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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
GVAG
576
Great Valley Advisor Group
Delaware
$740K
AG
577
Algert Global
California
$739K
BWP
578
BSW Wealth Partners
Colorado
$738K +$15.7K +90 +2%
KIA
579
KCM Investment Advisors
California
$733K -$58.5K -335 -8%
GIA
580
Gateway Investment Advisers
Ohio
$733K -$37K -212 -5%
HTC
581
Haverford Trust Company
Pennsylvania
$728K +$74.1K +424 +12%
PA
582
Parallel Advisors
California
$728K +$86.5K +495 +15%
LS
583
Livforsakringsbolaget Skandia
Sweden
$720K -$297K -1,700 -31%
OIA
584
OneDigital Investment Advisors
Kansas
$714K +$8.56K +49 +1%
BMC
585
Beaton Management Company
Massachusetts
$713K
CA
586
Continuum Advisory
Idaho
$711K -$14.7K -84 -2%
IAN
587
Integrated Advisors Network
Texas
$707K +$36.2K +207 +6%
FTDI
588
First Trust Direct Indexing
Massachusetts
$701K +$74.9K +429 +13%
SS
589
Sunbelt Securities
Texas
$700K +$28.6K +164 +4%
ANRIA
590
American National Registered Investment Advisor
Texas
$696K -$175 -1 -0%
GSWM
591
Golden State Wealth Management
California
$694K +$32.5K +186 +5%
WA
592
Wealth Architects
California
$693K +$1.22K +7 +0.2%
CAG
593
Csenge Advisory Group
Florida
$679K -$12.2K -70 -2%
WE
594
Wealth Effects
Massachusetts
$679K +$628K +3,595 New
Nomura Holdings
595
Nomura Holdings
Japan
$675K -$148K -849 -19%
Marshall Wace
596
Marshall Wace
United Kingdom
$674K +$623K +3,569 New
FC
597
FORA Capital
Florida
$669K -$365K -2,088 -37%
WP
598
WealthSource Partners
California
$648K -$150K -857 -20%
PCWA
599
Pacific Capital Wealth Advisors
California
$640K +$175 +1 +0%
WTA
600
Washington Trust Advisors
Massachusetts
$639K +$591K +3,383 New

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.