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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
SSG
901
Summit Securities Group
New York
$36K -$18.4K -125 -33%
EWA
902
EverSource Wealth Advisors
Alabama
$34.5K -$294 -2 -0.8%
TWM
903
Tradition Wealth Management
Minnesota
$34K -$6.9K -47 -16%
OP
904
ORG Partners
Indiana
$33.6K +$34.4K +234 New
FGAM
905
Financial Gravity Asset Management
Texas
$32.4K -$441 -3 -2%
GI
906
Gradient Investments
Minnesota
$32.1K +$6.61K +45 +25%
QL
907
Quarry LP
New York
$31.4K +$32.3K +220 New
RWPA
908
Richard W. Paul & Associates
Michigan
$29.3K
TSWM
909
Tyler-Stone Wealth Management
Ohio
$29K +$29.4K +200 New
DJSG
910
D.J. St. Germain
Massachusetts
$28.6K +$29.4K +200 New
FA
911
Fiduciary Alliance
South Carolina
$27.3K +$28.1K +191 New
DMBA
912
Deseret Mutual Benefit Administrators
Utah
$27.1K
TFM
913
TFC Financial Management
Massachusetts
$27.1K
C
914
Covestor
United Kingdom
$27K +$2.35K +16 +9%
TH
915
TCTC Holdings
Texas
$25.7K
AW
916
Avion Wealth
Texas
$25K +$26.3K +179 New
SIS
917
Strategic Investment Solutions
Illinois
$22.1K
FFC
918
First Financial Corp
Indiana
$22K +$13.2K +90 +141%
NCM
919
Northwest Capital Management
Oregon
$21.8K +$22.5K +153 New
ACM
920
Antonetti Capital Management
Florida
$21.6K
FPB
921
First PREMIER Bank
South Dakota
$21K
TWP
922
TFO Wealth Partners
Ohio
$21K +$21.6K +147 New
CWA
923
Carolina Wealth Advisors
South Carolina
$20.8K
FCG
924
Financial Connections Group
California
$20K
PCFFS
925
Pacific Center for Financial Services
California
$20K

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.