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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
BSSFA
826
Baron Silver Stevens Financial Advisors
Florida
$251K
SC
827
Scholtz & Company
Connecticut
$248K
LC
828
Lindbrook Capital
California
$247K +$5.76K +33 +3%
RA
829
RFG Advisory
Alabama
$241K +$15K +86 +7%
RMCM
830
Reynders McVeigh Capital Management
Massachusetts
$241K +$223K +1,275 New
TPCW
831
TD Private Client Wealth
New York
$239K -$1.4K -8 -0.6%
FAM
832
Formidable Asset Management
Ohio
$238K
NA
833
Navellier & Associates
Nevada
$237K -$699 -4 -0.3%
KA
834
Kovack Advisors
Florida
$237K -$175 -1 -0.1%
CA
835
Cornerstone Advisory
Maryland
$237K +$219K +1,255 New
BFO
836
Biltmore Family Office
North Carolina
$236K
ZCM
837
Ziegler Capital Management
Illinois
$236K
JDR
838
Jay D. Rosenbaum
$236K +$218K +1,250 New
EN1L
839
Engine No 1 LLC
California
$235K +$217K +1,243 New
6M
840
6 Meridian
Kansas
$233K +$1.57K +9 +0.7%
CBT
841
CoreFirst Bank & Trust
Kansas
$232K
PP
842
Patron Partners
Texas
$230K -$11.4K -65 -5%
CH
843
Canton Hathaway
Rhode Island
$228K
SWA
844
SFMG Wealth Advisors
Texas
$228K
OPCM
845
Osborne Partners Capital Management
California
$228K +$211K +1,208 New
BTW
846
Boston Trust Walden
Massachusetts
$227K
BBNB
847
Baker Boyer National Bank
Washington
$227K +$210K +1,200 New
AWA
848
Arkadios Wealth Advisors
Georgia
$226K -$85.9K -492 -29%
DAC
849
Dividend Assets Capital
South Carolina
$225K
AP
850
Arlington Partners
Alabama
$224K -$27.6K -158 -12%

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.