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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
EWM
576
Elmwood Wealth Management
California
$549K +$555K +3,660 New
DAS
577
Dynamic Advisor Solutions
Arizona
$546K +$31.2K +206 +6%
OWP
578
Obermeyer Wealth Partners
Colorado
$543K +$548K +3,619 New
AIM
579
ARGA Investment Management
Connecticut
$539K -$484K -3,192 -47%
VFA
580
Voya Financial Advisors
Connecticut
$538K +$100K +660 +22%
Rafferty Asset Management
581
Rafferty Asset Management
New York
$535K -$82.6K -545 -13%
DWM
582
Darwin Wealth Management
Florida
$531K -$144K -947 -21%
IAN
583
Integrated Advisors Network
Texas
$522K +$118K +776 +29%
Koshinski Asset Management
584
Koshinski Asset Management
Illinois
$516K +$522K +3,443 New
HAIM
585
Hunter Associates Investment Management
Pennsylvania
$511K
CAG
586
Csenge Advisory Group
Florida
$511K +$4.39K +29 +0.9%
PCWA
587
Pacific Capital Wealth Advisors
California
$508K -$29.9K -197 -5%
NB
588
Nicolet Bankshares
Wisconsin
$507K
WMA
589
Wealth Management Associates
New Jersey
$506K +$512K +3,376 New
PA
590
Parallel Advisors
California
$506K +$42K +277 +9%
DL
591
DOHJ LLC
Washington
$504K -$829K -5,473 -62%
RC
592
RegentAtlantic Capital
New Jersey
$493K +$198K +1,309 +66%
Carson Wealth (CWM LLC)
593
Carson Wealth (CWM LLC)
Nebraska
$489K
RZH
594
Relyea Zuckerberg Hanson
Connecticut
$489K +$3.79K +25 +0.8%
OWM
595
OneAscent Wealth Management
Alabama
$487K +$36.5K +241 +8%
ST
596
Smithfield Trust
Pennsylvania
$486K
WB
597
WesBanco Bank
West Virginia
$484K +$490K +3,232 New
WP
598
WealthSource Partners
California
$481K +$53.8K +355 +12%
CLOS
599
Compagnie Lombard Odier SCmA
Switzerland
$480K
MCCP
600
Mission Creek Capital Partners
California
$472K +$38K +251 +9%

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.