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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
WFS
901
Widmann Financial Services
Maryland
$144K +$134K +767 New
NSIM
902
North Star Investment Management
Illinois
$140K
TF
903
TimeScale Financial
Massachusetts
$140K +$524 +3 +0.4%
SFM
904
Signet Financial Management
New Jersey
$137K +$127K +725 New
MBFW
905
Morton Brown Family Wealth
Pennsylvania
$132K +$122K +700 New
MPWT
906
MassMutual Private Wealth & Trust
Connecticut
$129K +$873 +5 +0.7%
KPCM
907
Kings Point Capital Management
New York
$121K
COCM
908
Charter Oak Capital Management
New Hampshire
$117K
T
909
TOBAM
France
$117K
VCM
910
Versant Capital Management
Arizona
$114K
TFS
911
TrustCore Financial Services
Tennessee
$112K -$17.3K -99 -14%
PFGIA
912
Patriot Financial Group Insurance Agency
Massachusetts
$108K
NFG
913
Next Financial Group
Texas
$107K -$3.32K -19 -3%
CWC
914
Carolinas Wealth Consulting
North Carolina
$107K
MTWM
915
Masso Torrence Wealth Management
New Jersey
$107K +$98.7K +565 New
CB
916
CNB Bank
Pennsylvania
$106K
LS
917
Leelyn Smith
Illinois
$106K
Optiver Holding
918
Optiver Holding
Netherlands
$102K
MAWCM
919
Mine & Arao Wealth Creation & Management
California
$101K +$6.29K +36 +7%
FAG
920
Fortitude Advisory Group
Washington
$101K +$93.6K +536 New
CM
921
Cornerstone Management
Georgia
$99.4K +$91.9K +526 New
CI Investments Inc
922
CI Investments Inc
Ontario, Canada
$99K -$10.7K -61 -10%
Koshinski Asset Management
923
Koshinski Asset Management
Illinois
$98.4K -$2.1K -12 -2%
LPWM
924
Lake Point Wealth Management
Texas
$95K
MMG
925
Monetary Management Group
Missouri
$94K

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.