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American Water Works

950 hedge funds and large institutions have $22.6B invested in American Water Works in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 376 increasing their positions, 328 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $76.8M | Put options by funds: $63.5M

17% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 71

15% more repeat investments, than reductions

Existing positions increased: 376 | Existing positions reduced: 328

1% more funds holding

Funds holding: 945950 (+5)

0.54% less ownership

Funds ownership: 83.84%83.3% (-0.54%)

4% less capital invested

Capital invested by funds: $23.6B → $22.6B (-$1.03B)

40% less funds holding in top 10

Funds holding in top 10: 159 (-6)

Holders
950
Holders Change
+5
Holders Change %
+0.53%
% of All Funds
16.68%
Holding in Top 10
9
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-40%
% of All Funds
0.16%
New
83
Increased
376
Reduced
328
Closed
71
Calls
$76.8M
Puts
$63.5M
Net Calls
+$13.4M
Net Calls Change
+$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
876
Arkadios Wealth Advisors
Georgia
$27K +$6.67K +44 +32%
TFM
877
TFC Financial Management
Massachusetts
$25K
BFC
878
Bedel Financial Consulting
Indiana
$25K +$152 +1 +0.6%
EW
879
Evoke Wealth
California
$25K +$7.12K +47 +39%
CA
880
Clearstead Advisors
Ohio
$23K
CWA
881
Carolina Wealth Advisors
South Carolina
$22K
CCM
882
Cribstone Capital Management
Maine
$22K
EARNEST Partners
883
EARNEST Partners
Georgia
$21K
PCFFS
884
Pacific Center for Financial Services
California
$21K
MWP
885
Meridian Wealth Partners
Pennsylvania
$21K +$21.7K +143 New
FHC
886
First Horizon Corporation
Tennessee
$20K +$8.94K +59 +76%
AIL
887
AGF Investments LLC
Ontario, Canada
$19K -$24.2K -160 -55%
AP
888
Atwood & Palmer
Missouri
$19K
CAM
889
Close Asset Management
United Kingdom
$19K
TFIPS
890
Towarzystwo Funduszy Inwestycyjnych PZU SA
$18K
PGAM
891
Princeton Global Asset Management
New Jersey
$16K
SLF
892
Sun Life Financial
Ontario, Canada
$16K
SC
893
Solstein Capital
California
$16K +$16.4K +108 New
JWM
894
Janiczek Wealth Management
Colorado
$15K -$74K -488 -83%
SSB
895
Sandy Spring Bank
Maryland
$15K -$4.7K -31 -23%
FMII
896
Farmers & Merchants Investments Inc
Nebraska
$15K -$152 -1 -1%
RBC
897
Roble Belko & Company
Pennsylvania
$15K
SIS
898
Sound Income Strategies
Florida
$14.5K
RCA
899
Ranch Capital Advisors
Florida
$14K
SC
900
Sierra Capital
Florida
$14K +$14.4K +95 New

AWK Hedge Fund Activity: Q1 2021 in Review

950 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in American Water Works (AWK) for Q1 2021, worth a combined $22.6B — down 4.4% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new AWK positions and 71 closed out — a net gain of 12 holders — while 376 added to existing stakes and 328 trimmed.

The largest buyer was Impax Asset Management Group, adding an estimated $225M. The largest seller was Royal Bank of Canada, cutting an estimated $263M.

  • 950 institutional investors held American Water Works (AWK) as of Q1 2021, up from 945 in Q4 2020.
  • Funds reported $22.6B of American Water Works stock for Q1 2021, down 4.4% quarter-over-quarter.
  • 83 funds opened new American Water Works positions in Q1 2021 and 71 closed out, a net change of +12 holders.
  • The largest American Water Works buyer in Q1 2021 was Impax Asset Management Group, an estimated $225M added.
  • The largest American Water Works seller in Q1 2021 was Royal Bank of Canada, an estimated $263M sold.

Based on aggregated 13F filings for Q1 2021.