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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
JWM
801
Jeppson Wealth Management
California
$208K -$6.32K -50 -3%
CCG
802
Catalina Capital Group
California
$207K +$203K +1,602 New
GM
803
GeoWealth Management
Illinois
$206K +$202K +1,594 New
LIM
804
Longfellow Investment Management
Massachusetts
$205K +$1.26K +10 +0.6%
PTC
805
Private Trust Company
Ohio
$203K -$8.73K -69 -4%
TP
806
Tranquility Partners
Tennessee
$202K +$198K +1,565 New
CD
807
Chapin Davis
Maryland
$202K +$198K +1,562 New
FHA
808
First Horizon Advisors
Tennessee
$201K +$14.9K +118 +8%
MA
809
Montag & Associates
Georgia
$199K +$4.93K +39 +3%
Walleye Trading
810
Walleye Trading
New York
$190K +$186K +1,473 New
LC
811
Lindbrook Capital
California
$180K -$12.1K -96 -6%
LFG
812
Larson Financial Group
Missouri
$179K +$111K +879 +172%
QCG
813
Quadrant Capital Group
Ohio
$177K -$4.8K -38 -3%
ZB
814
Zions Bancorporation
Utah
$176K -$70.6K -558 -29%
JFA
815
JNBA Financial Advisors
Minnesota
$174K
SOAMC
816
Spirit of America Management Corp
New York
$174K +$19K +150 +13%
ST
817
Smithfield Trust
Pennsylvania
$170K +$2.4K +19 +1%
TFIPS
818
Towarzystwo Funduszy Inwestycyjnych PZU SA
$165K +$25.3K +200 +19%
SS
819
Sunbelt Securities
Texas
$165K -$32.4K -256 -17%
LI
820
LRI Investments
Florida
$165K +$161K +1,276 New
IA
821
IFP Advisors
Florida
$163K -$121K -956 -43%
T
822
TOBAM
France
$156K -$109K -860 -42%
GG
823
Gleason Group
Kentucky
$153K +$885 +7 +0.6%
AIM
824
Arcadia Investment Management
Michigan
$148K
First Eagle Investment Management
825
First Eagle Investment Management
New York
$148K +$2.66K +21 +2%

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.