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American Water Works

1,028 hedge funds and large institutions have $25.2B invested in American Water Works in 2022 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 382 increasing their positions, 389 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.22% more ownership

Funds ownership: 83.79%84.01% (+0.22%)

2% less repeat investments, than reductions

Existing positions increased: 382 | Existing positions reduced: 389

10% less call options, than puts

Call options by funds: $43M | Put options by funds: $47.7M

2% less funds holding

Funds holding: 1,0541,028 (-26)

12% less capital invested

Capital invested by funds: $28.6B → $25.2B (-$3.41B)

17% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 100

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

Holders
1,028
Holders Change
-26
Holders Change %
-2.47%
% of All Funds
16.21%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.21%
New
83
Increased
382
Reduced
389
Closed
100
Calls
$43M
Puts
$47.7M
Net Calls
-$4.73M
Net Calls Change
+$69K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
801
Arete Wealth Advisors
Illinois
$247K +$11.1K +70 +5%
TP
802
Tranquility Partners
Tennessee
$246K
BC
803
Bridgefront Capital
Texas
$245K -$27.1K -171 -10%
CW
804
CreativeOne Wealth
Kansas
$245K -$10.3K -65 -4%
SWM
805
Stockman Wealth Management
Montana
$245K
Kovitz Investment Group Partners
806
Kovitz Investment Group Partners
Illinois
$240K -$61.5K -388 -21%
SAM
807
Sycomore Asset Management
France
$240K +$56.3K +355 +32%
PTC
808
Philadelphia Trust Company
Pennsylvania
$239K +$228K +1,441 New
LWAC
809
Laurel Wealth Advisors (California)
California
$237K -$166K -1,045 -42%
XWM
810
Xcel Wealth Management
Florida
$237K
NCM
811
Novare Capital Management
North Carolina
$237K +$227K +1,432 New
BTWM
812
Baker Tilly Wealth Management
Wisconsin
$236K +$10.8K +68 +5%
FRM
813
Fox Run Management
Connecticut
$236K +$226K +1,425 New
RCAG
814
Rehmann Capital Advisory Group
Michigan
$235K +$5.55K +35 +3%
HBT
815
Hills Bank & Trust
Iowa
$234K -$2.69K -17 -1%
MSFS
816
Main Street Financial Solutions
Pennsylvania
$233K +$223K +1,410 New
SC
817
Searle & Co
Connecticut
$232K
IC
818
IEQ Capital
California
$231K -$160K -1,011 -42%
HNWAG
819
High Net Worth Advisory Group
Florida
$229K
TPCW
820
TD Private Client Wealth
New York
$225K +$15.7K +99 +8%
GP
821
Girard Partners
Pennsylvania
$225K +$216K +1,364 New
EWM
822
Evermay Wealth Management
Virginia
$224K -$238K -1,500 -53%
CRI
823
Colonial River Investments
Virginia
$224K -$5.23K -33 -2%
SCA
824
Stonebridge Capital Advisors
Minnesota
$223K -$2.38K -15 -1%
H6H
825
Hightower 6M Holding
Kansas
$222K +$212K +1,339 New

AWK Hedge Fund Activity: Q1 2022 in Review

1,028 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in American Water Works (AWK) for Q1 2022, worth a combined $25.2B — down 12% from $28.6B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of AWK and 83 opened new positions — a net loss of 17 holders — while 389 trimmed existing stakes and 382 added.

The largest buyer was Amundi, adding an estimated $152M. The largest seller was American Century Companies, cutting an estimated $161M.

  • 1,028 institutional investors held American Water Works (AWK) as of Q1 2022, down from 1,054 in Q4 2021.
  • Funds reported $25.2B of American Water Works stock for Q1 2022, down 12% quarter-over-quarter.
  • 83 funds opened new American Water Works positions in Q1 2022 and 100 closed out, a net change of -17 holders.
  • The largest American Water Works buyer in Q1 2022 was Amundi, an estimated $152M added.
  • The largest American Water Works seller in Q1 2022 was American Century Companies, an estimated $161M sold.

Based on aggregated 13F filings for Q1 2022.