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American Water Works

1,054 hedge funds and large institutions have $28.6B invested in American Water Works in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 401 increasing their positions, 322 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 61

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

25% more repeat investments, than reductions

Existing positions increased: 401 | Existing positions reduced: 322

13% more capital invested

Capital invested by funds: $25.4B → $28.6B (+$3.19B)

7% more funds holding

Funds holding: 9851,054 (+69)

0.68% more ownership

Funds ownership: 83.11%83.79% (+0.68%)

13% less call options, than puts

Call options by funds: $32.6M | Put options by funds: $37.4M

Holders
1,054
Holders Change
+69
Holders Change %
+7.01%
% of All Funds
16.22%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.28%
New
149
Increased
401
Reduced
322
Closed
61
Calls
$32.6M
Puts
$37.4M
Net Calls
-$4.8M
Net Calls Change
+$695K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
476
Manchester Capital Management
Vermont
$1.27M +$5.94K +34 +0.5%
SXL
477
Summit X LLC
Missouri
$1.25M
FT
478
Fiduciary Trust
Massachusetts
$1.24M -$11.5K -66 -1%
RSWM
479
Robertson Stephens Wealth Management
California
$1.24M +$131K +750 +13%
AWM
480
Apollon Wealth Management
South Carolina
$1.22M +$292K +1,673 +35%
BRWA
481
B. Riley Wealth Advisors
Florida
$1.22M -$22.5K -129 -2%
Balyasny Asset Management
482
Balyasny Asset Management
Illinois
$1.21M -$429K -2,458 -28%
Simplex Trading
483
Simplex Trading
Illinois
$1.2M +$1.08M +6,209 +3,718%
IWM
484
IHT Wealth Management
Illinois
$1.18M +$27.8K +159 +3%
NA
485
NewEdge Advisors
Louisiana
$1.18M +$521K +2,981 +92%
IMRF
486
Illinois Municipal Retirement Fund
Illinois
$1.17M +$365K +2,092 +51%
BHWM
487
Bar Harbor Wealth Management
New Hampshire
$1.16M +$3.67K +21 +0.3%
HSA
488
HBK Sorce Advisory
Pennsylvania
$1.16M -$8.04K -46 -0.7%
PFS
489
Prospera Financial Services
Texas
$1.15M -$57.1K -327 -5%
BC
490
Bartlett & Co
Ohio
$1.14M
BCWM
491
Bartlett & Co Wealth Management
Ohio
$1.14M
USCWA
492
U.S. Capital Wealth Advisors
Texas
$1.13M +$9.61K +55 +0.9%
BC
493
Blackhill Capital
New Jersey
$1.13M
MUAMU
494
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.13M
PS
495
Presima Securities
Quebec, Canada
$1.13M
DGAM
496
Desjardins Global Asset Management
Quebec, Canada
$1.12M +$1.04M +5,953 New
5L
497
55I LLC
Massachusetts
$1.12M +$15.2K +87 +1%
CAPTRUST Financial Advisors
498
CAPTRUST Financial Advisors
North Carolina
$1.08M -$25.3K -145 -2%
OCPWS
499
One Charles Private Wealth Services
Massachusetts
$1.07M +$10.8K +62 +1%
DP
500
Dearborn Partners
Illinois
$1.07M +$88K +504 +10%

AWK Hedge Fund Activity: Q4 2021 in Review

1,054 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in American Water Works (AWK) for Q4 2021, worth a combined $28.6B — up 13% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new AWK positions and 61 closed out — a net gain of 88 holders — while 401 added to existing stakes and 322 trimmed.

The largest buyer was BlackRock, adding an estimated $158M. The largest seller was Wells Fargo, cutting an estimated $321M.

  • 1,054 institutional investors held American Water Works (AWK) as of Q4 2021, up from 985 in Q3 2021.
  • Funds reported $28.6B of American Water Works stock for Q4 2021, up 13% quarter-over-quarter.
  • 149 funds opened new American Water Works positions in Q4 2021 and 61 closed out, a net change of +88 holders.
  • The largest American Water Works buyer in Q4 2021 was BlackRock, an estimated $158M added.
  • The largest American Water Works seller in Q4 2021 was Wells Fargo, an estimated $321M sold.

Based on aggregated 13F filings for Q4 2021.