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American Water Works

1,028 hedge funds and large institutions have $25.2B invested in American Water Works in 2022 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 382 increasing their positions, 389 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.22% more ownership

Funds ownership: 83.79%84.01% (+0.22%)

2% less repeat investments, than reductions

Existing positions increased: 382 | Existing positions reduced: 389

10% less call options, than puts

Call options by funds: $43M | Put options by funds: $47.7M

2% less funds holding

Funds holding: 1,0541,028 (-26)

12% less capital invested

Capital invested by funds: $28.6B → $25.2B (-$3.41B)

17% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 100

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

Holders
1,028
Holders Change
-26
Holders Change %
-2.47%
% of All Funds
16.21%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.21%
New
83
Increased
382
Reduced
389
Closed
100
Calls
$43M
Puts
$47.7M
Net Calls
-$4.73M
Net Calls Change
+$69K
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1001
Janiczek Wealth Management
Colorado
$5K -$9.51K -60 -65%
ATC
1002
Adirondack Trust Company
New York
$5K
BWM
1003
BerganKDV Wealth Management
Minnesota
$5K
CWM
1004
Cedar Wealth Management
California
$5K
JPLA
1005
Joseph P. Lucia & Associates
New York
$5K +$4.75K +30 New
CI Investments Inc
1006
CI Investments Inc
Ontario, Canada
$4K -$79.5K -502 -96%
ME
1007
McIlrath & Eck
Washington
$4K
ST
1008
Sageworth Trust
Pennsylvania
$4K
BONH
1009
Bank of New Hampshire
New Hampshire
$4K +$3.8K +24 New
CAGAS
1010
Capital Advisory Group Advisory Services
Minnesota
$4K +$4.28K +27 New
BA
1011
Bellwether Advisors
Nebraska
$3K -$22.5K -142 -88%
CMBA
1012
C.M. Bidwell & Associates
Hawaii
$3K
FEG
1013
Financial Enhancement Group
Indiana
$3K
NIC
1014
Northwest Investment Counselors
Oregon
$3K
GKIM
1015
GW&K Investment Management
Massachusetts
$3K +$2.54K +16 New
CI
1016
Cordant Inc
Oregon
$3K +$3.01K +19 New
PMFA
1017
Plante Moran Financial Advisors
Michigan
$2K -$8.24K -52 -84%
SC
1018
Schubert & Co
Texas
$2K +$475 +3 +33%
DI
1019
Disciplined Investments
Oklahoma
$2K +$1.9K +12 New
SIC
1020
SJS Investment Consulting
Ohio
$2K +$2.69K +17 New
AA
1021
Addison Advisors
Vermont
$1K -$1.58K -10 -71%
PWC
1022
PYA Waltman Capital
Tennessee
$1K
UFF
1023
USA Financial Formulas
Michigan
$1K
BC
1024
Burleson & Co
California
$1K +$634 +4 New
LOIM
1025
Liberty One Investment Management
Illinois
$1K +$1.27K +8 New

AWK Hedge Fund Activity: Q1 2022 in Review

1,028 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in American Water Works (AWK) for Q1 2022, worth a combined $25.2B — down 12% from $28.6B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of AWK and 83 opened new positions — a net loss of 17 holders — while 389 trimmed existing stakes and 382 added.

The largest buyer was Amundi, adding an estimated $152M. The largest seller was American Century Companies, cutting an estimated $161M.

  • 1,028 institutional investors held American Water Works (AWK) as of Q1 2022, down from 1,054 in Q4 2021.
  • Funds reported $25.2B of American Water Works stock for Q1 2022, down 12% quarter-over-quarter.
  • 83 funds opened new American Water Works positions in Q1 2022 and 100 closed out, a net change of -17 holders.
  • The largest American Water Works buyer in Q1 2022 was Amundi, an estimated $152M added.
  • The largest American Water Works seller in Q1 2022 was American Century Companies, an estimated $161M sold.

Based on aggregated 13F filings for Q1 2022.