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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
WTG
951
West Tower Group
Virginia
$12.6K +$12.9K +88 New
GFPC
952
Global Financial Private Client
Florida
$11.5K
HCM
953
Hollencrest Capital Management
California
$11.4K
PO
954
Private Ocean
California
$11.4K
EA
955
Evolution Advisers
Virginia
$11K
FMP
956
Financial Management Professionals
Texas
$11K +$881 +6 +9%
KFI
957
Key Financial Inc
Pennsylvania
$10.7K
WAM
958
Worth Asset Management
Texas
$10.3K +$10.6K +72 New
CBT
959
Central Bank & Trust
Kentucky
$10.1K
MCM
960
MV Capital Management
Maryland
$9.99K +$1.18K +8 +13%
SSB
961
Sandy Spring Bank
Maryland
$9.71K
BCM
962
Blume Capital Management
California
$8.56K
RI
963
Ridgewood Investments
New Jersey
$8.56K +$8.81K +60 New
FCAG
964
First Capital Advisors Group
New Jersey
$8.42K +$8.67K +59 New
WOSD
965
WFA of San Diego
California
$7.99K +$8.22K +56 New
EBA
966
Eagle Bay Advisors
New York
$7.85K
RA
967
Rational Advisors
New York
$7.42K
TFP
968
Tilia Fiduciary Partners
North Carolina
$7.14K
LOIM
969
Liberty One Investment Management
Illinois
$7.08K +$147 +1 +2%
GKIM
970
GW&K Investment Management
Massachusetts
$7K +$7.2K +49 New
BAAM
971
Baker Avenue Asset Management
California
$6.42K -$1.03K -7 -13%
JWA
972
JFS Wealth Advisors
Pennsylvania
$6.42K
PP
973
PFS Partners
New Jersey
$5.74K +$5.88K +40 New
AWM
974
Atticus Wealth Management
Florida
$5.71K -$9.4K -64 -62%
ATC
975
Adirondack Trust Company
New York
$5.31K

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.