
LMIM
518
Lockheed Martin Investment Management
Maryland
$710K -$481K -3,800 -41%
USCWA
519
U.S. Capital Wealth Advisors
Texas
$706K -$34.6K -274 -5%
MLA
520
My Legacy Advisors
Oregon
$701K +$33.8K +267 +5%
ADL
521
Asset Dedication LLC
California
$699K +$10.7K +85 +2%
PI
522
Pettee Investors
Connecticut
$698K
Simplex Trading
523
Simplex Trading
Illinois
$698K +$341K +2,699 +100%
BCI
524
Brinker Capital Investments
Pennsylvania
$695K +$25.7K +203 +4%
OPS
525
Orion Portfolio Solutions
Nebraska
$695K +$25.7K +203 +4%

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.