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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
FHA
626
Flagship Harbor Advisors
Massachusetts
$450K -$66.1K -523 -13%
HWP
627
Highline Wealth Partners
California
$446K +$253 +2 +0.1%
PF
628
Phoenix Financial
Israel
$446K +$2.78K +22 +0.6%
KWM
629
Kingsview Wealth Management
Oregon
$446K +$3.54K +28 +0.8%
HWM
630
HB Wealth Management
Georgia
$444K +$113K +895 +35%
EF
631
Empowered Funds
Pennsylvania
$437K -$903K -7,143 -68%
SHFA
632
SC&H Financial Advisors
Maryland
$437K -$20.2K -160 -5%
BFM
633
Boothbay Fund Management
New York
$436K +$426K +3,372 New
D
634
Diversified
Delaware
$429K +$15.8K +125 +4%
HIM
635
Harbour Investment Management
Washington
$428K -$63.2K -500 -13%
BHWM
636
Bar Harbor Wealth Management
New Hampshire
$427K -$30.4K -240 -7%
RPCONE
637
Retirement Planning Company of New England
Rhode Island
$427K -$36.7K -290 -8%
EA
638
Everpar Advisors
Oklahoma
$420K +$411K +3,252 New
IBOK
639
Independence Bank of Kentucky
Kentucky
$419K +$56.8K +449 +16%
WPW
640
Waldron Private Wealth
Pennsylvania
$418K +$13K +103 +3%
IWC
641
Integrated Wealth Concepts
Massachusetts
$417K -$7.46K -59 -2%
RSWM
642
Robertson Stephens Wealth Management
California
$416K +$16.1K +127 +4%
IAN
643
Integrated Advisors Network
Texas
$411K +$69.3K +548 +21%
HAG
644
HighPoint Advisor Group
Illinois
$411K +$54K +427 +18%
PCWA
645
Pacific Capital Wealth Advisors
California
$407K -$5.69K -45 -1%
PVI
646
Pine Valley Investments
New Jersey
$406K +$379 +3 +0.1%
OWP
647
Obermeyer Wealth Partners
Colorado
$402K +$23.6K +187 +6%
SEC
648
Seven Eight Capital
New York
$398K -$1.37M -10,865 -78%
AAS
649
Ameritas Advisory Services
Nebraska
$397K -$6.7K -53 -2%
MS
650
Maven Securities
Jersey
$396K +$388K +3,069 New

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.