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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
WHCI
751
W.H. Cornerstone Investments
Massachusetts
$262K -$33.9K -268 -12%
AWA
752
Arete Wealth Advisors
Illinois
$262K +$258K +2,037 New
FFA
753
Fortune Financial Advisors
Kansas
$261K +$27.2K +215 +12%
SAM
754
Strategy Asset Managers
California
$259K -$379 -3 -0.2%
CB
755
Community Bank
New York
$258K
SCA
756
St. Clair Advisors
Ohio
$258K
WSC
757
Wellington Shields & Co
New York
$258K
GLA
758
Great Lakes Advisors
Illinois
$255K +$35.5K +281 +17%
NS
759
NBC Securities
Alabama
$255K +$29.5K +233 +13%
CI Investments Inc
760
CI Investments Inc
Ontario, Canada
$254K +$18.1K +143 +8%
CWM
761
Cornerstone Wealth Management
Missouri
$251K +$885 +7 +0.4%
BFG
762
Bleakley Financial Group
New Jersey
$250K -$379 -3 -0.2%
SW
763
Simplicity Wealth
New Jersey
$250K -$379 -3 -0.2%
BCM
764
Brookstone Capital Management
Illinois
$250K -$17.3K -137 -7%
BSSFA
765
Baron Silver Stevens Financial Advisors
Florida
$249K +$22.8K +180 +10%
SVWAG
766
Sound View Wealth Advisors Group
Georgia
$247K +$8.35K +66 +4%
MIS
767
Morningstar Investment Services
Illinois
$245K +$240K +1,894 New
JWCA
768
J.W. Cole Advisors
Florida
$243K -$29.5K -233 -11%
NB
769
Nicolet Bankshares
Wisconsin
$242K
AWM
770
AE Wealth Management
Kansas
$241K -$21.1K -167 -8%
EFG
771
Everhart Financial Group
Ohio
$240K +$235K +1,856 New
VFA
772
Valeo Financial Advisors
Indiana
$240K +$235K +1,856 New
KP
773
Keel Point
Alabama
$238K +$213K +1,683 New
MAM
774
Mystic Asset Management
Rhode Island
$236K
MFG
775
Merit Financial Group
Georgia
$235K +$230K +1,822 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.