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American Water Works

950 hedge funds and large institutions have $22.6B invested in American Water Works in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 376 increasing their positions, 328 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $76.8M | Put options by funds: $63.5M

17% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 71

15% more repeat investments, than reductions

Existing positions increased: 376 | Existing positions reduced: 328

1% more funds holding

Funds holding: 945950 (+5)

0.54% less ownership

Funds ownership: 83.84%83.3% (-0.54%)

4% less capital invested

Capital invested by funds: $23.6B → $22.6B (-$1.03B)

40% less funds holding in top 10

Funds holding in top 10: 159 (-6)

Holders
950
Holders Change
+5
Holders Change %
+0.53%
% of All Funds
16.68%
Holding in Top 10
9
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-40%
% of All Funds
0.16%
New
83
Increased
376
Reduced
328
Closed
71
Calls
$76.8M
Puts
$63.5M
Net Calls
+$13.4M
Net Calls Change
+$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EF
701
Empirical Finance
Pennsylvania
$280K
JWM
702
Jeppson Wealth Management
California
$278K
LBD
703
Landsberg Bennett & Dubbaneh
Florida
$278K +$280K +1,847 New
HB
704
Homrich & Berg
Georgia
$277K -$110K -728 -28%
JAG
705
Journey Advisory Group
Kentucky
$277K
Kovitz Investment Group Partners
706
Kovitz Investment Group Partners
Illinois
$276K +$152 +1 +0.1%
SG
707
StoneX Group
New York
$275K +$278K +1,833 New
ZCM
708
Ziegler Capital Management
Illinois
$274K +$29.7K +196 +12%
CA
709
Cetera Advisors
Colorado
$274K +$277K +1,827 New
IF
710
Intrua Financial
Texas
$273K +$8.64K +57 +3%
EWM
711
Empirical Wealth Management
Washington
$270K
HBT
712
Hills Bank & Trust
Iowa
$269K -$6.06K -40 -2%
FA
713
Fiducient Advisors
Illinois
$268K
BB
714
Busey Bank
Illinois
$267K
APP
715
Avantax Planning Partners
Iowa
$266K -$15.9K -105 -6%
SIM
716
Sentry Investment Management
Wisconsin
$265K -$1.28M -8,466 -83%
ONB
717
Old National Bancorp
Indiana
$262K -$18.8K -124 -7%
BWM
718
Birchcreek Wealth Management
Ohio
$262K
KWM
719
Kingsview Wealth Management
Oregon
$262K +$4.85K +32 +2%
PA
720
Pinnacle Associates
New York
$260K -$35.8K -236 -12%
TWM
721
TriaGen Wealth Management
California
$260K
MP
722
McDonald Partners
Ohio
$260K +$909 +6 +0.3%
LNC
723
Lincoln National Corp
Pennsylvania
$258K -$74.9K -494 -22%
FTDI
724
First Trust Direct Indexing
Massachusetts
$258K +$74.3K +490 +40%
IIM
725
InTrack Investment Management
Vermont
$257K -$17.1K -113 -6%

AWK Hedge Fund Activity: Q1 2021 in Review

950 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in American Water Works (AWK) for Q1 2021, worth a combined $22.6B — down 4.4% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new AWK positions and 71 closed out — a net gain of 12 holders — while 376 added to existing stakes and 328 trimmed.

The largest buyer was Impax Asset Management Group, adding an estimated $225M. The largest seller was Royal Bank of Canada, cutting an estimated $263M.

  • 950 institutional investors held American Water Works (AWK) as of Q1 2021, up from 945 in Q4 2020.
  • Funds reported $22.6B of American Water Works stock for Q1 2021, down 4.4% quarter-over-quarter.
  • 83 funds opened new American Water Works positions in Q1 2021 and 71 closed out, a net change of +12 holders.
  • The largest American Water Works buyer in Q1 2021 was Impax Asset Management Group, an estimated $225M added.
  • The largest American Water Works seller in Q1 2021 was Royal Bank of Canada, an estimated $263M sold.

Based on aggregated 13F filings for Q1 2021.