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American Water Works

1,028 hedge funds and large institutions have $25.2B invested in American Water Works in 2022 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 382 increasing their positions, 389 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.22% more ownership

Funds ownership: 83.79%84.01% (+0.22%)

2% less repeat investments, than reductions

Existing positions increased: 382 | Existing positions reduced: 389

10% less call options, than puts

Call options by funds: $43M | Put options by funds: $47.7M

2% less funds holding

Funds holding: 1,0541,028 (-26)

12% less capital invested

Capital invested by funds: $28.6B → $25.2B (-$3.41B)

17% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 100

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

Holders
1,028
Holders Change
-26
Holders Change %
-2.47%
% of All Funds
16.21%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.21%
New
83
Increased
382
Reduced
389
Closed
100
Calls
$43M
Puts
$47.7M
Net Calls
-$4.73M
Net Calls Change
+$69K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
301
Creative Planning
Kansas
$3.22M +$193K +1,221 +7%
GC
302
Gould Capital
Washington
$3.21M -$29.3K -185 -0.9%
CB
303
Commerce Bank
Missouri
$3.2M -$54.2K -342 -2%
LSA
304
Leonteq Securities AG
Switzerland
$3.17M +$194K +1,225 +7%
WJWM
305
Williams Jones Wealth Management
New York
$3.15M +$46K +290 +2%
SIC
306
SFE Investment Counsel
California
$3.15M -$142K -894 -4%
PFO
307
Pathstone Family Office
New Jersey
$3.14M -$95.1K -600 -3%
LNWWM
308
Laird Norton Wetherby Wealth Management
California
$3.14M -$11.9K -75 -0.4%
QT
309
Quantbot Technologies
New York
$3.12M +$2.98M +18,837 New
CAN
310
Cetera Advisor Networks
California
$3.12M +$250K +1,580 +9%
ESCM
311
Echo Street Capital Management
New York
$3.02M +$2.37M +14,932 +450%
PAI
312
Pittenger & Anderson Inc
Nebraska
$3M +$116K +735 +4%
Mariner
313
Mariner
Kansas
$3M +$556K +3,512 +24%
TCOT
314
Trust Company of Toledo
Ohio
$2.94M +$10.5K +66 +0.4%
PIM
315
Penobscot Investment Management
Massachusetts
$2.91M -$349K -2,200 -11%
Wealthfront Advisers
316
Wealthfront Advisers
California
$2.91M +$233K +1,471 +9%
PWP
317
Private Wealth Partners
California
$2.9M +$19K +120 +0.7%
JCM
318
Jacobi Capital Management
Pennsylvania
$2.9M +$55.6K +351 +2%
SPWM
319
Schrum Private Wealth Management
Florida
$2.89M +$15.8K +100 +0.6%
MSFP
320
Mark Sheptoff Financial Planning
Connecticut
$2.88M -$79.4K -501 -3%
NB
321
Norinchukin Bank
Japan
$2.88M +$218K +1,377 +9%
HWAM
322
Hennion & Walsh Asset Management
New Jersey
$2.88M -$721K -4,550 -21%
PG
323
Pendal Group
Australia
$2.85M +$1.11M +7,007 +69%
SG
324
Stonnington Group
California
$2.83M -$137K -866 -5%
HIMCH
325
Hartford Investment Management Co (HIMCO)
Connecticut
$2.83M -$213K -1,344 -7%

AWK Hedge Fund Activity: Q1 2022 in Review

1,028 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in American Water Works (AWK) for Q1 2022, worth a combined $25.2B — down 12% from $28.6B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of AWK and 83 opened new positions — a net loss of 17 holders — while 389 trimmed existing stakes and 382 added.

The largest buyer was Amundi, adding an estimated $152M. The largest seller was American Century Companies, cutting an estimated $161M.

  • 1,028 institutional investors held American Water Works (AWK) as of Q1 2022, down from 1,054 in Q4 2021.
  • Funds reported $25.2B of American Water Works stock for Q1 2022, down 12% quarter-over-quarter.
  • 83 funds opened new American Water Works positions in Q1 2022 and 100 closed out, a net change of -17 holders.
  • The largest American Water Works buyer in Q1 2022 was Amundi, an estimated $152M added.
  • The largest American Water Works seller in Q1 2022 was American Century Companies, an estimated $161M sold.

Based on aggregated 13F filings for Q1 2022.