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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
SIG
676
Sargent Investment Group
Maryland
$349K +$342K +2,704 New
AAM
677
Advisors Asset Management
Colorado
$349K -$10.7K -85 -3%
AO
678
Advisor OS
Illinois
$345K -$73.3K -580 -18%
SMA
679
Sage Mountain Advisors
Georgia
$345K +$338K +2,671 New
FGA
680
Fortis Group Advisors
New Jersey
$337K -$13.3K -105 -4%
IFG
681
Independent Financial Group
California
$337K +$24.7K +195 +8%
Kovitz Investment Group Partners
682
Kovitz Investment Group Partners
Illinois
$336K -$51.5K -407 -14%
NRS
683
Neville Rodie & Shaw
New York
$336K
KIA
684
KCM Investment Advisors
California
$336K -$55K -435 -14%
SA
685
SpiderRock Advisors
Delaware
$335K -$848K -6,702 -72%
SC
686
Savant Capital
Illinois
$335K +$328K +2,594 New
TIAA Trust, National Association
687
TIAA Trust, National Association
North Carolina
$331K -$44.8K -354 -12%
STA
688
Summit Trail Advisors
New York
$330K +$47.3K +374 +17%
CFG
689
Carr Financial Group
Massachusetts
$329K +$885 +7 +0.3%
PSB
690
Piscataqua Savings Bank
New Hampshire
$329K
ONB
691
Old National Bancorp
Indiana
$328K -$33.9K -268 -10%
MA
692
MJP Associates
Connecticut
$325K +$12.9K +102 +4%
KWM
693
Keebeck Wealth Management
Illinois
$323K
BC
694
Barrett & Company
Rhode Island
$322K -$11.9K -94 -4%
BTWM
695
Baker Tilly Wealth Management
Wisconsin
$322K -$60.3K -477 -16%
FFN
696
Focus Financial Network
Minnesota
$316K +$1.64K +13 +0.6%
MSFS
697
Main Street Financial Solutions
Pennsylvania
$315K +$309K +2,443 New
DWA
698
Douglass Winthrop Advisors
New York
$312K
ET
699
Entropy Technologies
New York
$311K -$3.94M -31,143 -93%
PCA
700
Peddock Capital Advisors
Massachusetts
$311K +$48.2K +381 +19%

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.