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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
BWA
1001
BDO Wealth Advisors
Florida
$17K
EL
1002
EMFO LLC
Florida
$17K
GCM
1003
Gables Capital Management
Florida
$17K
BWL
1004
Bogart Wealth LLC
Virginia
$16K
GFPC
1005
Global Financial Private Client
Florida
$15.1K
PO
1006
Private Ocean
California
$15K
EA
1007
Evolution Advisers
Virginia
$15K +$14K +80 New
KFI
1008
Key Financial Inc
Pennsylvania
$14K
SSB
1009
Sandy Spring Bank
Maryland
$14K
TFO
1010
Tarbox Family Office
California
$14K
TH
1011
TCTC Holdings
Texas
$14K
HIA
1012
Harbor Investment Advisory
Maryland
$14K +$2.79K +16 +27%
EBA
1013
Eagle Bay Advisors
New York
$13K -$175 -1 -1%
M
1014
MOTCO
Texas
$13K
EWA
1015
EverSource Wealth Advisors
Alabama
$13K +$11.9K +68 New
PMFA
1016
Plante Moran Financial Advisors
Michigan
$12K -$325K -1,863 -97%
MCM
1017
MV Capital Management
Maryland
$12K -$175 -1 -2%
TVWM
1018
Tower View Wealth Management
Wisconsin
$12K +$175 +1 +2%
BCM
1019
Blume Capital Management
California
$11K
RG
1020
Retirement Group
California
$11K +$9.96K +57 New
CFFP
1021
Center for Financial Planning
Michigan
$10K
SSC
1022
Syverson Strege & Co
Iowa
$9K
TFP
1023
Tilia Fiduciary Partners
North Carolina
$9K +$8.73K +50 New
AWM
1024
Atticus Wealth Management
Florida
$8K +$6.99K +40 New
TWM
1025
Tradition Wealth Management
Minnesota
$7K -$34.8K -199 -84%

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.