Citadel Advisors
HTO

Citadel Advisors’s H2O America HTO Stock Holding History

Citadel Advisors’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 		$14.9M Buy
253,900
+245,000
+2,753% +$13.3M ﹤0.01% 2695
2025
Q4 		$436K Buy
+8,900
New +$427K ﹤0.01% 9353
2025
Q3 		– Sell
-114,200
Closed -$5.93M – 13971
2025
Q2 		$5.93M Buy
114,200
+112,700
+7,513% +$5.99M ﹤0.01% 3818
2025
Q1 		$82K Buy
1,500
+1,200
+400% +$61.4K ﹤0.01% 11735
2024
Q4 		$14.8K Sell
300
-100
-25% -$5.51K ﹤0.01% 13392
2024
Q3 		$23.2K Sell
400
-1,000
-71% -$58.5K ﹤0.01% 12663
2024
Q2 		$75.9K Sell
1,400
-1,200
-46% -$65.7K ﹤0.01% 11271
2024
Q1 		$147K Sell
2,600
-300
-10% -$17.8K ﹤0.01% 10795
2023
Q4 		$190K Buy
+2,900
New +$184K ﹤0.01% 10036
2023
Q3 		– Sell
-2,600
Closed -$182K – 15031
2023
Q2 		$182K Buy
+2,600
New +$196K ﹤0.01% 10035

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

Citadel Advisors's HTO Position: Q1 2026 in Review

Citadel Advisors increased its H2O America (HTO) stake by 530% in Q1 2026, buying an estimated $19.1M and bringing the position to 416,111 shares worth $24.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2089.

Citadel Advisors first reported a position in HTO in Q4 2013 and has held it in 38 quarters since. 312 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

  • Citadel Advisors held 416,111 shares of H2O America worth $24.4M as of Q1 2026.
  • Citadel Advisors bought 350,034 H2O America shares in Q1 2026, an estimated $19.1M.
  • H2O America made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #2089 holding.
  • Citadel Advisors first reported a position in H2O America in Q4 2013 and has held it in 38 quarters since.
  • 312 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.