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American Water Works

579 hedge funds and large institutions have $10.4B invested in American Water Works in 2016 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 213 increasing their positions, 190 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more call options, than puts

Call options by funds: $21.2M | Put options by funds: $5.15M

136% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 45

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

21% more capital invested

Capital invested by funds: $8.57B → $10.4B (+$1.83B)

12% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 190

11% more funds holding

Funds holding: 522579 (+57)

7.52% more ownership

Funds ownership: 80.34%87.85% (+7.5%)

Holders
579
Holders Change
+57
Holders Change %
+10.92%
% of All Funds
15.43%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.59%
New
106
Increased
213
Reduced
190
Closed
45
Calls
$21.2M
Puts
$5.15M
Net Calls
+$16M
Net Calls Change
+$4.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.09B +$191M +2,936,616 +23%
State Street
2
State Street
Massachusetts
$653M +$359M +5,514,095 +139%
Bank of America
3
Bank of America
North Carolina
$591M -$50.7M -780,017 -8%
BIT
4
BlackRock Institutional Trust
California
$454M +$23.4M +359,291 +6%
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$262M -$14.1M -217,052 -5%
BFA
6
BlackRock Fund Advisors
California
$244M +$82M +1,260,404 +55%
BA
7
BlackRock Advisors
Delaware
$242M -$105M -1,606,518 -31%
Northern Trust
8
Northern Trust
Illinois
$232M +$58.1M +893,417 +35%
Deutsche Bank
9
Deutsche Bank
Germany
$228M -$74.9M -1,151,858 -26%
BG
10
BlackRock Group
United Kingdom
$192M +$13.3M +204,111 +8%
Franklin Resources
11
Franklin Resources
California
$183M +$462K +7,097 +0.3%
Norges Bank
12
Norges Bank
Norway
$172M +$34.9M +535,772 +27%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$160M +$71.2M +1,094,876 +89%
Goldman Sachs
14
Goldman Sachs
New York
$137M +$83.7M +1,286,742 +182%
BC
15
Brookfield Corp
Ontario, Canada
$127M -$21.1M -324,113 -15%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$113M +$48.4M +743,397 +83%
Jennison Associates
17
Jennison Associates
New York
$108M +$8.63M +132,643 +9%
Bessemer Group
18
Bessemer Group
New Jersey
$108M -$41.8M -642,617 -29%
WHRC
19
W.H. Reaves & Co
New Jersey
$105M -$30.3M -466,009 -23%
Stifel Financial
20
Stifel Financial
Missouri
$102M -$6.91M -106,147 -7%
Morgan Stanley
21
Morgan Stanley
New York
$95.1M -$428K -6,584 -0.5%
Wells Fargo
22
Wells Fargo
California
$94.4M +$3.35M +51,460 +4%
Legal & General Group
23
Legal & General Group
United Kingdom
$93M -$48.5K -745 -0.1%
Invesco
24
Invesco
Georgia
$90.7M +$33.6M +516,543 +65%
IAMU
25
Impax Asset Management (UK)
United Kingdom
$89.4M -$13.6M -208,892 -14%

AWK Hedge Fund Activity: Q1 2016 in Review

579 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in American Water Works (AWK) for Q1 2016, worth a combined $10.4B — up 21% from $8.57B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new AWK positions and 45 closed out — a net gain of 61 holders — while 213 added to existing stakes and 190 trimmed.

The largest buyer was State Street, adding an estimated $359M. The largest seller was BlackRock Advisors, cutting an estimated $105M.

  • 579 institutional investors held American Water Works (AWK) as of Q1 2016, up from 522 in Q4 2015.
  • Funds reported $10.4B of American Water Works stock for Q1 2016, up 21% quarter-over-quarter.
  • 106 funds opened new American Water Works positions in Q1 2016 and 45 closed out, a net change of +61 holders.
  • The largest American Water Works buyer in Q1 2016 was State Street, an estimated $359M added.
  • The largest American Water Works seller in Q1 2016 was BlackRock Advisors, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2016.