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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
LSAG
776
Lake Street Advisors Group
New Hampshire
$230K +$7.21K +57 +3%
CW
777
CIC Wealth
Maryland
$229K -$5.82K -46 -3%
VBCG
778
Valley Brook Capital Group
Pennsylvania
$226K
DFG
779
Delta Financial Group
New Jersey
$226K +$221K +1,746 New
Fisher Asset Management
780
Fisher Asset Management
Washington
$226K +$221K +1,749 New
HKAM
781
Horizon Kinetics Asset Management
New York
$226K
RCAG
782
Rehmann Capital Advisory Group
Michigan
$224K +$219K +1,731 New
GRP
783
Global Retirement Partners
California
$223K +$70.4K +557 +48%
ACA
784
Aptus Capital Advisors
Alabama
$223K +$218K +1,724 New
TCOV
785
Trust Company of Vermont
Vermont
$222K -$16.8K -133 -7%
BA
786
Bridgewater Associates
Connecticut
$221K -$708K -5,599 -77%
PAA
787
Peregrine Asset Advisers
Oregon
$220K
BWM
788
Blossom Wealth Management
California
$219K +$214K +1,695 New
BFIM
789
Beese Fulmer Investment Management
Ohio
$219K
SP
790
Symmetry Partners
Connecticut
$218K
OFS
791
OneAscent Financial Services
Alabama
$214K +$210K +1,657 New
AP
792
Adero Partners
California
$214K +$209K +1,654 New
FCP
793
Fidelis Capital Partners
Florida
$212K +$186K +1,473 New
NIA
794
NIA Impact Advisors
California
$211K -$12.6K -100 -6%
MCWS
795
McKinley Carter Wealth Services
West Virginia
$211K +$206K +1,632 New
PRC
796
Pearl River Capital
Michigan
$210K +$205K +1,625 New
JF
797
Jump Financial
Illinois
$209K -$5.3M -41,934 -96%
FAFTFSNP
798
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$209K +$204K +1,615 New
TSW
799
Thompson Siegel & Walmsley
Virginia
$209K +$204K +1,616 New
PWAM
800
Pinnacle West Asset Management
Wyoming
$209K +$205K +1,620 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.