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American Water Works

1,054 hedge funds and large institutions have $28.6B invested in American Water Works in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 401 increasing their positions, 322 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 61

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

25% more repeat investments, than reductions

Existing positions increased: 401 | Existing positions reduced: 322

13% more capital invested

Capital invested by funds: $25.4B → $28.6B (+$3.19B)

7% more funds holding

Funds holding: 9851,054 (+69)

0.68% more ownership

Funds ownership: 83.11%83.79% (+0.68%)

13% less call options, than puts

Call options by funds: $32.6M | Put options by funds: $37.4M

Holders
1,054
Holders Change
+69
Holders Change %
+7.01%
% of All Funds
16.22%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.28%
New
149
Increased
401
Reduced
322
Closed
61
Calls
$32.6M
Puts
$37.4M
Net Calls
-$4.8M
Net Calls Change
+$695K
Name Holding Trade Value Shares
Change
Change in
Stake
APP
701
Alpha Paradigm Partners
Illinois
$412K
XT
702
XTX Topco
Cayman Islands
$411K -$310K -1,776 -45%
JF
703
JSF Financial
California
$405K +$45.2K +259 +14%
LWCFA
704
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$402K
SFPG
705
Stonebridge Financial Planning Group
Florida
$402K +$175 +1 +0%
NIM
706
Northeast Investment Management
Massachusetts
$402K +$372K +2,128 New
OWM
707
OneAscent Wealth Management
Alabama
$401K +$371K +2,125 New
CWM
708
Calamos Wealth Management
Illinois
$400K +$14.3K +82 +4%
SP
709
Symmetry Partners
Connecticut
$399K
DAM
710
Delta Asset Management
Tennessee
$398K
CB
711
Community Bank
New York
$397K +$17.5K +100 +5%
CA
712
Cetera Advisors
Colorado
$396K -$58.5K -335 -14%
JWCA
713
J.W. Cole Advisors
Florida
$396K -$4.02K -23 -1%
Lido Advisors
714
Lido Advisors
California
$396K -$524 -3 -0.1%
VCG
715
Vantage Consulting Group
Virginia
$395K +$39.3K +225 +12%
SA
716
Syntax Advisors
New York
$395K +$365K +2,091 New
BP
717
BBR Partners
New York
$391K -$1.57K -9 -0.4%
APA
718
American Portfolios Advisors
New York
$390K -$122K -701 -25%
BF
719
Blankinship & Foster
California
$390K
JAG
720
Journey Advisory Group
Kentucky
$387K +$61.1K +350 +21%
KPWS
721
Kestra Private Wealth Services
Texas
$386K +$6.64K +38 +2%
GDP
722
Great Diamond Partners
Maine
$385K -$25.9K -148 -7%
MIM
723
MTM Investment Management
South Carolina
$385K +$1.22K +7 +0.3%
FA
724
FDx Advisors
Illinois
$385K +$6.81K +39 +2%
FAM
725
Fulcrum Asset Management
United Kingdom
$384K

AWK Hedge Fund Activity: Q4 2021 in Review

1,054 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in American Water Works (AWK) for Q4 2021, worth a combined $28.6B — up 13% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new AWK positions and 61 closed out — a net gain of 88 holders — while 401 added to existing stakes and 322 trimmed.

The largest buyer was BlackRock, adding an estimated $158M. The largest seller was Wells Fargo, cutting an estimated $321M.

  • 1,054 institutional investors held American Water Works (AWK) as of Q4 2021, up from 985 in Q3 2021.
  • Funds reported $28.6B of American Water Works stock for Q4 2021, up 13% quarter-over-quarter.
  • 149 funds opened new American Water Works positions in Q4 2021 and 61 closed out, a net change of +88 holders.
  • The largest American Water Works buyer in Q4 2021 was BlackRock, an estimated $158M added.
  • The largest American Water Works seller in Q4 2021 was Wells Fargo, an estimated $321M sold.

Based on aggregated 13F filings for Q4 2021.