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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
EARNEST Partners
926
EARNEST Partners
Georgia
$19.8K
TIM
927
Tortoise Investment Management
New York
$19.8K
CP
928
Castleview Partners
Texas
$19.3K
BWA
929
BDO Wealth Advisors
Florida
$19.3K +$6.61K +45 +50%
CFD
930
Creative Financial Designs
Indiana
$18.6K
PWMG
931
Prestige Wealth Management Group
New Jersey
$18.1K
FMII
932
Farmers & Merchants Investments Inc
Nebraska
$18.1K +$441 +3 +2%
CAM
933
Close Asset Management
United Kingdom
$18K
CSC
934
Caldwell Sutter Capital
California
$17.1K
CWA
935
Clearview Wealth Advisors
Oregon
$16.1K
GA
936
GoalVest Advisory
New York
$15.7K
HIA
937
Harbor Investment Advisory
Maryland
$15.7K
TAM
938
Tucker Asset Management
Colorado
$15.6K
BIA
939
Bell Investment Advisors
California
$14.8K +$4.55K +31 +42%
IBOK
940
Independence Bank of Kentucky
Kentucky
$14.8K +$7.34K +50 +93%
NBT
941
Northwest Bank & Trust
Iowa
$14.3K +$14.7K +100 New
SGC
942
Slocum, Gordon & Co
Rhode Island
$14.3K +$14.7K +100 New
RBC
943
Roble Belko & Company
Pennsylvania
$14K
SIS
944
Sound Income Strategies
Florida
$13.9K +$147 +1 +1%
EL
945
EMFO LLC
Florida
$13.1K
MA
946
MCF Advisors
Kentucky
$13K +$147 +1 +1%
Loomis, Sayles & Company
947
Loomis, Sayles & Company
Massachusetts
$13K -$3.82K -26 -22%
RTC
948
Riverview Trust Company
Washington
$12.8K +$13.2K +90 New
GCM
949
Gables Capital Management
Florida
$12.7K
HS
950
Horan Securities
United States
$12.7K

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.