We are live on ! Find out more
AWK icon

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
AQR Capital Management
101
AQR Capital Management
Connecticut
$28M -$1.72M -11,730 -6%
Prudential Financial
102
Prudential Financial
New Jersey
$27.2M -$35.7M -242,852 -56%
First Manhattan
103
First Manhattan
New York
$27.2M -$427K -2,910 -2%
RJA
104
Raymond James & Associates
Florida
$27M +$595K +4,052 +2%
Russell Investments Group
105
Russell Investments Group
United Kingdom
$27M +$5.74M +39,054 +26%
Korea Investment Corp
106
Korea Investment Corp
South Korea
$26.8M +$4.46M +30,349 +19%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$26.5M +$253K +1,721 +0.9%
NEI
108
Northwest & Ethical Investments
Ontario, Canada
$25.8M -$2.53M -17,257 -9%
AAIS
109
ABN AMRO Investment Solutions
$25.4M +$2.13M +14,493 +9%
Aberdeen Group
110
Aberdeen Group
United Kingdom
$25M +$1.52M +10,366 +6%
LA
111
LBP AM
France
$24.8M -$570K -3,884 -2%
VCM
112
Vigilant Capital Management
Maine
$24.5M +$554K +3,773 +2%
UM
113
UniSuper Management
Australia
$24.4M +$25.1M +170,843 New
Mitsubishi UFJ Asset Management
114
Mitsubishi UFJ Asset Management
Japan
$23.7M +$2.03M +13,809 +9%
WIM
115
Waverton Investment Management
United Kingdom
$23.4M +$4.89M +33,294 +25%
SYBT
116
Stock Yards Bank & Trust
Kentucky
$23.3M -$61.8K -421 -0.3%
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$23M +$677K +4,609 +3%
AAM
118
Aureus Asset Management
Massachusetts
$22.7M -$3.57M -24,315 -13%
Cerity Partners
119
Cerity Partners
New York
$21.8M -$446K -3,035 -2%
Schroder Investment Management Group
120
Schroder Investment Management Group
United Kingdom
$21.8M +$2.91M +19,822 +15%
NIG
121
NFJ Investment Group
Texas
$21.3M -$10.1K -69 -0%
WF
122
Welch & Forbes
Massachusetts
$20.6M -$337K -2,292 -2%
National Bank of Canada
123
National Bank of Canada
Quebec, Canada
$20.5M +$18.2M +123,959 +602%
CTB
124
Country Trust Bank
Illinois
$20.4M -$537K -3,657 -2%
PI
125
PGGM Investments
Netherlands
$20.4M -$397K -2,706 -2%

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.