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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
RBC
676
Roble Belko & Company
Pennsylvania
$9K
LWA
677
Lenox Wealth Advisors
New York
$9K +$8.66K +98 New
CG
678
Cutler Group
California
$9K +$8.75K +99 New
GT
679
Greenleaf Trust
Michigan
$8K -$2.03K -23 -21%
GRP
680
Global Retirement Partners
California
$8K
LA
681
Legacy Advisors
Pennsylvania
$8K
CB
682
CNB Bank
Pennsylvania
$8K +$8.13K +92 New
FMII
683
Farmers & Merchants Investments Inc
Nebraska
$7K +$619 +7 +11%
RE
684
RBC Europe
United Kingdom
$4.58K
SSB
685
Sandy Spring Bank
Maryland
$4K -$1.59K -18 -27%
ECM
686
Exchange Capital Management
Michigan
$4K
YWP
687
YorkBridge Wealth Partners
New York
$4K
VFA
688
Valeo Financial Advisors
Indiana
$4K +$3.62K +41 New
IBOK
689
Independence Bank of Kentucky
Kentucky
$4K +$4.33K +49 New
GFP
690
Gryphon Financial Partners
Ohio
$3K +$2.83K +32 New
FDCDDQ
691
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.65K
CMBA
692
C.M. Bidwell & Associates
Hawaii
$2K
LWCFA
693
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
NCM
694
Nelson Capital Management
California
$2K
Walleye Trading
695
Walleye Trading
New York
$1.7K +$1.64M +18,546 New
CFD
696
Creative Financial Designs
Indiana
$1K -$27K -306 -97%
GWS
697
Glassman Wealth Services
Virginia
$1K
AWM
698
Avior Wealth Management
Nebraska
$1K +$707 +8 New
BWA
699
BDO Wealth Advisors
Florida
$1K +$884 +10 New
FHA
700
First Horizon Advisors
Tennessee
$1K +$1.94K +22 New

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.