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American Water Works

1,066 hedge funds and large institutions have $25B invested in American Water Works in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 368 increasing their positions, 372 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 66

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

25% more call options, than puts

Call options by funds: $40.9M | Put options by funds: $32.6M

13% more capital invested

Capital invested by funds: $22.2B → $25B (+$2.9B)

3% more funds holding

Funds holding: 1,0331,066 (+33)

0.24% more ownership

Funds ownership: 88.09%88.33% (+0.24%)

1% less repeat investments, than reductions

Existing positions increased: 368 | Existing positions reduced: 372

Holders
1,066
Holders Change
+33
Holders Change %
+3.19%
% of All Funds
15.31%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
110
Increased
368
Reduced
372
Closed
66
Calls
$40.9M
Puts
$32.6M
Net Calls
+$8.3M
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
WOSD
1001
WFA of San Diego
California
$8.19K
CMBA
1002
C.M. Bidwell & Associates
Hawaii
$8.19K +$5.25K +37 +195%
PFG
1003
Peterson Financial Group
Iowa
$8.18K +$7.94K +56 New
FFO
1004
Fortitude Family Office
Arizona
$7.75K
BGA
1005
Battery Global Advisors
Massachusetts
$7.69K +$7.51K +53 New
TCM
1006
Tributary Capital Management
Nebraska
$7.46K -$314K -2,215 -98%
PP
1007
Pingora Partners
Wyoming
$7.31K
RDFA
1008
Ritter Daniher Financial Advisory
Ohio
$7.31K
EC
1009
Elequin Capital
New York
$7.31K +$7.09K +50 New
NIC
1010
Northwest Investment Counselors
Oregon
$7.02K +$6.81K +48 New
RFG
1011
REAP Financial Group
Texas
$6.88K +$6.66K +47 New
JWA
1012
JFS Wealth Advisors
Pennsylvania
$6.87K +$992 +7 +18%
1IA
1013
1620 Investment Advisors
Massachusetts
$6.44K +$6.24K +44 New
AWM
1014
Avior Wealth Management
Nebraska
$6.14K +$2.27K +16 +62%
PP
1015
PFS Partners
New Jersey
$6.04K
CPG
1016
Cornerstone Planning Group
New Jersey
$5.97K -$66.8K -471 -91%
RWM
1017
Reston Wealth Management
Virginia
$5.92K +$5.67K +40 New
PPC
1018
Park Place Capital
Alabama
$5.85K -$6.38K -45 -53%
AWM
1019
Atticus Wealth Management
Florida
$5.85K
DF
1020
Dunhill Financial
United Kingdom
$5.71K +$2.84K +20 +105%
CIA
1021
Cape Investment Advisory
Georgia
$5.7K
CAS
1022
Coppell Advisory Solutions
Texas
$5.65K
PWMG
1023
Private Wealth Management Group
New Jersey
$5.12K +$142 +1 +3%
PCMC
1024
Planning Capital Management Corporation
Pennsylvania
$5.01K
UIA
1025
Ulland Investment Advisors
Minnesota
$5K

AWK Hedge Fund Activity: Q3 2024 in Review

1,066 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in American Water Works (AWK) for Q3 2024, worth a combined $25B — up 13% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new AWK positions and 66 closed out — a net gain of 44 holders — while 368 added to existing stakes and 372 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $187M. The largest seller was Impax Asset Management Group, cutting an estimated $174M.

  • 1,066 institutional investors held American Water Works (AWK) as of Q3 2024, up from 1,033 in Q2 2024.
  • Funds reported $25B of American Water Works stock for Q3 2024, up 13% quarter-over-quarter.
  • 110 funds opened new American Water Works positions in Q3 2024 and 66 closed out, a net change of +44 holders.
  • The largest American Water Works buyer in Q3 2024 was Victory Capital Management, an estimated $187M added.
  • The largest American Water Works seller in Q3 2024 was Impax Asset Management Group, an estimated $174M sold.

Based on aggregated 13F filings for Q3 2024.