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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
Teacher Retirement System of Texas
601
Teacher Retirement System of Texas
Texas
$489K -$147K -1,163 -23%
HWMO
602
Heritage Wealth Management (Ohio)
Ohio
$488K +$474K +3,750 New
FLI
603
Family Legacy Inc
South Carolina
$486K -$7.08K -56 -1%
VCM
604
Virtue Capital Management
Tennessee
$479K -$51.2K -405 -11%
BOS
605
Bank of Stockton
California
$477K -$27.8K -220 -6%
KWA
606
Kingswood Wealth Advisors
California
$476K +$466K +3,688 New
CDH
607
Charles D. Hyman
$475K
WAM
608
Werlinich Asset Management
Connecticut
$474K +$16.4K +130 +4%
EWM
609
Elmwood Wealth Management
California
$471K -$6.32K -50 -1%
AIM
610
Anchor Investment Management
South Carolina
$470K +$632 +5 +0.1%
DWP
611
Daymark Wealth Partners
Ohio
$468K -$20.9K -165 -4%
SW
612
SVB Wealth
Massachusetts
$466K -$76.1K -602 -14%
MRCM
613
M&R Capital Management
New Jersey
$462K
IAIM
614
International Assets Investment Management
Florida
$462K +$14.5K +115 +3%
ACM
615
Advisors Capital Management
New Jersey
$460K -$122K -968 -21%
WA
616
Wealth Architects
California
$460K +$3.29K +26 +0.7%
BW
617
Bison Wealth
Georgia
$459K
PCS
618
Personal CFO Solutions
New Jersey
$459K +$208K +1,648 +87%
CG
619
Caprock Group
Idaho
$456K +$75.5K +597 +20%
PIA
620
Pinion Investment Advisors
Kansas
$456K +$22.6K +179 +5%
PA
621
Pinnacle Associates
New York
$456K -$1.52K -12 -0.3%
BMC
622
Beaton Management Company
Massachusetts
$455K
SC
623
SouthState Corp
Florida
$451K
GWM
624
Gitterman Wealth Management
New Jersey
$450K -$30.1K -238 -6%
AF
625
Allworth Financial
California
$450K +$177K +1,397 +78%

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.