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American Water Works

839 hedge funds and large institutions have $18.5B invested in American Water Works in 2020 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 263 increasing their positions, 346 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $48.9M | Put options by funds: $24.6M

40% more funds holding in top 10

Funds holding in top 10: 2028 (+8)

0.76% less ownership

Funds ownership: 86.53%85.77% (-0.76%)

4% less capital invested

Capital invested by funds: $19.2B → $18.5B (-$675M)

5% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 86

1% less funds holding

Funds holding: 851839 (-12)

24% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 346

Holders
839
Holders Change
-12
Holders Change %
-1.41%
% of All Funds
18.49%
Holding in Top 10
28
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+40%
% of All Funds
0.62%
New
82
Increased
263
Reduced
346
Closed
86
Calls
$48.9M
Puts
$24.6M
Net Calls
+$24.2M
Net Calls Change
+$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
901
Atlas Capital Advisors
Wyoming
-$75.4K -614 Closed
BRC
902
Bell Rock Capital
Delaware
-$69K -558 Closed
GLI
903
Guardian Life Insurance
New York
-$65K -528 Closed
AWM
904
Atticus Wealth Management
Florida
-$62K -505 Closed
FGAM
905
Financial Gravity Asset Management
Texas
-$173K -405 Closed
NC
906
NewSquare Capital
Pennsylvania
-$42K -340 Closed
AA
907
Argent Advisors
Louisiana
-$29K -236 Closed
SIC
908
Samalin Investment Counsel
New York
-$27K -225 Closed
BCI
909
Brinker Capital Investments
Pennsylvania
-$25K -200 Closed
PA
910
PSI Advisors
Florida
-$24K -200 Closed
RIA
911
Realta Investment Advisors
Delaware
-$22K -180 Closed
AWA
912
Arkadios Wealth Advisors
Georgia
-$24.2K -177 Closed
TPWA
913
TRUE Private Wealth Advisors
Oregon
-$19K -158 Closed
RMAM
914
Raab & Moskowitz Asset Management
New Jersey
-$15K -125 Closed
VAIA
915
Virtus Alternative Investment Advisers
Connecticut
-$9K -74 Closed
SAM
916
S.A. Mason
Michigan
-$7K -55 Closed
ACM
917
Anfield Capital Management
California
-$6K -47 Closed
EWA
918
Evolution Wealth Advisors
Florida
-$4K -35 Closed
TFA
919
Tobias Financial Advisors
Florida
-$3K -29 Closed
SQA
920
Simon Quick Advisors
New Jersey
-$3K -21 Closed
WCM
921
Wealthcare Capital Management
Virginia
-$2K -19 Closed
PWP
922
Personal Wealth Partners
Minnesota
-$1K -12 Closed
WWM
923
Willingdon Wealth Management
North Carolina
-$1K -11 Closed

AWK Hedge Fund Activity: Q1 2020 in Review

839 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in American Water Works (AWK) for Q1 2020, worth a combined $18.5B — down 3.5% from $19.2B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of AWK and 82 opened new positions — a net loss of 4 holders — while 346 trimmed existing stakes and 263 added.

The largest buyer was Brookfield Public Securities Group, adding an estimated $161M. The largest seller was T. Rowe Price Associates, cutting an estimated $575M.

  • 839 institutional investors held American Water Works (AWK) as of Q1 2020, down from 851 in Q4 2019.
  • Funds reported $18.5B of American Water Works stock for Q1 2020, down 3.5% quarter-over-quarter.
  • 82 funds opened new American Water Works positions in Q1 2020 and 86 closed out, a net change of -4 holders.
  • The largest American Water Works buyer in Q1 2020 was Brookfield Public Securities Group, an estimated $161M added.
  • The largest American Water Works seller in Q1 2020 was T. Rowe Price Associates, an estimated $575M sold.

Based on aggregated 13F filings for Q1 2020.