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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
GBT
976
Grove Bank & Trust
Florida
$5.14K -$1.91K -13 -27%
KTC
977
Kistler-Tiffany Companies
Pennsylvania
$5.14K
UIA
978
Ulland Investment Advisors
Minnesota
$5K
SWA
979
SOA Wealth Advisors
New York
$4.16K
TFGT
980
TS Financial Group (TSFG)
Illinois
$4K +$4.41K +30 New
ME
981
McIlrath & Eck
Washington
$3.85K
NRG
982
Nemes Rush Group
Michigan
$3.28K +$3.38K +23 New
JGIA
983
Jackson Grant Investment Advisers
Connecticut
$3.28K
AIC
984
Archer Investment Corporation
Indiana
$3.28K +$2.64K +18 +360%
CMBA
985
C.M. Bidwell & Associates
Hawaii
$2.71K
IPW
986
Impact Partnership Wealth
Georgia
$2.71K +$2.79K +19 New
NIC
987
Northwest Investment Counselors
Oregon
$2.57K
RAM
988
Riggs Asset Management
Pennsylvania
$2.57K +$2.64K +18 New
PFPT
989
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.43K
RWM
990
Ruedi Wealth Management
Illinois
$2.28K
MFT
991
Moisand Fitzgerald Tamayo
Florida
$2.14K
DI
992
Disciplined Investments
Oklahoma
$1.71K +$294 +2 +20%
WWM
993
Wolff Wiese Magana
California
$1.43K
Kayne Anderson Rudnick Investment Management
994
Kayne Anderson Rudnick Investment Management
California
$1.43K +$1.47K +10 New
AWM
995
Abound Wealth Management
Tennessee
$1.15K +$588 +4 +100%
WB
996
Webster Bank
Connecticut
$1.14K -$235K -1,601 -100%
CA
997
Centerpoint Advisors
Massachusetts
$1K
FRA
998
Front Row Advisors
California
$1K
TCA
999
Trifecta Capital Advisors
Illinois
$1K
AWM
1000
Avior Wealth Management
Nebraska
$856

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.