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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
ACP
601
Aveo Capital Partners
Colorado
$638K +$140K +803 +31%
BFO
602
Boston Family Office
Massachusetts
$637K +$589K +3,372 New
ETC
603
Exchange Traded Concepts
Oklahoma
$632K +$10.5K +60 +2%
ESCM
604
Echo Street Capital Management
New York
$627K +$302K +1,729 +109%
CSS
605
Cubist Systematic Strategies
Connecticut
$624K -$2.49M -14,270 -81%
FCH
606
Freestone Capital Holdings
Washington
$620K +$574K +3,285 New
BSW
607
Buckingham Strategic Wealth
Missouri
$617K -$4.19K -24 -0.7%
MFW
608
Meristem Family Wealth
Minnesota
$617K
SIC
609
Sterling Investment Counsel
New York
$617K +$571K +3,269 New
MPPW
610
Mitchell & Pahl Private Wealth
Oklahoma
$616K +$44K +252 +8%
PA
611
Pinnacle Associates
New York
$615K +$60.1K +344 +12%
STAS
612
Strong Tower Advisory Services
Minnesota
$606K +$37.2K +213 +7%
SHFA
613
SC&H Financial Advisors
Maryland
$605K +$560K +3,204 New
SJIM
614
St. Johns Investment Management
Florida
$604K +$27.4K +157 +5%
PVH
615
Psagot Value Holdings
Israel
$598K
HA
616
Harfst & Associates
Wyoming
$596K +$2.79K +16 +0.5%
LOAMS
617
Lombard Odier Asset Management (Switzerland)
Switzerland
$594K +$549K +3,144 New
NB
618
Nicolet Bankshares
Wisconsin
$590K
EF
619
Empirical Finance
Pennsylvania
$587K +$146K +833 +37%
PF
620
Phoenix Financial
Israel
$585K -$38.4K -220 -7%
NRS
621
Neville Rodie & Shaw
New York
$585K
FDCDDQ
622
Federation des caisses Desjardins du Quebec
Quebec, Canada
$585K +$84K +481 +18%
Northwestern Mutual Wealth Management
623
Northwestern Mutual Wealth Management
Wisconsin
$583K -$17.5K -100 -3%
CDH
624
Charles D. Hyman
$582K
IRF
625
IBM Retirement Fund
New York
$572K -$372K -2,130 -41%

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.