BGIM
HTO

Brandywine Global Investment Management’s H2O America HTO Stock Holding History

Brandywine Global Investment 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
2025
Q4 		$4.01M Buy
81,927
+63,918
+355% +$3.07M 0.03% 397
2025
Q3 		$877K Buy
+18,009
New +$899K 0.01% 553

Other funds holding HTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Brandywine Global Investment Management's HTO Position: Q4 2025 in Review

Brandywine Global Investment Management increased its H2O America (HTO) stake by 355% in Q4 2025, buying an estimated $3.07M and bringing the position to 81,927 shares worth $4.01M. The position accounts for 0.03% of the portfolio, ranked #397.

Brandywine Global Investment Management first reported a position in HTO in Q3 2025 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold HTO as of Q4 2025.

  • Brandywine Global Investment Management held 81,927 shares of H2O America worth $4.01M as of Q4 2025.
  • Brandywine Global Investment Management bought 63,918 H2O America shares in Q4 2025, an estimated $3.07M.
  • H2O America made up 0.03% of Brandywine Global Investment Management's portfolio in Q4 2025, its #397 holding.
  • Brandywine Global Investment Management first reported a position in H2O America in Q3 2025 and has held it in 2 quarters since.
  • 280 funds tracked by Wall St. Rank held H2O America as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.