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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
CWM
926
Cedar Wealth Management
California
$4K
ME
927
McIlrath & Eck
Washington
$4K
SFP
928
Sterling Financial Planning
New Jersey
$4K
ATC
929
Adirondack Trust Company
New York
$4K +$1.51K +10 +50%
CMBA
930
C.M. Bidwell & Associates
Hawaii
$3K -$257K -1,698 -99%
EWA
931
Evolution Wealth Advisors
Florida
$3K
FEG
932
Financial Enhancement Group
Indiana
$3K
HS
933
Horan Securities
United States
$3K
NIC
934
Northwest Investment Counselors
Oregon
$3K +$2.73K +18 New
EWM
935
Edge Wealth Management
New York
$3K +$2.88K +19 New
LCM
936
Logan Capital Management
Pennsylvania
$3K +$2.88K +19 New
RWM
937
RBA Wealth Management
California
$2.25K +$2.27K +15 New
LWM
938
Liberty Wealth Management
California
$2K
SWA
939
Sutton Wealth Advisors
Florida
$1.2K -$606 -4 -33%
SFO
940
Standard Family Office
South Dakota
$1K -$1.06K -7 -47%
CCC
941
Crescent Capital Consulting
Louisiana
$1K
TFA
942
Transamerica Financial Advisors
Florida
$1K
UFF
943
USA Financial Formulas
Michigan
$1K
MCM
944
MV Capital Management
Maryland
$1K +$606 +4 New
PSIWM
945
Paradigm Strategies in Wealth Management
Minnesota
$1K +$758 +5 New
WWMSC
946
Wagner Wealth Management (South Carolina)
South Carolina
$1K +$1.06K +7 New
WCM
947
Wealthcare Capital Management
Virginia
$1K +$1.21K +8 New
BBHC
948
Brown Brothers Harriman & Co
New York
$259 -$97.6K -644 -27%
SWM
949
Sugarloaf Wealth Management
Georgia
$58
FGAM
950
Financial Gravity Asset Management
Texas
$25

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.