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American Water Works

1,066 hedge funds and large institutions have $25B invested in American Water Works in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 368 increasing their positions, 372 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 66

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

25% more call options, than puts

Call options by funds: $40.9M | Put options by funds: $32.6M

13% more capital invested

Capital invested by funds: $22.2B → $25B (+$2.9B)

3% more funds holding

Funds holding: 1,0331,066 (+33)

0.24% more ownership

Funds ownership: 88.09%88.33% (+0.24%)

1% less repeat investments, than reductions

Existing positions increased: 368 | Existing positions reduced: 372

Holders
1,066
Holders Change
+33
Holders Change %
+3.19%
% of All Funds
15.31%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
110
Increased
368
Reduced
372
Closed
66
Calls
$40.9M
Puts
$32.6M
Net Calls
+$8.3M
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
501
IHT Wealth Management
Illinois
$938K +$10.8K +76 +1%
BAM
502
Belpointe Asset Management
Nevada
$938K +$10.3K +73 +1%
CA
503
Claro Advisors
Massachusetts
$935K +$108K +765 +14%
CWM
504
Congress Wealth Management
Massachusetts
$918K +$890K +6,278 New
MC
505
Moors & Cabot
Massachusetts
$910K -$7.94K -56 -0.9%
Lazard Asset Management
506
Lazard Asset Management
New York
$908K -$2.49M -17,570 -74%
NMIMC
507
Northwestern Mutual Investment Management Company
Wisconsin
$903K -$3.54K -25 -0.4%
PP
508
Prudential plc
United Kingdom
$891K -$13.1M -92,716 -94%
BC
509
Blackhill Capital
New Jersey
$877K
Bessemer Group
510
Bessemer Group
New Jersey
$875K -$17.6K -124 -2%
CPW
511
Cove Private Wealth
New York
$874K
BFO
512
Boston Family Office
Massachusetts
$868K +$57.1K +403 +7%
ABLA
513
Alan B. Lancz & Associates
Ohio
$863K
UCFA
514
United Capital Financial Advisors
Texas
$847K -$17.6K -124 -2%
KRSITF
515
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$844K -$73K -515 -8%
IG
516
ING Group
Netherlands
$842K -$1.26M -8,855 -61%
PS
517
Principal Securities
Iowa
$834K +$10.6K +75 +1%
BCI
518
Brinker Capital Investments
Pennsylvania
$830K +$42.5K +300 +6%
OPS
519
Orion Portfolio Solutions
Nebraska
$830K +$42.5K +300 +6%
PS
520
Presima Securities
Quebec, Canada
$826K +$14.2K +100 +2%
AWM
521
Apollon Wealth Management
South Carolina
$823K -$26.7K -188 -3%
FTIS
522
First Trust Investment Solutions
Florida
$820K +$795K +5,604 New
LGF
523
LGT Group Foundation
Liechtenstein
$817K -$21.6K -152 -3%
TA
524
TFG Advisers
Michigan
$810K -$17K -120 -2%
SMC
525
Smith, Moore & Co
Missouri
$807K -$49.8K -351 -6%

AWK Hedge Fund Activity: Q3 2024 in Review

1,066 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in American Water Works (AWK) for Q3 2024, worth a combined $25B — up 13% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new AWK positions and 66 closed out — a net gain of 44 holders — while 368 added to existing stakes and 372 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $187M. The largest seller was Impax Asset Management Group, cutting an estimated $174M.

  • 1,066 institutional investors held American Water Works (AWK) as of Q3 2024, up from 1,033 in Q2 2024.
  • Funds reported $25B of American Water Works stock for Q3 2024, up 13% quarter-over-quarter.
  • 110 funds opened new American Water Works positions in Q3 2024 and 66 closed out, a net change of +44 holders.
  • The largest American Water Works buyer in Q3 2024 was Victory Capital Management, an estimated $187M added.
  • The largest American Water Works seller in Q3 2024 was Impax Asset Management Group, an estimated $174M sold.

Based on aggregated 13F filings for Q3 2024.