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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
AF
776
Aldebaran Financial
$314K
WPW
777
Waldron Private Wealth
Pennsylvania
$314K +$349 +2 +0.1%
CFA
778
CWS Financial Advisors
Michigan
$314K +$291K +1,664 New
SF
779
Symphony Financial
Texas
$313K
LIG
780
Lokken Investment Group
Delaware
$313K +$20.6K +118 +8%
BC
781
Bridgefront Capital
Texas
$312K +$289K +1,654 New
AIM
782
Aigen Investment Management
New York
$310K +$307K +1,757 New
CIC
783
Carnegie Investment Counsel
Ohio
$307K +$284K +1,626 New
BWM
784
Birchcreek Wealth Management
Ohio
$306K -$23.1K -132 -8%
IWC
785
Integrated Wealth Concepts
Massachusetts
$304K +$15.5K +89 +6%
WB
786
Webster Bank
Connecticut
$302K
GWSG
787
GPS Wealth Strategies Group
Colorado
$302K +$27.3K +156 +11%
MGP
788
Metis Global Partners
California
$299K +$277K +1,584 New
SWM
789
Segment Wealth Management
Texas
$294K +$24.3K +139 +10%
CW
790
CreativeOne Wealth
Kansas
$292K -$63.8K -365 -19%
TSW
791
Thompson Siegel & Walmsley
Virginia
$290K
MAM
792
Mystic Asset Management
Rhode Island
$288K +$267K +1,530 New
VCA
793
Verdence Capital Advisors
Maryland
$286K -$2.62K -15 -1%
PCA
794
Peddock Capital Advisors
Massachusetts
$286K
TIM
795
Tevis Investment Management
Texas
$286K +$264K +1,512 New
MA
796
Montag & Associates
Georgia
$283K
CGL
797
Clarius Group LLC
Washington
$283K +$9.78K +56 +4%
Kovitz Investment Group Partners
798
Kovitz Investment Group Partners
Illinois
$282K +$8.91K +51 +3%
FCA
799
FinTrust Capital Advisors
South Carolina
$281K
TP
800
Tranquility Partners
Tennessee
$281K

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.