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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
CT
851
Caldwell Trust
Florida
$94K
GWM
852
Geneos Wealth Management
Colorado
$93.7K +$14.8K +117 +19%
QC
853
Quent Capital
New York
$91.4K -$33.4K -264 -27%
OCM
854
Orion Capital Management
California
$90.4K
CC
855
Cultivar Capital
Texas
$84K +$82.2K +650 New
APW
856
Atlantic Private Wealth
North Carolina
$82.3K +$379 +3 +0.5%
FCA
857
FinTrust Capital Advisors
South Carolina
$81.2K +$1.64K +13 +2%
AA
858
Alta Advisers
United Kingdom
$77.5K
AGWCA
859
Annis Gardner Whiting Capital Advisors
Florida
$76.6K +$2.91K +23 +4%
PFBT
860
Parkside Financial Bank & Trust
Missouri
$75K -$2.15K -17 -3%
CB
861
CNB Bank
Pennsylvania
$74.9K
CPG
862
Cornerstone Planning Group
New Jersey
$73.5K +$65.1K +515 New
OLVIG
863
Oliver Lagore Vanvalin Investment Group
Michigan
$73.1K -$18.8K -149 -21%
OPTFSNA
864
Old Point Trust & Financial Services N A
Virginia
$71.9K
TFF
865
The Family Firm
Maryland
$71.1K +$69.7K +551 New
VNA
866
Valley National Advisers
Pennsylvania
$67K +$1.26K +10 +2%
CWP
867
Concord Wealth Partners
Virginia
$64.6K
LFA
868
Legend Financial Advisors
Pennsylvania
$64.6K
MMG
869
Monetary Management Group
Missouri
$64.6K
VWM
870
Venturi Wealth Management
Texas
$63K -$112K -888 -65%
BTI
871
Blue Trust Inc
Georgia
$62.1K +$26.2K +207 +69%
CFO
872
CVA Family Office
Colorado
$61.5K +$4.55K +36 +8%
WPA
873
West Paces Advisors
Georgia
$59.4K
KFS
874
Kelly Financial Services
Massachusetts
$56.1K
CWC
875
Carolinas Wealth Consulting
North Carolina
$55.1K +$2.02K +16 +4%

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.