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American Water Works
AWK

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: 7 → 9 (+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: 1,033 → 1,066 (+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

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$187M
2
IAIM
International Assets Investment Management
Florida
+$75.8M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$54.6M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$52.9M
5
ZP
Zimmer Partners
New York
+$42.5M

Top Sellers

Rank Fund Capital Flow
1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$174M
2
BlackRock
BlackRock
New York
-$110M
3
Invesco
Invesco
Georgia
-$105M
4
Amundi
Amundi
France
-$71.5M
5
NI
Nuance Investments
Missouri
-$71.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
1026
Financial Management Professionals
Texas
$5K +$567 +4 +15%
AA
1027
Addison Advisors
Vermont
$4.97K +$4.82K +34 New
WAG
1028
Wiser Advisor Group
Arizona
$4.81K – – –
KWAG
1029
Kiely Wealth Advisory Group
North Carolina
$4.38K – – –
CCM
1030
Chilton Capital Management
Texas
$4.24K – – –
RTL
1031
Red Tortoise LLC
Georgia
$4.24K – – –
PMFA
1032
Plante Moran Financial Advisors
Michigan
$4.09K +$425 +3 +12%
ME
1033
McIlrath & Eck
Washington
$3.95K – – –
TAM
1034
Tucker Asset Management
Colorado
$3.95K – – –
AP
1035
Aspect Partners
Virginia
$3.8K – – –
KA
1036
Kozak & Associates
Colorado
$3.71K +$3.69K +26 New
IAIM
1037
International Assets Investment Management
Florida
$3.68K +$75.8M +534,411 +14,944%
AIC
1038
Archer Investment Corporation
Indiana
$3.36K – – –
CSWM
1039
Cassady Schiller Wealth Management
Ohio
$3.07K – – –
HGERS
1040
Householder Group Estate & Retirement Specialist
Arizona
$3K – – –
AW
1041
Avion Wealth
Texas
$3K +$425 +3 +13%
LOIM
1042
Liberty One Investment Management
Illinois
$2.83K -$14.6K -103 -84%
MSG
1043
Main Street Group
Virginia
$2.78K – – –
FC
1044
Fairscale Capital
New Hampshire
$2.63K – – –
GFL
1045
Granite FO LLC
New Hampshire
$2.63K +$2.55K +18 New
ITIM
1046
Indiana Trust & Investment Management
Indiana
$2.63K +$2.55K +18 New
RWM
1047
Ruedi Wealth Management
Illinois
$2.34K -$567 -4 -20%
PPA
1048
Painted Porch Advisors
California
$2.19K – – –
RS
1049
Rakuten Securities
Japan
$1.9K – – –
DPW
1050
DiNuzzo Private Wealth
Pennsylvania
$1.75K – – –
40 41
42
43 44

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.