Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

American Wtr Wks Co Inc New (AWK)

1K + Investors. Track Smart Money conviction in AWK. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -13
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — AWK

Based on 1127 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their AWK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
1,127 hedge funds hold AWK right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding AWK is almost the same as a year ago (+30 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

538 buying566 selling
Last quarter: 566 funds reduced or exited vs 538 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~130 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 128 → 149 → 133 → 130. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 17% medium ■ 16% new
757 out of 1,127 hedge funds have held AWK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +40%, value +6%

Value
+5%
Shares
+39%
Last quarter: funds added +40% more shares while total portfolio value only changed +6%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~130 new funds/quarter

104 → 128 → 149 → 133 → 130 new funds/Q
New funds entering each quarter: 128 → 149 → 133 → 130. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 69% veterans vs 19% newcomers

■ 69% veterans ■ 12% 1-2yr ■ 19% new
Entry-cohort mix of 1,148 holders: 793 (69%) are 2+ year veterans, 142 entered 1–2 years ago, and 213 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
66 of 1124 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in AWK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AWK

In 2026 Q2, 538 hedge funds were net buyers of AWK (130 opened a new position, 408 added to an existing one), while 566 reduced or exited (423 trimmed, 143 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 57% of total institutional value in AWK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -13 funds (more exits than new entries). Total institutional holders: 1127.

Hedge Fund Ownership: AWK

How many hedge funds hold AWK — quarterly history vs. share price
Quarterly hedge fund ownership of AWK vs. share price

Market Analysis: AWK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AWK

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

35 top-rated funds 6 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: AWK
1K + Investors

Track Smart Money conviction in AWK. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1117 1140 -2.02%
13F Shares 204M 190M 7.04%
Total Value $26.11B $25.18B 3.67%
New Positions 129 133 -4
Increased Positions 398 395 +3
Closed Positions 149 118 +31
Reduced Positions 413 423 -10
Total Calls 11 13 -15.38%
Total Puts 12 18 -33.33%
PUT/CALL Ratio 1.09 1.38 Neutral

Statistics: AWK

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Institutional Holders (2026 Q2)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AWK. Verified SEC 13F-HR filings.

QUARTER:
Top 25 AWK holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Foresight Group Ltd Liability Partnership 4.16% 174,231 $23.1M
2 Montanaro Asset Management Ltd 3.49% 84,140 $11.1M
3 Dudley & Shanley, INC. 3.36% 169,344 $22.3M
4 Impax Asset Management Group plc 3.07% 3,583,592 $471.5M
5 Beck Bode, LLC 2.82% 141,603 $18.6M
6 Castlefield Investment Partners LLP 2.71% 30,317 $4.0M
7 Partners Group Holding AG 2.52% 281,215 $37.0M
8 Goodman Financial Corp 2.24% 110,374 $14.5M
9 GQG Partners LLC 2.18% 8,903,133 $1.17B
10 TSP Capital Management Group, LLC 2.00% 63,410 $8.3M
11 Schrum Private Wealth Management LLC 1.83% 13,744 $1.8M
12 Jericho Financial, LLP 1.82% 26,642 $3.5M
13 Cutter & CO Brokerage, Inc. 1.71% 49,061 $7.2M
14 Clean Yield Group 1.65% 50,633 $6.7M
15 Liberty One Investment Management, LLC 1.65% 125,246 $16.5M
16 Confluence Investment Management LLC 1.60% 780,309 $102.7M
17 Lgt Capital Partners LTD. 1.55% 233,192 $30.7M
18 Osterweis Capital Management Inc 1.55% 249,175 $32.8M
19 Aristotle Capital Management, LLC 1.50% 5,429,727 $714.5M
20 New England Research & Management, Inc. 1.45% 28,277 $3.7M
21 Clear Harbor Asset Management, LLC 1.32% 162,907 $21.4M
22 Aureus Asset Management, LLC 1.31% 164,063 $21.6M
23 Mattern Capital Management, LLC 1.30% 84,940 $11.2M
24 Covea Finance 1.27% 305,293 $40.2M
25 Avalon Trust Co 1.22% 151,254 $19.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — American Wtr Wks Co Inc New (AWK)

What does the Smart Money Trend signal show for AWK?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their AWK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AWK?

More sellers than buyers — 49% buying: Last quarter: 566 funds reduced or exited vs 538 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for AWK holders?

Elite ownership — 57% AUM from top-100 funds: 66 of 1124 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in AWK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AWK?

67% of holders stayed for 2+ years: 757 out of 1,127 hedge funds have held AWK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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