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American Water Works

985 hedge funds and large institutions have $25.4B invested in American Water Works in 2021 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 373 increasing their positions, 321 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 57

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

16% more repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 321

8% more capital invested

Capital invested by funds: $23.4B → $25.4B (+$1.93B)

2% more funds holding

Funds holding: 963985 (+22)

1.05% less ownership

Funds ownership: 84.16%83.11% (-1%)

11% less call options, than puts

Call options by funds: $42.4M | Put options by funds: $47.9M

Holders
985
Holders Change
+22
Holders Change %
+2.28%
% of All Funds
17.24%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.25%
New
92
Increased
373
Reduced
321
Closed
57
Calls
$42.4M
Puts
$47.9M
Net Calls
-$5.49M
Net Calls Change
-$2.63M
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
651
Wealthspire Advisors (New York)
New York
$415K +$429K +2,452 New
CA
652
Cetera Advisors
Colorado
$412K +$137K +785 +48%
MIM
653
Moseley Investment Management
Florida
$411K
GG
654
Gofen & Glossberg
Illinois
$408K
RT
655
Rockland Trust
Massachusetts
$408K +$72.2K +413 +21%
TC
656
Toews Corporation
New Jersey
$406K +$419K +2,400 New
FFA
657
First Foundation Advisors
California
$405K -$15.4K -88 -4%
BAMF
658
BI Asset Management Fondsmaeglerselskab
Denmark
$405K
IC
659
IEQ Capital
California
$401K +$415K +2,374 New
CAG
660
Crestwood Advisors Group
Massachusetts
$400K +$19.6K +112 +5%
AFWM
661
AMJ Financial Wealth Management
Virginia
$399K
CSPIA
662
Cary Street Partners Investment Advisory
Virginia
$395K -$5.77K -33 -1%
CIM
663
Contravisory Investment Management
Massachusetts
$395K +$4.2K +24 +1%
CA
664
Calton & Associates
Florida
$394K +$6.82K +39 +2%
BC
665
Barnett & Company
Tennessee
$393K
BAM
666
Belpointe Asset Management
Nevada
$392K +$64.3K +368 +19%
SWM
667
SeaCrest Wealth Management
New York
$391K +$41.9K +240 +12%
FAM
668
Fulcrum Asset Management
United Kingdom
$384K
EF
669
Empirical Finance
Pennsylvania
$384K +$22.2K +127 +6%
BCM
670
Bourgeon Capital Management
Connecticut
$374K
DWA
671
Douglass Winthrop Advisors
New York
$372K
IAA
672
Independent Advisor Alliance
North Carolina
$372K +$25.2K +144 +7%
KC
673
Knuff & Co
California
$370K
ST
674
Spinnaker Trust
Maine
$370K
LBD
675
Landsberg Bennett & Dubbaneh
Florida
$370K +$33.7K +193 +10%

AWK Hedge Fund Activity: Q3 2021 in Review

985 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in American Water Works (AWK) for Q3 2021, worth a combined $25.4B — up 8.2% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new AWK positions and 57 closed out — a net gain of 35 holders — while 373 added to existing stakes and 321 trimmed.

The largest buyer was State Street, adding an estimated $47.1M. The largest seller was Magellan Asset Management, cutting an estimated $151M.

  • 985 institutional investors held American Water Works (AWK) as of Q3 2021, up from 963 in Q2 2021.
  • Funds reported $25.4B of American Water Works stock for Q3 2021, up 8.2% quarter-over-quarter.
  • 92 funds opened new American Water Works positions in Q3 2021 and 57 closed out, a net change of +35 holders.
  • The largest American Water Works buyer in Q3 2021 was State Street, an estimated $47.1M added.
  • The largest American Water Works seller in Q3 2021 was Magellan Asset Management, an estimated $151M sold.

Based on aggregated 13F filings for Q3 2021.