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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
VVP
801
Venture Visionary Partners
Ohio
$281K +$8.73K +50 +3%
SC
802
Saybrook Capital
North Carolina
$280K
SWM
803
Stockman Wealth Management
Montana
$280K
MGIA
804
Moneta Group Investment Advisors
Missouri
$275K +$6.29K +36 +3%
MOS
805
MGO One Seven
Ohio
$275K +$52.1K +298 +26%
XWM
806
Xcel Wealth Management
Florida
$271K
PTC
807
Private Trust Company
Ohio
$270K -$8.91K -51 -3%
HBT
808
Hills Bank & Trust
Iowa
$270K -$873 -5 -0.3%
AFAS
809
Acorn Financial Advisory Services
Virginia
$270K +$175 +1 +0.1%
HWM
810
HB Wealth Management
Georgia
$270K +$250K +1,432 New
BCM
811
Brookstone Capital Management
Illinois
$268K +$49.1K +281 +22%
MA
812
MJP Associates
Connecticut
$266K +$29K +166 +13%
WP
813
WMS Partners
Maryland
$266K +$36.2K +207 +17%
SC
814
Searle & Co
Connecticut
$264K
AWA
815
Arete Wealth Advisors
Illinois
$262K +$28.5K +163 +13%
CRI
816
Colonial River Investments
Virginia
$262K +$242K +1,387 New
CCM
817
Coldstream Capital Management
Washington
$262K +$243K +1,389 New
RCAG
818
Rehmann Capital Advisory Group
Michigan
$261K +$175 +1 +0.1%
HNWAG
819
High Net Worth Advisory Group
Florida
$261K +$241K +1,380 New
SCA
820
Stonebridge Capital Advisors
Minnesota
$258K
PCP
821
Proficio Capital Partners
Massachusetts
$256K +$1.05K +6 +0.4%
BTWM
822
Baker Tilly Wealth Management
Wisconsin
$256K +$14.8K +85 +7%
SFA
823
Sequoia Financial Advisors
Ohio
$256K +$237K +1,358 New
FFA
824
Founders Financial Alliance
North Carolina
$254K +$5.94K +34 +3%
CI
825
Conning Inc
Connecticut
$251K -$33.7K -193 -13%

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.