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
VOYA Investment Management
176
VOYA Investment Management
Georgia
$10.7M -$126K -858 -1%
WT
177
Whittier Trust
California
$10.6M -$469K -3,192 -4%
Empower Advisory Group
178
Empower Advisory Group
Colorado
$10.2M -$2.05M -13,961 -16%
II
179
IFM Investors
Australia
$10.2M +$2.81M +19,153 +37%
SAM
180
Silvercrest Asset Management
New York
$9.73M -$239K -1,626 -2%
EDRH
181
Edmond de Rothschild Holding
Switzerland
$9.57M -$1.23M -8,399 -11%
PGFC
182
Peapack-Gladstone Financial Corp
New Jersey
$9.39M +$202K +1,377 +2%
FPFS
183
First Personal Financial Services
North Carolina
$9.31M +$93K +633 +1%
Natixis Advisors
184
Natixis Advisors
Massachusetts
$9.16M +$364K +2,478 +4%
Jane Street
185
Jane Street
New York
$8.81M -$4.12M -28,081 -31%
JWM
186
JGP Wealth Management
Oregon
$8.8M +$222K +1,511 +3%
AAP
187
Aristotle Atlantic Partners
Florida
$8.4M +$1.75M +11,907 +25%
Mirae Asset Global Investments
188
Mirae Asset Global Investments
South Korea
$8.4M -$396K -2,694 -4%
M
189
Mirova
France
$8.4M -$436K -2,967 -5%
ASRS
190
Arizona State Retirement System
Arizona
$7.94M +$880K +5,992 +12%
FNC
191
First National Corp
Massachusetts
$7.86M +$490K +3,336 +6%
US Bancorp
192
US Bancorp
Minnesota
$7.73M -$120K -816 -1%
WSFS
193
Wilmington Savings Fund Society
Delaware
$7.73M -$608K -4,139 -7%
Janus Henderson Group
194
Janus Henderson Group
United Kingdom
$7.72M +$3.85M +26,229 +94%
SOMRS
195
State of Michigan Retirement System
Michigan
$7.64M +$73.4K +500 +0.9%
T. Rowe Price Investment Management
196
T. Rowe Price Investment Management
Maryland
$7.63M +$532K +3,619 +7%
CCB
197
Cutter & Co Brokerage
Missouri
$7.6M +$56.7K +386 +0.7%
AIG
198
American International Group
New York
$7.55M +$48.5K +330 +0.6%
DnB Asset Management
199
DnB Asset Management
Norway
$7.44M +$389K +2,649 +5%
PL
200
Perpetual Ltd
Australia
$7.41M +$735K +5,003 +11%

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.