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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
GCM
901
Gables Capital Management
Florida
$13K
GFPC
902
Global Financial Private Client
Florida
$12K
AIG
903
American International Group
New York
$12K -$150K -990 -1%
FCM
904
Firestone Capital Management
Florida
$12K
PO
905
Private Ocean
California
$12K
BWL
906
Bogart Wealth LLC
Virginia
$12K +$12.6K +83 New
FFC
907
First Financial Corp
Indiana
$11K -$3.79K -25 -25%
TFO
908
Tarbox Family Office
California
$11K
LWA
909
Lenox Wealth Advisors
New York
$10K +$455 +3 +5%
BCM
910
Blume Capital Management
California
$9K
HIA
911
Harbor Investment Advisory
Maryland
$9K
AWM
912
Activest Wealth Management
Florida
$9K +$9.24K +61 New
TVWM
913
Tower View Wealth Management
Wisconsin
$9K +$9.55K +63 New
WAM
914
Wolverine Asset Management
Illinois
$9K +$9.85K +65 New
CFFP
915
Center for Financial Planning
Michigan
$8K
SSC
916
Syverson Strege & Co
Iowa
$7K
CFO
917
CVA Family Office
Colorado
$7K +$6.82K +45 New
Nisa Investment Advisors
918
Nisa Investment Advisors
Missouri
$6.77K -$2.91M -19,200 -30%
VFA
919
Valeo Financial Advisors
Indiana
$6K -$9.09K -60 -58%
GWS
920
Glassman Wealth Services
Virginia
$6K -$758 -5 -11%
BWM
921
BerganKDV Wealth Management
Minnesota
$5K -$22.7K -150 -83%
KTC
922
Kistler-Tiffany Companies
Pennsylvania
$5K
FMP
923
Financial Management Professionals
Texas
$5K +$1.67K +11 +48%
CWM
924
Cranbrook Wealth Management
Michigan
$5K +$5K +33 New
RA
925
Resolute Advisors
California
$5K +$9.24K +61 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.