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
RCA
951
Ranch Capital Advisors
Florida
$12K
SSB
952
Sandy Spring Bank
Maryland
$12K
TFO
953
Tarbox Family Office
California
$12K
EBA
954
Eagle Bay Advisors
New York
$11K -$8.91K -51 -42%
TVWM
955
Tower View Wealth Management
Wisconsin
$11K
M
956
MOTCO
Texas
$11K +$4.2K +24 +56%
MCM
957
MV Capital Management
Maryland
$11K +$4.54K +26 +70%
BCM
958
Blume Capital Management
California
$10K
DOA
959
D'Orazio & Associates
Virginia
$10K
HIA
960
Harbor Investment Advisory
Maryland
$10K
RA
961
Resolute Advisors
California
$10K
CFFP
962
Center for Financial Planning
Michigan
$9K
SSC
963
Syverson Strege & Co
Iowa
$8K
KIG
964
Kowal Investment Group
Wisconsin
$8K +$8.39K +48 New
Nisa Investment Advisors
965
Nisa Investment Advisors
Missouri
$7.14K
JWM
966
Janiczek Wealth Management
Colorado
$6K -$4.54K -26 -44%
FMP
967
Financial Management Professionals
Texas
$6K
KTC
968
Kistler-Tiffany Companies
Pennsylvania
$6K
ODG
969
O'Dell Group
Ohio
$6K +$5.94K +34 New
ATC
970
Adirondack Trust Company
New York
$5K
BWM
971
BerganKDV Wealth Management
Minnesota
$5K
CWM
972
Cedar Wealth Management
California
$5K
ME
973
McIlrath & Eck
Washington
$5K
BIA
974
Bell Investment Advisors
California
$5K +$4.72K +27 New
JPLA
975
Joseph P. Lucia & Associates
New York
$5K +$5.24K +30 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.