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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
PFSC
601
Peoples Financial Services Corp
Pennsylvania
$566K -$1.7K -12 -0.3%
IBOK
602
Independence Bank of Kentucky
Kentucky
$561K +$84.1K +593 +18%
NSIM
603
North Star Investment Management
Illinois
$560K +$2.98K +21 +0.6%
LAS
604
LWM Advisory Services
Florida
$560K +$117K +826 +28%
FLI
605
Family Legacy Inc
South Carolina
$550K
HWMO
606
Heritage Wealth Management (Ohio)
Ohio
$548K
DC
607
Davenport & Co
Virginia
$548K -$212K -1,494 -29%
EF
608
Empowered Funds
Pennsylvania
$541K +$44.4K +313 +9%
BWM
609
Brophy Wealth Management
New Hampshire
$538K +$522K +3,679 New
WAM
610
Werlinich Asset Management
Connecticut
$536K
KWA
611
Kingswood Wealth Advisors
California
$535K -$3.97K -28 -0.8%
AIA
612
Angeles Investment Advisors
California
$532K -$31.2K -220 -6%
DWP
613
Daymark Wealth Partners
Ohio
$532K +$2.41K +17 +0.5%
FCA
614
Fortis Capital Advisors
Kansas
$526K -$74K -522 -13%
WA
615
Wealth Architects
California
$524K +$3.26K +23 +0.6%
ICM
616
IMS Capital Management
Oregon
$522K
MCM
617
MAI Capital Management
Ohio
$520K -$461K -3,249 -48%
CIA
618
ClearBridge Investments (Australia)
Australia
$519K -$84.9K -599 -14%
BWP
619
Baldwin Wealth Partners
Massachusetts
$519K -$77K -543 -13%
PIA
620
Pinion Investment Advisors
Kansas
$516K +$142 +1 +0%
PCS
621
Personal CFO Solutions
New Jersey
$516K -$3.12K -22 -0.6%
BMC
622
Beaton Management Company
Massachusetts
$515K
GWM
623
Gitterman Wealth Management
New Jersey
$507K -$3.12K -22 -0.6%
HWP
624
Highline Wealth Partners
California
$506K +$709 +5 +0.1%
PA
625
Pinnacle Associates
New York
$505K +$41.7K +294 +8%

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.