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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
CSB
951
City State Bank
Iowa
$57K +$52.4K +300 New
PCTC
952
Perkins Coie Trust Company
Washington
$56K
AssetMark Inc
953
AssetMark Inc
California
$56K +$10.3K +59 +25%
HFA
954
HC Financial Advisors
California
$54K
RFA
955
Reilly Financial Advisors
California
$54K +$1.57K +9 +3%
FHA
956
First Horizon Advisors
Tennessee
$54K +$26.2K +150 +109%
LWA
957
Lenox Wealth Advisors
New York
$52K +$1.92K +11 +4%
Manulife (Manufacturers Life Insurance)
958
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51.2K -$3.12M -17,845 -6%
AG
959
AIA Group
Hong Kong
$51K +$47.2K +270 New
ANBT
960
American National Bank & Trust
Texas
$50K
AWM
961
Avondale Wealth Management
Texas
$50K
SIC
962
Salem Investment Counselors
North Carolina
$50K +$46.3K +265 New
LCM
963
Logan Capital Management
Pennsylvania
$49K +$8.38K +48 +23%
TWA
964
TCI Wealth Advisors
Arizona
$49K +$12.6K +72 +38%
C
965
Covestor
United Kingdom
$49K +$45.6K +261 New
CFA
966
Carroll Financial Associates
North Carolina
$47K -$2.97K -17 -6%
CAL
967
Capital Analysts LLC
Pennsylvania
$46K
KA
968
Kozak & Associates
Colorado
$44K +$9.26K +53 +22%
JFGIW
969
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43K
CAL
970
Capital Advisors Ltd
Ohio
$38K +$524 +3 +2%
TSWM
971
Tyler-Stone Wealth Management
Ohio
$38K +$34.9K +200 New
IBOK
972
Independence Bank of Kentucky
Kentucky
$37K
ADL
973
Asset Dedication LLC
California
$36K +$9.43K +54 +41%
QC
974
Quent Capital
New York
$32K +$29.5K +169 New
CA
975
Clearstead Advisors
Ohio
$31K -$1.92K -11 -6%

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.