Balyasny Asset Management
HTO

Balyasny Asset Management’s H2O America HTO Stock Holding History

Balyasny Asset Management’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.16M Buy
36,794
+17,883
+95% +$973K ﹤0.01% 1745
2025
Q4 		$926K Buy
+18,911
New +$907K ﹤0.01% 2233
2025
Q3 		– Sell
-35,010
Closed -$1.82M – 3422
2025
Q2 		$1.82M Buy
35,010
+2,381
+7% +$127K ﹤0.01% 1786
2025
Q1 		$1.78M Buy
32,629
+14,927
+84% +$764K ﹤0.01% 1757
2024
Q4 		$871K Buy
17,702
+163
+0.9% +$8.98K ﹤0.01% 1992
2024
Q3 		$1.02M Sell
17,539
-10,079
-36% -$590K ﹤0.01% 1960
2024
Q2 		$1.5M Buy
27,618
+9,703
+54% +$531K ﹤0.01% 1631
2024
Q1 		$1.01M Buy
17,915
+8,729
+95% +$518K ﹤0.01% 1782
2023
Q4 		$600K Sell
9,186
-2,444
-21% -$155K ﹤0.01% 1873
2023
Q3 		$699K Buy
+11,630
New +$780K ﹤0.01% 1659
2023
Q1 		– Sell
-214,912
Closed -$17.4M – 3102
2022
Q4 		$17.4M Buy
+214,912
New +$15.4M 0.05% 539
2019
Q3 		– Sell
-4,212
Closed -$256K – 1540
2019
Q2 		$256K Buy
+4,212
New +$259K ﹤0.01% 1362
2017
Q4 		– Sell
-3,800
Closed -$215K – 2278
2017
Q3 		$215K Buy
+3,800
New +$204K ﹤0.01% 1681

Other funds holding HTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Balyasny Asset Management's HTO Position: Q1 2026 in Review

Balyasny Asset Management increased its H2O America (HTO) stake by 95% in Q1 2026, buying an estimated $973K and bringing the position to 36,794 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1745.

Balyasny Asset Management first reported a position in HTO in Q3 2017 and has held it in 13 quarters since. The position peaked at $17.4M in Q4 2022. 312 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

  • Balyasny Asset Management held 36,794 shares of H2O America worth $2.16M as of Q1 2026.
  • Balyasny Asset Management bought 17,883 H2O America shares in Q1 2026, an estimated $973K.
  • H2O America made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1745 holding.
  • Balyasny Asset Management first reported a position in H2O America in Q3 2017 and has held it in 13 quarters since.
  • Balyasny Asset Management's H2O America position peaked at $17.4M in Q4 2022.
  • 312 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.