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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
JIC
551
Johnson Investment Counsel
Ohio
$617K -$6.32K -50 -1%
EFS
552
Essex Financial Services
Connecticut
$605K +$163K +1,290 +45%
KC
553
Kepos Capital
New York
$603K -$94.1K -744 -14%
MP
554
McDonald Partners
Ohio
$599K +$14.5K +115 +3%
QPW
555
Quantum Private Wealth
Florida
$597K -$7.59K -60 -1%
KA
556
Kintegral Advisory
New York
$596K +$584K +4,615 New
MNBTD
557
Moody National Bank Trust Division
Texas
$593K +$11.1K +88 +2%
QWM
558
Quadcap Wealth Management
Texas
$589K +$5.31K +42 +0.9%
S
559
SignatureFD
Georgia
$589K +$103K +818 +22%
RZH
560
Relyea Zuckerberg Hanson
Connecticut
$588K +$5.44K +43 +1%
GAM
561
Gotham Asset Management
New York
$586K +$36.7K +290 +7%
IF
562
Intrua Financial
Texas
$585K -$2.15K -17 -0.4%
CAM
563
Carret Asset Management
New York
$582K -$9.86K -78 -2%
MGIA
564
Moneta Group Investment Advisors
Missouri
$579K +$19.6K +155 +4%
GVAG
565
Great Valley Advisor Group
Delaware
$578K -$2.02K -16 -0.4%
BMM
566
Buffington Mohr McNeal
Idaho
$577K -$307K -2,430 -35%
RFS
567
Richardson Financial Services
Massachusetts
$575K -$19.7K -156 -3%
GWCM
568
Godshalk Welsh Capital Management
Pennsylvania
$569K
VIM
569
Vinva Investment Management
Australia
$566K -$90.8K -718 -14%
Nomura Holdings
570
Nomura Holdings
Japan
$563K +$297K +2,352 +117%
GT
571
Glenview Trust
Kentucky
$562K -$66.3K -524 -11%
PIM
572
Penobscot Investment Management
Massachusetts
$560K -$126K -998 -19%
EWM
573
Evercore Wealth Management
New York
$555K
IMCOOI
574
Investment Management Corp of Ontario (IMCO)
Canada
$551K +$139K +1,100 +35%
Bank Julius Baer & Co
575
Bank Julius Baer & Co
Switzerland
$543K -$15.2K -120 -3%

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.