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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
KTC
1026
Kistler-Tiffany Companies
Pennsylvania
$7K
UIA
1027
Ulland Investment Advisors
Minnesota
$7K +$6.11K +35 New
ATC
1028
Adirondack Trust Company
New York
$6K
BWM
1029
BerganKDV Wealth Management
Minnesota
$6K
FMP
1030
Financial Management Professionals
Texas
$6K
ODG
1031
O'Dell Group
Ohio
$6K
ME
1032
McIlrath & Eck
Washington
$5K -$524 -3 -10%
BIA
1033
Bell Investment Advisors
California
$5K
CWM
1034
Cedar Wealth Management
California
$5K
ST
1035
Sageworth Trust
Pennsylvania
$5K
CMBA
1036
C.M. Bidwell & Associates
Hawaii
$4K
EWM
1037
Edge Wealth Management
New York
$4K
FEG
1038
Financial Enhancement Group
Indiana
$4K
CWP
1039
Concord Wealth Partners
Virginia
$4K +$3.84K +22 New
AA
1040
Addison Advisors
Vermont
$3K +$2.45K +14 New
JWA
1041
JFS Wealth Advisors
Pennsylvania
$3K +$2.79K +16 New
NIC
1042
Northwest Investment Counselors
Oregon
$3K +$3.14K +18 New
EI
1043
Ellevest Inc
New York
$2K -$82.1K -470 -98%
CCC
1044
Crescent Capital Consulting
Louisiana
$2K
CAC
1045
Core Alternative Capital
Georgia
$2K +$1.4K +8 New
PWC
1046
PYA Waltman Capital
Tennessee
$2K +$1.4K +8 New
SC
1047
Schubert & Co
Texas
$2K +$1.57K +9 New
SWA
1048
Sutton Wealth Advisors
Florida
$1.51K
AWM
1049
Avior Wealth Management
Nebraska
$1K
UFF
1050
USA Financial Formulas
Michigan
$1K

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.