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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
SWM
926
Selective Wealth Management
Virginia
$94K
EIM
927
Essex Investment Management
Massachusetts
$93K
AWA
928
Amplius Wealth Advisors
Pennsylvania
$91K +$84.9K +486 New
WPA
929
West Paces Advisors
Georgia
$86.9K
VNA
930
Valley National Advisers
Pennsylvania
$85K
CWA
931
Carolina Wealth Advisors
South Carolina
$84K +$52.4K +300 +205%
DMBA
932
Deseret Mutual Benefit Administrators
Utah
$83K -$9.61K -55 -11%
KFS
933
Kelly Financial Services
Massachusetts
$82K
PFBT
934
Parkside Financial Bank & Trust
Missouri
$80K +$38.6K +221 +109%
SWA
935
SOA Wealth Advisors
New York
$79K
WBC
936
West Branch Capital
Massachusetts
$78K +$10.3K +59 +17%
LFA
937
Level Financial Advisors
New York
$77K +$70.9K +406 New
CFD
938
Creative Financial Designs
Indiana
$76K
HWA
939
HHM Wealth Advisors
Tennessee
$74K
SWM
940
Sugarloaf Wealth Management
Georgia
$73K
AAP
941
Arax Advisory Partners
Colorado
$71K
FMTCOCP
942
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$70K +$12.2K +70 +23%
MGIM
943
M&G Investment Management
United Kingdom
$70K +$6.83M +39,109 +12%
JFA
944
JNBA Financial Advisors
Minnesota
$69K
IUHSA
945
Itau Unibanco Holding S.A.
Brazil
$67K +$2.45K +14 +4%
VC
946
Vestor Capital
Illinois
$66K -$34.9K -200 -36%
CFO
947
CVA Family Office
Colorado
$61K +$41.9K +240 +282%
MHR
948
Matthew Hamilton Rosenberg
$59K
LFG
949
Larson Financial Group
Missouri
$58K
MWM
950
Mascoma Wealth Management
New Hampshire
$58K +$175 +1 +0.3%

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.