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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
BB
751
Busey Bank
Illinois
$348K +$10.3K +59 +3%
JWM
752
Jeppson Wealth Management
California
$347K +$13.1K +75 +4%
WANY
753
Wealthspire Advisors (New York)
New York
$344K -$110K -631 -26%
RPC
754
Rossmore Private Capital
Connecticut
$344K
QCG
755
Quadrant Capital Group
Ohio
$341K +$19.7K +113 +7%
CT
756
Clearstead Trust
Maine
$338K
FHB
757
First Hawaiian Bank
Hawaii
$338K +$27.3K +156 +10%
CAM
758
Centre Asset Management
New York
$336K -$37K -212 -11%
IIA
759
ICW Investment Advisors
Arizona
$335K +$80.7K +462 +35%
ONB
760
Old National Bancorp
Indiana
$333K +$1.57K +9 +0.5%
SICM
761
Sustainable Insight Capital Management
New York
$330K +$65.9K +377 +27%
SIM
762
Sentry Investment Management
Wisconsin
$328K +$33.5K +192 +12%
BFIM
763
Beese Fulmer Investment Management
Ohio
$328K +$69.9K +400 +30%
TWM
764
TriaGen Wealth Management
California
$326K
GC
765
Gratus Capital
Georgia
$322K
MCM
766
Marathon Capital Management
Maryland
$321K
TCM
767
Telos Capital Management
California
$321K
EIP
768
Ellis Investment Partners
Pennsylvania
$319K +$699 +4 +0.2%
LNC
769
Lincoln National Corp
Pennsylvania
$319K +$5.07K +29 +2%
VI
770
Versor Investments
New York
$319K +$87.7K +502 +42%
CWM
771
Cornerstone Wealth Management
Missouri
$319K +$295K +1,688 New
ST
772
Smithfield Trust
Pennsylvania
$318K -$271K -1,550 -48%
MCWS
773
McKinley Carter Wealth Services
West Virginia
$316K
GLA
774
Great Lakes Advisors
Illinois
$315K -$27.4K -157 -9%
ICM
775
IMS Capital Management
Oregon
$315K +$291K +1,666 New

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.