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 		$29.5M Buy
502,800
+491,600
+4,389% +$26.8M ﹤0.01% 1886
2025
Q4 		$549K Buy
11,200
+5,400
+93% +$259K ﹤0.01% 8804
2025
Q3 		$282K Buy
5,800
+800
+16% +$39.9K ﹤0.01% 10515
2025
Q2 		$260K Buy
5,000
+3,000
+150% +$160K ﹤0.01% 10122
2025
Q1 		$109K Sell
2,000
-5,100
-72% -$261K ﹤0.01% 11335
2024
Q4 		$349K Buy
7,100
+5,700
+407% +$314K ﹤0.01% 9340
2024
Q3 		$81.4K Sell
1,400
-3,900
-74% -$228K ﹤0.01% 11389
2024
Q2 		$287K Buy
5,300
+4,200
+382% +$230K ﹤0.01% 9233
2024
Q1 		$62.2K Sell
1,100
-400
-27% -$23.7K ﹤0.01% 11958
2023
Q4 		$98K Buy
+1,500
New +$95.2K ﹤0.01% 10960
2023
Q3 		– Sell
-1,100
Closed -$77.1K – 15033
2023
Q2 		$77.1K Buy
+1,100
New +$83.1K ﹤0.01% 11287

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.