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American Water Works

1,005 hedge funds and large institutions have $24.2B invested in American Water Works in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 372 increasing their positions, 346 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $60.7M | Put options by funds: $32.7M

8% more repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 346

0.61% more ownership

Funds ownership: 85.92%86.53% (+0.61%)

2% less capital invested

Capital invested by funds: $24.6B → $24.2B (-$434M)

6% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 82

2% less funds holding

Funds holding: 1,0221,005 (-17)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
1,005
Holders Change
-17
Holders Change %
-1.66%
% of All Funds
15.78%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
77
Increased
372
Reduced
346
Closed
82
Calls
$60.7M
Puts
$32.7M
Net Calls
+$28M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
APW
851
Atlantic Private Wealth
North Carolina
$89K +$441 +3 +0.5%
AA
852
Alta Advisers
United Kingdom
$85.7K
AIM
853
Achmea Investment Management
Netherlands
$85K +$31.9K +217 +57%
CAL
854
Capital Advisors Ltd
Ohio
$85K +$57.9K +394 +195%
IGWM
855
ICA Group Wealth Management
Colorado
$83.8K -$4.26K -29 -5%
LFG
856
Larson Financial Group
Missouri
$82.7K +$38.8K +264 +84%
CB
857
CNB Bank
Pennsylvania
$79.9K
OPTFSNA
858
Old Point Trust & Financial Services N A
Virginia
$79.5K +$81.8K +557 New
AssetMark Inc
859
AssetMark Inc
California
$78.1K +$18.7K +127 +30%
QC
860
Quent Capital
New York
$78K
MAWCM
861
Mine & Arao Wealth Creation & Management
California
$76.5K -$588 -4 -0.7%
CWP
862
Concord Wealth Partners
Virginia
$71.4K
MMG
863
Monetary Management Group
Missouri
$71.4K
BCMLT
864
Beacon Capital Management LLC (Tennessee)
Tennessee
$69.8K +$1.91K +13 +3%
NFSG
865
Newbridge Financial Services Group
Florida
$66.5K -$8.37K -57 -11%
HI
866
Hoey Investments
Pennsylvania
$65.7K
WPA
867
West Paces Advisors
Georgia
$65.7K
KFS
868
Kelly Financial Services
Massachusetts
$65.7K +$3.82K +26 +6%
VNA
869
Valley National Advisers
Pennsylvania
$65K -$2.06K -14 -3%
HI
870
Harbour Investments
Wisconsin
$64.5K -$11.5K -78 -15%
CCM
871
Copeland Capital Management
Pennsylvania
$64.2K
AAP
872
Arax Advisory Partners
Colorado
$62K +$3.97K +27 +7%
WP
873
WealthPLAN Partners
Nebraska
$61.5K
CWC
874
Carolinas Wealth Consulting
North Carolina
$61.1K
Simplex Trading
875
Simplex Trading
Illinois
$61K -$568K -3,864 -90%

AWK Hedge Fund Activity: Q2 2023 in Review

1,005 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in American Water Works (AWK) for Q2 2023, worth a combined $24.2B — down 1.8% from $24.6B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of AWK and 77 opened new positions — a net loss of 5 holders — while 346 trimmed existing stakes and 372 added.

The largest buyer was Amundi, adding an estimated $117M. The largest seller was Zimmer Partners, cutting an estimated $104M.

  • 1,005 institutional investors held American Water Works (AWK) as of Q2 2023, down from 1,022 in Q1 2023.
  • Funds reported $24.2B of American Water Works stock for Q2 2023, down 1.8% quarter-over-quarter.
  • 77 funds opened new American Water Works positions in Q2 2023 and 82 closed out, a net change of -5 holders.
  • The largest American Water Works buyer in Q2 2023 was Amundi, an estimated $117M added.
  • The largest American Water Works seller in Q2 2023 was Zimmer Partners, an estimated $104M sold.

Based on aggregated 13F filings for Q2 2023.