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American Water Works

839 hedge funds and large institutions have $18.5B invested in American Water Works in 2020 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 263 increasing their positions, 346 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $48.9M | Put options by funds: $24.6M

40% more funds holding in top 10

Funds holding in top 10: 2028 (+8)

0.76% less ownership

Funds ownership: 86.53%85.77% (-0.76%)

4% less capital invested

Capital invested by funds: $19.2B → $18.5B (-$675M)

5% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 86

1% less funds holding

Funds holding: 851839 (-12)

24% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 346

Holders
839
Holders Change
-12
Holders Change %
-1.41%
% of All Funds
18.49%
Holding in Top 10
28
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+40%
% of All Funds
0.62%
New
82
Increased
263
Reduced
346
Closed
86
Calls
$48.9M
Puts
$24.6M
Net Calls
+$24.2M
Net Calls Change
+$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
776
BerganKDV Wealth Management
Minnesota
$21K
TWA
777
TCI Wealth Advisors
Arizona
$19K -$903 -7 -4%
EWM
778
EPG Wealth Management
Georgia
$19K +$11.1K +86 +116%
CA
779
Clearstead Advisors
Ohio
$19K +$20K +155 New
LWA
780
Lenox Wealth Advisors
New York
$18K -$15.5K -120 -44%
CCM
781
Cribstone Capital Management
Maine
$18K
DSC
782
Duncker Streett & Co
Missouri
$18K
RE
783
RBC Europe
United Kingdom
$17.9K +$6.45K +50 +50%
CWA
784
Carolina Wealth Advisors
South Carolina
$17K
PCFFS
785
Pacific Center for Financial Services
California
$17K
EW
786
Evoke Wealth
California
$15.1K +$387 +3 +2%
CAM
787
Close Asset Management
United Kingdom
$15K
RFM
788
Royal Fund Management
Florida
$15K
AP
789
Atwood & Palmer
Missouri
$15K +$16.1K +125 New
SC
790
Solstein Capital
California
$14K +$1.42K +11 +10%
GI
791
Gradient Investments
Minnesota
$13K
PGAM
792
Princeton Global Asset Management
New Jersey
$13K
FFC
793
First Financial Corp
Indiana
$12K
RBC
794
Roble Belko & Company
Pennsylvania
$12K
SIS
795
Sound Income Strategies
Florida
$12K
RCA
796
Ranch Capital Advisors
Florida
$11K
FMII
797
Farmers & Merchants Investments Inc
Nebraska
$11K +$258 +2 +2%
GCM
798
Gables Capital Management
Florida
$11K +$11.5K +89 New
CAN
799
Claraphi Advisory Network
United States
$11K +$11.6K +90 New
FCM
800
Firestone Capital Management
Florida
$10K -$3.23K -25 -24%

AWK Hedge Fund Activity: Q1 2020 in Review

839 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in American Water Works (AWK) for Q1 2020, worth a combined $18.5B — down 3.5% from $19.2B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of AWK and 82 opened new positions — a net loss of 4 holders — while 346 trimmed existing stakes and 263 added.

The largest buyer was Brookfield Public Securities Group, adding an estimated $161M. The largest seller was T. Rowe Price Associates, cutting an estimated $575M.

  • 839 institutional investors held American Water Works (AWK) as of Q1 2020, down from 851 in Q4 2019.
  • Funds reported $18.5B of American Water Works stock for Q1 2020, down 3.5% quarter-over-quarter.
  • 82 funds opened new American Water Works positions in Q1 2020 and 86 closed out, a net change of -4 holders.
  • The largest American Water Works buyer in Q1 2020 was Brookfield Public Securities Group, an estimated $161M added.
  • The largest American Water Works seller in Q1 2020 was T. Rowe Price Associates, an estimated $575M sold.

Based on aggregated 13F filings for Q1 2020.