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
3Q ▲
Buyers last Q
49%

Smart Money Signals — AWK

Based on 1137 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added AWK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,137 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 (+32 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

533 buying551 selling
Last quarter: 551 funds reduced or exited vs 533 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.
⚠️

Fewer new buyers each quarter (-17 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 103 → 128 → 149 → 132. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 18% medium ■ 15% new
761 out of 1,137 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.
📈

Growing discovery — still being found

163 → 103 → 128 → 149 → 132 new funds/Q
New funds entering each quarter: 103 → 128 → 149 → 132. A growing number of institutions are discovering AWK each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 11% 1-2yr ■ 19% new
Of 1,166 current holders: 820 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
62 of 1137 holders are among the 100 largest funds by AUM, controlling 44% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q1, 533 hedge funds were net buyers of AWK (132 opened a new position, 401 added to an existing one), while 551 reduced or exited (432 trimmed, 119 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 44% 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 new holders than closures). Total institutional holders: 1137.

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.

Is It Too Late to Buy American Wtr Wks Co Inc New (AWK) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AWK has moved relative to its sector benchmark (XLU) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
AWK
-7.2%
XLU
-3.0%

AWK outperformed XLU by -4.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
AWK
+1.6%
XLU
+1.5%

Since the filing became public, AWK outperformed XLU by +0.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

63 top-rated funds 5 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
3.4
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 1128 1124 0.36%
13F Shares 188M 186M 1.09%
Total Value $24.81B $23.97B 3.5%
New Positions 130 149 -19
Increased Positions 392 336 +56
Closed Positions 126 132 -6
Reduced Positions 419 457 -38
Total Calls 13 14 -7.14%
Total Puts 18 13 38.46%
PUT/CALL Ratio 1.38 0.93 Bearish

Statistics: AWK

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Institutional Holders (2026 Q1)

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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Foresight Group Ltd Liability Partnership 4.42% 183,991 $25.0M
2 Dudley & Shanley, INC. 3.76% 169,044 $23.0M
3 Montanaro Asset Management Ltd 3.66% 89,840 $12.2M
4 Castlefield Investment Partners LLP 3.09% 29,714 $4.0M
5 Partners Group Holding AG 2.91% 289,131 $39.3M
6 Impax Asset Management Group plc 2.67% 2,817,225 $383.4M
7 Sone Capital Management, LLC 2.53% 221,282 $30.1M
8 Goodman Financial Corp 2.52% 107,915 $14.7M
9 Safe Harbor Fiduciary, LLC 2.22% 17,098 $2.3M
10 Yaupon Capital Management LP 2.12% 500,000 $68.0M
11 Clean Yield Group 2.01% 52,433 $7.1M
12 TSP Capital Management Group, LLC 1.90% 57,210 $7.8M
13 Jericho Financial, LLP 1.90% 22,117 $3.0M
14 Osterweis Capital Management Inc 1.80% 256,432 $34.9M
15 Cutter & CO Brokerage, Inc. 1.71% 49,061 $7.2M
16 Confluence Investment Management LLC 1.71% 809,958 $110.2M
17 Lgt Capital Partners LTD. 1.67% 230,762 $31.4M
18 Aristotle Capital Management, LLC 1.66% 5,813,455 $791.2M
19 Clear Harbor Asset Management, LLC 1.57% 166,970 $22.7M
20 Aureus Asset Management, LLC 1.51% 166,878 $22.7M
21 Covea Finance 1.46% 307,467 $41.8M
22 Mattern Capital Management, LLC 1.43% 87,602 $11.9M
23 Avalon Trust Co 1.43% 152,159 $20.7M
24 KKM Financial LLC 1.42% 61,272 $8.0M
25 GQG Partners LLC 1.39% 6,431,056 $875.2M
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?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added AWK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AWK?

More sellers than buyers — 49% buying: Last quarter: 551 funds reduced or exited vs 533 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 — 44% AUM from top-100 funds: 62 of 1137 holders are among the 100 largest funds by AUM, controlling 44% 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: 761 out of 1,137 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.

Is it too late to buy American Wtr Wks Co Inc New (AWK) following the 2026 Q1 hedge fund 13F filings?

As of today, AWK has moved +1.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.5% for the XLU sector ETF — an outperformance of +0.1%. Since the quarter end (March 31, 2026), AWK has gained -7.2% vs -3.0% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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