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.
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: 1,037 → 1,033 (-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: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aristotle Capital Management
Los Angeles,
California
|
+$873M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
+$240M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$73.3M |
| 4 |
Goldman Sachs
New York
|
+$60.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$59.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$176M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$112M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$108M |
| 4 |
Renaissance Technologies
New York
|
-$91.7M |
| 5 |
D.E. Shaw & Co
New York
|
-$68.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NIC
1126
Northwest Investment Counselors
Lake Oswego,
Oregon
| – | -$2.2K | -18 | Closed |
|
|
PVH
1127
Psagot Value Holdings
Tel Aviv,
Israel
| – | -$2K | -17 | Closed |
|
|
BWL
1128
Bogart Wealth LLC
Mclean,
Virginia
| – | -$1.83K | -15 | Closed |
|
|
CWAF
1129
Core Wealth Advisors (Florida)
Lakeland,
Florida
| – | -$1.73K | -14 | Closed |
|
1130
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$1.22K | -10 | Closed |
|
|
CPA
1131
Clear Point Advisors
Melville,
New York
| – | -$621 | -5 | Closed |
|
|
JPWM
1132
Jamison Private Wealth Management
Milton,
Georgia
| – | -$612 | -5 | Closed |
|
|
WWM
1133
Wolff Wiese Magana
Carslbad,
California
| – | -$612 | -5 | Closed |
|
|
TFA
1134
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$1K | -1 | Closed |
|
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.