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American Water Works

950 hedge funds and large institutions have $22.6B invested in American Water Works in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 376 increasing their positions, 328 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $76.8M | Put options by funds: $63.5M

17% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 71

15% more repeat investments, than reductions

Existing positions increased: 376 | Existing positions reduced: 328

1% more funds holding

Funds holding: 945950 (+5)

0.54% less ownership

Funds ownership: 83.84%83.3% (-0.54%)

4% less capital invested

Capital invested by funds: $23.6B → $22.6B (-$1.03B)

40% less funds holding in top 10

Funds holding in top 10: 159 (-6)

Holders
950
Holders Change
+5
Holders Change %
+0.53%
% of All Funds
16.68%
Holding in Top 10
9
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-40%
% of All Funds
0.16%
New
83
Increased
376
Reduced
328
Closed
71
Calls
$76.8M
Puts
$63.5M
Net Calls
+$13.4M
Net Calls Change
+$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
551
Sunbelt Securities
Texas
$641K
BS
552
Bessemer Securities
New York
$640K +$174K +1,150 +37%
FIM
553
Freedom Investment Management
Connecticut
$637K -$25.8K -170 -4%
GIA
554
Gateway Investment Advisers
Ohio
$628K -$4.7K -31 -0.7%
KIA
555
KCM Investment Advisors
California
$622K -$290K -1,915 -32%
MML Investors Services
556
MML Investors Services
Massachusetts
$615K -$162K -1,066 -21%
FQ
557
First Quadrant
California
$615K -$67.7K -447 -10%
EFS
558
Essex Financial Services
Connecticut
$610K -$1.06K -7 -0.2%
TAIM
559
Te Ahumairangi Investment Management
New Zealand
$606K -$394K -2,600 -39%
EI
560
Ethic Inc
New York
$604K +$1.67K +11 +0.3%
HCA
561
Heck Capital Advisors
Wisconsin
$596K -$15.3K -101 -2%
IA
562
IFP Advisors
Florida
$596K -$37.1K -245 -6%
GVAG
563
Great Valley Advisor Group
Delaware
$593K -$43.2K -285 -7%
MA
564
Mutual Advisors
Nebraska
$587K +$909 +6 +0.2%
TCA
565
Transcend Capital Advisors
New Jersey
$582K -$3.03K -20 -0.5%
FHB
566
First Hawaiian Bank
Hawaii
$579K -$37.3K -246 -6%
DC
567
Davenport & Co
Virginia
$575K -$193K -1,275 -25%
PCM
568
Prelude Capital Management
New York
$573K +$202K +1,333 +53%
SB
569
Strategic Blueprint
Georgia
$571K +$11.4K +75 +2%
WT
570
Washington Trust
Rhode Island
$571K +$83.6K +552 +17%
BSW
571
Buckingham Strategic Wealth
Missouri
$568K -$20.8K -137 -3%
BMC
572
Beaton Management Company
Massachusetts
$566K
ANRIA
573
American National Registered Investment Advisor
Texas
$560K -$303 -2 -0.1%
WA
574
Wealth Architects
California
$557K +$6.97K +46 +1%
AA
575
Ancora Advisors
Ohio
$551K +$14.4K +95 +3%

AWK Hedge Fund Activity: Q1 2021 in Review

950 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in American Water Works (AWK) for Q1 2021, worth a combined $22.6B — down 4.4% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new AWK positions and 71 closed out — a net gain of 12 holders — while 376 added to existing stakes and 328 trimmed.

The largest buyer was Impax Asset Management Group, adding an estimated $225M. The largest seller was Royal Bank of Canada, cutting an estimated $263M.

  • 950 institutional investors held American Water Works (AWK) as of Q1 2021, up from 945 in Q4 2020.
  • Funds reported $22.6B of American Water Works stock for Q1 2021, down 4.4% quarter-over-quarter.
  • 83 funds opened new American Water Works positions in Q1 2021 and 71 closed out, a net change of +12 holders.
  • The largest American Water Works buyer in Q1 2021 was Impax Asset Management Group, an estimated $225M added.
  • The largest American Water Works seller in Q1 2021 was Royal Bank of Canada, an estimated $263M sold.

Based on aggregated 13F filings for Q1 2021.