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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
ZB
801
Zions Bancorporation
Utah
$10K -$2.45K -19 -19%
LFG
802
LifePlan Financial Group
Ohio
$10K
MA
803
MCF Advisors
Kentucky
$10K
VFA
804
Valeo Financial Advisors
Indiana
$10K +$1.29K +10 +16%
GEA
805
Glen Eagle Advisors
New Jersey
$9.92K -$148K -1,147 -93%
PO
806
Private Ocean
California
$9K
TFO
807
Tarbox Family Office
California
$9K +$2.97K +23 +47%
MWA
808
Marshall Wace Asia
Hong Kong
$9K +$9.81K +76 New
SWA
809
Sutton Wealth Advisors
Florida
$8.73K -$387 -3 -4%
GFPC
810
Global Financial Private Client
Florida
$8.57K
EWP
811
Engrave Wealth Partners
Texas
$8K
AW
812
Avion Wealth
Texas
$8K +$8.39K +65 New
CI
813
CX Institutional
Indiana
$7K +$1.03K +8 +15%
BCA
814
Berman Capital Advisors
Georgia
$7K +$5.03K +39 +156%
SIC
815
Salem Investment Counselors
North Carolina
$7K +$7.48K +58 New
BCM
816
Blume Capital Management
California
$7K +$7.74K +60 New
EI
817
Ellevest Inc
New York
$7K +$8K +62 New
CFFP
818
Center for Financial Planning
Michigan
$6K
NL
819
NVWM LLC
Pennsylvania
$5K -$1.81K -14 -24%
BBA
820
Braun-Bostich & Associates
Pennsylvania
$5K
FA
821
Fortis Advisors
Pennsylvania
$5K
AT
822
Arden Trust
Delaware
$5K +$5.81K +45 New
IBOK
823
Independence Bank of Kentucky
Kentucky
$4K
KTC
824
Kistler-Tiffany Companies
Pennsylvania
$4K
GWS
825
Glassman Wealth Services
Virginia
$4K +$1.42K +11 +46%

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.