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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
AAG
926
Armstrong Advisory Group
Massachusetts
$20.3K -$26.7K -211 -57%
BIA
927
Bell Investment Advisors
California
$20.3K +$8.6K +68 +76%
BGAI
928
Bruce G. Allen Investments
Colorado
$20.1K -$885 -7 -4%
EWA
929
EverSource Wealth Advisors
Alabama
$19.1K +$379 +3 +2%
RA
930
Rise Advisors
New York
$18.6K +$126 +1 +0.7%
DMBA
931
Deseret Mutual Benefit Administrators
Utah
$18.2K
PCFFS
932
Pacific Center for Financial Services
California
$18.1K
FCG
933
Financial Connections Group
California
$18K
VWM
934
Valley Wealth Managers
New Jersey
$16.8K +$16.4K +130 New
FMII
935
Farmers & Merchants Investments Inc
Nebraska
$16.4K -$16.1K -127 -50%
FPF
936
First Pacific Financial
Washington
$16K
LOIM
937
Liberty One Investment Management
Illinois
$16K -$759 -6 -5%
BFP
938
Briaud Financial Planning
Texas
$16K
CAM
939
Close Asset Management
United Kingdom
$16K
C
940
Covestor
United Kingdom
$16K +$126 +1 +0.8%
SSB
941
Sandy Spring Bank
Maryland
$15.6K +$6.7K +53 +78%
CCA
942
Catalyst Capital Advisors
New York
$15.1K -$3.16K -25 -18%
MRC
943
Millburn Ridgefield Corp
New York
$15.1K -$3.16K -25 -18%
CFD
944
Creative Financial Designs
Indiana
$14.8K +$126 +1 +0.9%
CP
945
Castleview Partners
Texas
$13.8K
TWP
946
Triad Wealth Partners
Kansas
$13.8K +$13.5K +107 New
CSC
947
Caldwell Sutter Capital
California
$13.7K -$7.59K -60 -36%
PA
948
Pineridge Advisors
Missouri
$13.7K +$4.68K +37 +54%
RBC
949
Roble Belko & Company
Pennsylvania
$13K
BL
950
BFSG LLC
California
$12.9K

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.