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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
BLC
901
Brown, Lisle/Cummings
Rhode Island
$36.3K
PP
902
Pacifica Partners
Canada
$34.4K +$2.4K +19 +8%
CTC
903
Cetera Trust Company
Minnesota
$32.3K -$6.32K -50 -17%
GWP
904
Gen-Wealth Partners
Michigan
$31.6K -$89.7K -709 -74%
OP
905
ORG Partners
Indiana
$30.1K +$29.6K +234 New
CT
906
Colonial Trust
South Carolina
$29.3K -$5.06K -40 -15%
TFM
907
TFC Financial Management
Massachusetts
$28.9K +$126 +1 +0.4%
MCM
908
MV Capital Management
Maryland
$28.4K +$4.93K +39 +22%
DJSG
909
D.J. St. Germain
Massachusetts
$27.5K
VCM
910
Versant Capital Management
Arizona
$27.4K -$48.4K -383 -64%
RWPA
911
Richard W. Paul & Associates
Michigan
$26.5K
HDIM
912
Hanson & Doremus Investment Management
Vermont
$26K
RA
913
Ransom Advisory
Rhode Island
$26K
CFFP
914
Center for Financial Planning
Michigan
$25.8K
KFI
915
Key Financial Inc
Pennsylvania
$25.8K
TSWM
916
Tyler-Stone Wealth Management
Ohio
$25.8K
SIS
917
Strategic Investment Solutions
Illinois
$25.4K +$19K +150 New
LIA
918
Lynx Investment Advisory
District of Columbia
$24.4K +$23.9K +189 New
GJWM
919
Gilliland Jeter Wealth Management
Arkansas
$24K
POIA
920
Pin Oak Investment Advisors
Texas
$24K +$23.4K +185 New
TH
921
TCTC Holdings
Texas
$23.2K
IUHSA
922
Itau Unibanco Holding S.A.
Brazil
$23K +$22.5K +178 New
BCMLT
923
Beacon Capital Management LLC (Tennessee)
Tennessee
$22.7K
GI
924
Gradient Investments
Minnesota
$21.4K +$6.7K +53 +47%
TCM
925
TruNorth Capital Management
Michigan
$20.5K +$20.1K +159 New

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.