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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
KWM
626
Kingsview Wealth Management
Oregon
$503K -$1.7K -12 -0.3%
MRCM
627
M&R Capital Management
New Jersey
$502K -$21.3K -150 -4%
SC
628
SouthState Corp
Florida
$495K -$14.2K -100 -3%
SHFA
629
SC&H Financial Advisors
Maryland
$494K
D
630
Diversified
Delaware
$493K +$7.37K +52 +2%
DE
631
Diversified Enterprises
Delaware
$493K +$478K +3,372 New
RFA
632
Resurgent Financial Advisors
Georgia
$492K +$83.4K +588 +21%
SG
633
StoneX Group
New York
$489K +$61.8K +436 +15%
BOS
634
Bank of Stockton
California
$487K -$51.5K -363 -10%
SFA
635
Sequoia Financial Advisors
Ohio
$486K +$54.3K +383 +13%
BHWM
636
Bar Harbor Wealth Management
New Hampshire
$484K
PIM
637
Penobscot Investment Management
Massachusetts
$484K -$146K -1,030 -24%
ACM
638
Advisors Capital Management
New Jersey
$483K -$37.1K -262 -7%
WPW
639
Waldron Private Wealth
Pennsylvania
$478K +$4.11K +29 +0.9%
HIM
640
Harbour Investment Management
Washington
$477K -$7.09K -50 -2%
AIM
641
Anchor Investment Management
South Carolina
$476K -$54.4K -384 -11%
IAN
642
Integrated Advisors Network
Texas
$473K +$7.66K +54 +2%
RWM
643
Ritholtz Wealth Management
New York
$471K +$43.4K +306 +10%
CA
644
Commerzbank Aktiengesellschaft
Germany
$471K +$44.4K +313 +11%
ARMT
645
Amica Retiree Medical Trust
Rhode Island
$471K +$457K +3,222 New
RPCONE
646
Retirement Planning Company of New England
Rhode Island
$470K -$13.9K -98 -3%
CCIA
647
Campbell & Co Investment Adviser
Maryland
$467K +$452K +3,191 New
FCBT
648
First Citizens Bank & Trust
North Carolina
$461K +$31.2K +220 +7%
PCWA
649
Pacific Capital Wealth Advisors
California
$460K
CG
650
Caprock Group
Idaho
$458K -$57.3K -404 -11%

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.