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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
SL
976
Salomon & Ludwin
Virginia
$8.27K -$41.1K -325 -84%
BCM
977
Blume Capital Management
California
$7.75K
WWP
978
WR Wealth Planners
Missouri
$7.23K
WOSD
979
WFA of San Diego
California
$7.23K +$7.08K +56 New
FFO
980
Fortitude Family Office
Arizona
$6.84K +$6.7K +53 New
PP
981
Pingora Partners
Wyoming
$6.46K
RDFA
982
Ritter Daniher Financial Advisory
Ohio
$6.46K +$6.32K +50 New
PP
983
PFS Partners
New Jersey
$5.31K
JWA
984
JFS Wealth Advisors
Pennsylvania
$5.17K -$126 -1 -2%
AWM
985
Atticus Wealth Management
Florida
$5.17K
CIA
986
Cape Investment Advisory
Georgia
$5.04K -$4.8K -38 -49%
CAS
987
Coppell Advisory Solutions
Texas
$5.04K +$4.93K +39 New
UIA
988
Ulland Investment Advisors
Minnesota
$5K
KWAG
989
Kiely Wealth Advisory Group
North Carolina
$4.77K +$4.17K +33 New
PCMC
990
Planning Capital Management Corporation
Pennsylvania
$4.4K
PWMG
991
Private Wealth Management Group
New Jersey
$4.39K +$2.91K +23 +209%
WAG
992
Wiser Advisor Group
Arizona
$4.23K +$126 +1 +3%
CMP
993
Coston McIsaac & Partners
Maine
$4K
TFGT
994
TS Financial Group (TSFG)
Illinois
$4K
RTL
995
Red Tortoise LLC
Georgia
$3.75K
CCM
996
Chilton Capital Management
Texas
$3.75K +$3.67K +29 New
UWS
997
Unique Wealth Strategies
Illinois
$3.67K +$3.79K +30 New
ME
998
McIlrath & Eck
Washington
$3.49K
TAM
999
Tucker Asset Management
Colorado
$3.49K
AWM
1000
Avior Wealth Management
Nebraska
$3.36K -$21.4K -169 -87%

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.