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American Water Works

704 hedge funds and large institutions have $13.9B invested in American Water Works in 2017 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 217 increasing their positions, 252 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 35

17% more call options, than puts

Call options by funds: $20.3M | Put options by funds: $17.3M

17% more capital invested

Capital invested by funds: $11.9B → $13.9B (+$2B)

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

12% more funds holding

Funds holding: 628704 (+76)

2.68% more ownership

Funds ownership: 82.55%85.23% (+2.7%)

14% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 252

Holders
704
Holders Change
+76
Holders Change %
+12.1%
% of All Funds
15.97%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.39%
New
116
Increased
217
Reduced
252
Closed
35
Calls
$20.3M
Puts
$17.3M
Net Calls
+$2.96M
Net Calls Change
-$344K
Name Holding Trade Value Shares
Change
Change in
Stake
FCB
651
First Command Bank
Texas
$17K
FCFS
652
First Command Financial Services
Texas
$17K
WAM
653
Wealthspire Advisors (Maryland)
Maryland
$17K +$6.98K +79 +76%
FFC
654
First Financial Corp
Indiana
$16K
PFA
655
Pathway Financial Advisors
Vermont
$16K +$15.2K +172 New
SWA
656
Sutton Wealth Advisors
Florida
$15.7K
CCM
657
Cribstone Capital Management
Maine
$15K
KA
658
Kaizen Advisory
Illinois
$15K +$14.9K +169 New
DSC
659
Duncker Streett & Co
Missouri
$14K
EARNEST Partners
660
EARNEST Partners
Georgia
$14K +$13.1K +148 New
CHP
661
Cable Hill Partners
Oregon
$13K -$3.09K -35 -19%
PCFFS
662
Pacific Center for Financial Services
California
$13K
WAS
663
WESPAC Advisors SoCal
California
$13K
BWM
664
Baystate Wealth Management
Massachusetts
$13K +$14.3K +162 New
TF
665
Tompkins Financial
New York
$12K +$11.1K +126 New
RFWA
666
RPg Family Wealth Advisory
Massachusetts
$11.3K +$10.9K +123 New
CAM
667
Close Asset Management
United Kingdom
$11K
TWA
668
TCI Wealth Advisors
Arizona
$11K
TCA
669
Tortoise Capital Advisors
Kansas
$11K +$1.41K +16 +16%
PW
670
Price Wealth
Texas
$11K +$11K +124 New
AWM
671
Aevitas Wealth Management
Massachusetts
$10K +$9.46K +107 New
II
672
Inspire Investing
Idaho
$10K +$9.81K +111 New
SIM
673
Sonora Investment Management
Arizona
$9.15K +$8.84K +100 New
DAM
674
Delta Asset Management
Tennessee
$9K
HAM
675
Highstreet Asset Management
Ontario, Canada
$9K

AWK Hedge Fund Activity: Q4 2017 in Review

704 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in American Water Works (AWK) for Q4 2017, worth a combined $13.9B — up 17% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new AWK positions and 35 closed out — a net gain of 81 holders — while 217 added to existing stakes and 252 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $302M. The largest seller was Virtus Fund Advisers, exiting entirely with an estimated $61.4M sold.

  • 704 institutional investors held American Water Works (AWK) as of Q4 2017, up from 628 in Q3 2017.
  • Funds reported $13.9B of American Water Works stock for Q4 2017, up 17% quarter-over-quarter.
  • 116 funds opened new American Water Works positions in Q4 2017 and 35 closed out, a net change of +81 holders.
  • The largest American Water Works buyer in Q4 2017 was T. Rowe Price Associates, an estimated $302M added.
  • The largest American Water Works seller in Q4 2017 was Virtus Fund Advisers, an estimated $61.4M sold.

Based on aggregated 13F filings for Q4 2017.