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American Water Works

698 hedge funds and large institutions have $12.4B invested in American Water Works in 2018 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 218 increasing their positions, 277 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 69

0.13% less ownership

Funds ownership: 85.23%85.1% (-0.13%)

1% less funds holding

Funds holding: 704698 (-6)

8% less call options, than puts

Call options by funds: $15.1M | Put options by funds: $16.4M

11% less capital invested

Capital invested by funds: $13.9B → $12.4B (-$1.47B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

21% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 277

Holders
698
Holders Change
-6
Holders Change %
-0.85%
% of All Funds
16%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.34%
New
73
Increased
218
Reduced
277
Closed
69
Calls
$15.1M
Puts
$16.4M
Net Calls
-$1.31M
Net Calls Change
-$4.27M
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
626
Northwest Wealth Management
Iowa
$23K +$22.9K +281 New
CG
627
Cutler Group
California
$22K +$14.4K +176 +178%
EWM
628
Elmwood Wealth Management
California
$21.4K +$21.2K +260 New
AWM
629
Avondale Wealth Management
Texas
$21K
IIC
630
Integrated Investment Consultants
Michigan
$21K +$20.7K +254 New
PCP
631
Proficio Capital Partners
Massachusetts
$20K -$1.63K -20 -8%
CCM
632
Cribstone Capital Management
Maine
$18K +$5.22K +64 +40%
SP
633
SWS Partners
Ohio
$17K
WAP
634
Wealthcare Advisory Partners
Pennsylvania
$17K
ACM
635
Armbruster Capital Management
New York
$16K
AF
636
Arrow Financial
New York
$16K
WAM
637
Wealthspire Advisors (Maryland)
Maryland
$16K +$653 +8 +4%
FCB
638
First Command Bank
Texas
$15.2K
MOS
639
MGO One Seven
Ohio
$15K -$3.02K -37 -17%
MWM
640
MinichMacGregor Wealth Management
New York
$15K -$245 -3 -2%
BAM
641
Barrett Asset Management
New York
$15K
FCFS
642
First Command Financial Services
Texas
$15K
SWA
643
Sutton Wealth Advisors
Florida
$14.1K
KA
644
Kaizen Advisory
Illinois
$14K
PFA
645
Pathway Financial Advisors
Vermont
$14K
CHP
646
Cable Hill Partners
Oregon
$12K
DSC
647
Duncker Streett & Co
Missouri
$12K
EARNEST Partners
648
EARNEST Partners
Georgia
$12K
WAS
649
WESPAC Advisors SoCal
California
$12K
TCM
650
Tradewinds Capital Management
Washington
$11K -$8.08K -99 -42%

AWK Hedge Fund Activity: Q1 2018 in Review

698 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in American Water Works (AWK) for Q1 2018, worth a combined $12.4B — down 11% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new AWK positions and 69 closed out — a net gain of 4 holders — while 218 added to existing stakes and 277 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $181M. The largest seller was Bank of America, cutting an estimated $205M.

  • 698 institutional investors held American Water Works (AWK) as of Q1 2018, down from 704 in Q4 2017.
  • Funds reported $12.4B of American Water Works stock for Q1 2018, down 11% quarter-over-quarter.
  • 73 funds opened new American Water Works positions in Q1 2018 and 69 closed out, a net change of +4 holders.
  • The largest American Water Works buyer in Q1 2018 was T. Rowe Price Associates, an estimated $181M added.
  • The largest American Water Works seller in Q1 2018 was Bank of America, an estimated $205M sold.

Based on aggregated 13F filings for Q1 2018.