We are live on ! Find out more
AWK icon

American Water Works

985 hedge funds and large institutions have $25.4B invested in American Water Works in 2021 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 373 increasing their positions, 321 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 57

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

16% more repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 321

8% more capital invested

Capital invested by funds: $23.4B → $25.4B (+$1.93B)

2% more funds holding

Funds holding: 963985 (+22)

1.05% less ownership

Funds ownership: 84.16%83.11% (-1%)

11% less call options, than puts

Call options by funds: $42.4M | Put options by funds: $47.9M

Holders
985
Holders Change
+22
Holders Change %
+2.28%
% of All Funds
17.24%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.25%
New
92
Increased
373
Reduced
321
Closed
57
Calls
$42.4M
Puts
$47.9M
Net Calls
-$5.49M
Net Calls Change
-$2.63M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
901
Capital Analysts LLC
Pennsylvania
$41K
KA
902
Kozak & Associates
Colorado
$41K +$41.2K +236 New
AssetMark Inc
903
AssetMark Inc
California
$40K -$6.99K -40 -14%
TWM
904
Tradition Wealth Management
Minnesota
$40K +$175 +1 +0.4%
JFGIW
905
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38K
CPC
906
Consolidated Planning Corp
Georgia
$38K +$39.5K +226 New
GKWIM
907
Gerber Kawasaki Wealth & Investment Management
California
$38K +$40K +229 New
MCA
908
Mercer Capital Advisers
New Jersey
$37K -$87.4K -500 -70%
LCM
909
Logan Capital Management
Pennsylvania
$35K
PFBT
910
Parkside Financial Bank & Trust
Missouri
$34K -$4.37K -25 -11%
CAL
911
Capital Advisors Ltd
Ohio
$34K
IBOK
912
Independence Bank of Kentucky
Kentucky
$33K
TWA
913
TCI Wealth Advisors
Arizona
$32K -$13.3K -76 -29%
APWA
914
Atlas Private Wealth Advisors
New Jersey
$32K +$175 +1 +0.5%
PWMG
915
Prestige Wealth Management Group
New Jersey
$30K
CA
916
Clearstead Advisors
Ohio
$30K +$1.05K +6 +4%
BFC
917
Bedel Financial Consulting
Indiana
$29K
TFM
918
TFC Financial Management
Massachusetts
$28K
CWA
919
Carolina Wealth Advisors
South Carolina
$25K
CCM
920
Cribstone Capital Management
Maine
$25K
Simplex Trading
921
Simplex Trading
Illinois
$25K
ACM
922
Antonetti Capital Management
Florida
$25K +$26.2K +150 New
PCFFS
923
Pacific Center for Financial Services
California
$24K
EARNEST Partners
924
EARNEST Partners
Georgia
$23K
FHA
925
First Horizon Advisors
Tennessee
$23K +$23.9K +137 New

AWK Hedge Fund Activity: Q3 2021 in Review

985 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in American Water Works (AWK) for Q3 2021, worth a combined $25.4B — up 8.2% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new AWK positions and 57 closed out — a net gain of 35 holders — while 373 added to existing stakes and 321 trimmed.

The largest buyer was State Street, adding an estimated $47.1M. The largest seller was Magellan Asset Management, cutting an estimated $151M.

  • 985 institutional investors held American Water Works (AWK) as of Q3 2021, up from 963 in Q2 2021.
  • Funds reported $25.4B of American Water Works stock for Q3 2021, up 8.2% quarter-over-quarter.
  • 92 funds opened new American Water Works positions in Q3 2021 and 57 closed out, a net change of +35 holders.
  • The largest American Water Works buyer in Q3 2021 was State Street, an estimated $47.1M added.
  • The largest American Water Works seller in Q3 2021 was Magellan Asset Management, an estimated $151M sold.

Based on aggregated 13F filings for Q3 2021.