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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
BDF
851
Balasa Dinverno & Foltz
$224K -$11.4K -65 -5%
SEEDPG
852
S.E.E.D. Planning Group
New York
$224K +$207K +1,185 New
HWM
853
Horizon Wealth Management
Illinois
$224K +$208K +1,188 New
MCC
854
Money Concepts Capital
Florida
$224K +$208K +1,188 New
VFA
855
Values First Advisors
Tennessee
$223K +$206K +1,182 New
PFP
856
Paragon Financial Partners
California
$222K +$205K +1,174 New
DCM
857
Donaldson Capital Management
Indiana
$220K -$47.7K -273 -19%
IWP
858
Icon Wealth Partners
Texas
$218K +$201K +1,153 New
AIM
859
Arcadia Investment Management
Michigan
$217K -$34.9K -200 -15%
MA
860
MUFG Americas
New York
$216K +$17.5K +100 +10%
GG
861
Gleason Group
Kentucky
$212K +$524 +3 +0.3%
AIP
862
Ahrens Investment Partners
Louisiana
$212K +$197K +1,125 New
CS
863
Cannell & Spears
New York
$212K +$197K +1,125 New
BCA
864
Bay Colony Advisors
Massachusetts
$211K +$195K +1,115 New
LRPA
865
L. Roy Papp & Associates
Arizona
$211K +$195K +1,115 New
CT
866
Caldwell Trust
Florida
$210K
G
867
Gainplan
Michigan
$210K +$194K +1,111 New
FMI
868
F/M Investments
District of Columbia
$209K +$193K +1,107 New
DDPIC
869
Deroy & Devereaux Private Investment Counsel
Michigan
$208K -$17.5K -100 -8%
MAM
870
Marquette Asset Management
Minnesota
$208K
UAS
871
United Asset Strategies
New York
$208K +$192K +1,100 New
FRA
872
Frank Rimerman Advisors
California
$208K +$192K +1,100 New
SAM
873
Sycomore Asset Management
France
$207K +$193K +1,104 New
CWM
874
Chesapeake Wealth Management
Virginia
$204K +$189K +1,082 New
MC
875
Manteio Capital
New Jersey
$204K +$189K +1,082 New

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.