We are live on ! Find out more
AWK icon

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
SJIM
651
St. Johns Investment Management
Florida
$457K +$9.78K +69 +2%
IIA
652
ICW Investment Advisors
Arizona
$456K +$17.2K +121 +4%
OWP
653
Obermeyer Wealth Partners
Colorado
$456K
RSWM
654
Robertson Stephens Wealth Management
California
$453K -$17K -120 -4%
PVI
655
Pine Valley Investments
New Jersey
$452K -$6.81K -48 -2%
PF
656
Phoenix Financial
Israel
$450K -$53.6K -378 -11%
FHA
657
Flagship Harbor Advisors
Massachusetts
$448K -$59K -416 -12%
PP
658
Paloma Partners
Connecticut
$448K -$2.12M -14,942 -83%
ADL
659
Asset Dedication LLC
California
$447K -$335K -2,361 -44%
AF
660
Advisornet Financial
Minnesota
$445K -$150K -1,057 -26%
OQS
661
Occudo Quantitative Strategies
Florida
$444K +$430K +3,034 New
AF
662
Allworth Financial
California
$442K -$23.8K -168 -5%
IWC
663
Integrated Wealth Concepts
Massachusetts
$441K -$30.6K -216 -7%
AHB
664
Abner Herrman & Brock
New Jersey
$439K
PA
665
Prossimo Advisors
California
$436K +$422K +2,978 New
SIC
666
Sterling Investment Counsel
New York
$434K
SRL
667
Scientech Research LLC
New Jersey
$432K +$418K +2,951 New
WC
668
Woodstock Corp
Massachusetts
$428K
Kovitz Investment Group Partners
669
Kovitz Investment Group Partners
Illinois
$428K +$281K +1,982 +76%
AAS
670
Ameritas Advisory Services
Nebraska
$425K -$24K -169 -5%
SHF
671
Safe Harbor Fiduciary
Florida
$424K +$411K +2,897 New
CWA
672
CM Wealth Advisors
Ohio
$422K +$410K +2,889 New
BC
673
Belmont Capital
California
$422K
HAG
674
HighPoint Advisor Group
Illinois
$419K +$32K +226 +8%
EWM
675
Empirical Wealth Management
Washington
$419K

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.