We are live on ! Find out more
AWK icon

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
SIC
876
SJS Investment Consulting
Ohio
$58.7K +$441 +3 +0.7%
CA
877
Crewe Advisors
Utah
$58.5K -$8.67K -59 -13%
IUHSA
878
Itau Unibanco Holding S.A.
Brazil
$58.4K -$3.23K -22 -5%
CAC
879
Core Alternative Capital
Georgia
$58.1K +$11.5K +78 +24%
DAC
880
Dividend Assets Capital
South Carolina
$56K -$136K -925 -70%
VC
881
Vestor Capital
Illinois
$56K +$4.55K +31 +9%
EIM
882
Essex Investment Management
Massachusetts
$55.7K
SWM
883
Sugarloaf Wealth Management
Georgia
$54.8K
PGAM
884
Princeton Global Asset Management
New Jersey
$54.2K
FMTCOCP
885
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$53K
AAG
886
Armstrong Advisory Group
Massachusetts
$52.5K
OC
887
Oakworth Capital
Alabama
$49.1K +$8.96K +61 +22%
BTI
888
Blue Trust Inc
Georgia
$45K -$11.3K -77 -20%
CAL
889
Capital Analysts LLC
Pennsylvania
$45K +$5.88K +40 +14%
WBC
890
West Branch Capital
Massachusetts
$44.7K
CT
891
Clearstead Trust
Maine
$43.7K -$209K -1,425 -83%
CSB
892
City State Bank
Iowa
$43K
SOAMC
893
Spirit of America Management Corp
New York
$42.8K +$14.7K +100 +50%
AWM
894
Ameliora Wealth Management
Switzerland
$42.4K
PG
895
Prostatis Group
Maryland
$42.3K +$2.98M +20,283 New
PCTC
896
Perkins Coie Trust Company
Washington
$42K
BLC
897
Brown, Lisle/Cummings
Rhode Island
$40.1K
GWS
898
Glassman Wealth Services
Virginia
$39.3K +$1.18K +8 +3%
AWM
899
Avondale Wealth Management
Texas
$38.1K
CFO
900
CVA Family Office
Colorado
$37.8K

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.