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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
V
526
VeraBank
Texas
$942K
CCM
527
Carlson Capital Management
Minnesota
$936K -$1.22K -7 -0.1%
ATC
528
Argent Trust Co
Tennessee
$935K
HIM
529
Harbour Investment Management
Washington
$935K
QPW
530
Quantum Private Wealth
Florida
$933K +$864K +4,944 New
CAM
531
Carret Asset Management
New York
$930K -$37.7K -216 -4%
MCP
532
Mirador Capital Partners
California
$923K +$495K +2,833 +138%
ANI
533
American National Insurance
Texas
$919K -$4.83M -27,670 -85%
SB
534
Strategic Blueprint
Georgia
$919K +$105K +599 +14%
AWM
535
Axxcess Wealth Management
California
$913K +$845K +4,837 New
TWP
536
Tempus Wealth Planning
California
$906K -$32.3K -185 -4%
KRSITF
537
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$904K -$5.07K -29 -0.6%
BPA
538
Beacon Pointe Advisors
California
$904K +$131K +748 +19%
S
539
SignatureFD
Georgia
$901K +$43.5K +249 +6%
LRWA
540
Long Run Wealth Advisors
New York
$893K +$825K +4,722 New
Lazard Asset Management
541
Lazard Asset Management
New York
$876K -$1.92K -11 -0.2%
EFS
542
Essex Financial Services
Connecticut
$875K +$11K +63 +1%
FPS
543
Fieldpoint Private Securities
Connecticut
$869K
BWP
544
Baldwin Wealth Partners
Massachusetts
$861K -$3.84K -22 -0.5%
EMG
545
ETF Managers Group
New Jersey
$861K +$37.7K +216 +5%
SC
546
SouthState Corp
Florida
$856K +$45.6K +261 +6%
EWM
547
Evercore Wealth Management
New York
$853K
AF
548
Advisornet Financial
Minnesota
$852K -$37.7K -216 -5%
IA
549
IndexIQ Advisors
New York
$847K +$116K +664 +17%
CNC
550
Canandaigua National Corp
New York
$846K -$15.2K -87 -2%

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.