Jim Simons’s H2O America HTO Stock Holding History

Jim Simons’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	$9.26M	Buy	157,900 +73,900	+88%	+$4.02M	0.01%	1006
2025 Q4	$4.12M	Sell	84,000 -32,300	-28%	-$1.55M	0.01%	1412
2025 Q3	$5.66M	Buy	116,300 +84,600	+267%	+$4.22M	0.01%	1416
2025 Q2	$1.65M	Sell	31,700 -15,700	-33%	-$835K	﹤0.01%	2238
2025 Q1	$2.59M	Sell	47,400 -23,500	-33%	-$1.2M	﹤0.01%	1841
2024 Q4	$3.49M	Sell	70,900 -43,800	-38%	-$2.41M	0.01%	1673
2024 Q3	$6.67M	Sell	114,700 -24,800	-18%	-$1.45M	0.01%	1267
2024 Q2	$7.56M	Sell	139,500 -52,400	-27%	-$2.87M	0.01%	1076
2024 Q1	$10.9M	Sell	191,900 -19,100	-9%	-$1.13M	0.02%	947
2023 Q4	$13.8M	Sell	211,000 -25,700	-11%	-$1.63M	0.02%	788
2023 Q3	$14.2M	Sell	236,700 -40,000	-14%	-$2.68M	0.02%	726
2023 Q2	$19.4M	Sell	276,700 -37,300	-12%	-$2.82M	0.03%	687
2023 Q1	$23.9M	Sell	314,000 -24,900	-7%	-$1.92M	0.03%	624
2022 Q4	$27.5M	Sell	338,900 -10,500	-3%	-$751K	0.04%	571
2022 Q3	$20.1M	Sell	349,400 -48,700	-12%	-$3.14M	0.03%	670
2022 Q2	$24.8M	Sell	398,100 -3,900	-1%	-$241K	0.03%	624
2022 Q1	$28M	Sell	402,000 -28,400	-7%	-$1.91M	0.03%	572
2021 Q4	$31.5M	Sell	430,400 -54,600	-11%	-$3.8M	0.04%	494
2021 Q3	$32M	Buy	485,000 +34,500	+8%	+$2.33M	0.04%	462
2021 Q2	$28.5M	Sell	450,500 -57,200	-11%	-$3.7M	0.04%	558
2021 Q1	$32M	Sell	507,700 -130,500	-20%	-$8.52M	0.04%	537
2020 Q4	$44.3M	Sell	638,200 -102,300	-14%	-$6.65M	0.05%	394
2020 Q3	$45.1M	Sell	740,500 -163,800	-18%	-$10.4M	0.05%	415
2020 Q2	$56.2M	Sell	904,300 -190,100	-17%	-$11.4M	0.05%	394
2020 Q1	$63.2M	Buy	1,094,400 +25,500	+2%	+$1.72M	0.06%	320
2019 Q4	$76M	Buy	1,068,900 +10,500	+1%	+$742K	0.06%	370
2019 Q3	$72.3M	Buy	1,058,400 +109,200	+12%	+$7.17M	0.06%	377
2019 Q2	$57.7M	Buy	949,200 +103,700	+12%	+$6.38M	0.05%	434
2019 Q1	$52.2M	Buy	845,500 +80,800	+11%	+$4.85M	0.05%	484
2018 Q4	$42.5M	Buy	764,700 +136,300	+22%	+$8.08M	0.05%	505
2018 Q3	$38.4M	Buy	628,400 +84,500	+16%	+$5.24M	0.04%	563
2018 Q2	$36M	Buy	543,900 +53,000	+11%	+$3.22M	0.04%	586
2018 Q1	$25.9M	Buy	490,900 +53,200	+12%	+$2.99M	0.03%	783
2017 Q4	$27.9M	Buy	437,700 +19,400	+5%	+$1.23M	0.03%	740
2017 Q3	$23.7M	Buy	418,300 +24,700	+6%	+$1.33M	0.03%	794
2017 Q2	$19.4M	Buy	393,600 +26,600	+7%	+$1.32M	0.02%	868
2017 Q1	$17.7M	Buy	367,000 +53,300	+17%	+$2.63M	0.02%	878
2016 Q4	$17.6M	Buy	313,700 +46,900	+18%	+$2.37M	0.03%	869
2016 Q3	$11.7M	Buy	266,800 +35,300	+15%	+$1.47M	0.02%	1054
2016 Q2	$9.12M	Sell	231,500 -57,400	-20%	-$2.05M	0.02%	1209
2016 Q1	$10.5M	Buy	288,900 +167,000	+137%	+$5.62M	0.02%	1106
2015 Q4	$3.61M	Buy	121,900 +37,900	+45%	+$1.16M	0.01%	1712
2015 Q3	$2.58M	Buy	84,000 +27,400	+48%	+$815K	0.01%	1842
2015 Q2	$1.74M	Buy	56,600 +2,000	+4%	+$60.3K	﹤0.01%	2149
2015 Q1	$1.69M	Buy	54,600 +14,400	+36%	+$474K	﹤0.01%	2023
2014 Q4	$1.29M	Buy	40,200 +28,600	+247%	+$860K	﹤0.01%	2003
2014 Q3	$312K	Buy	+11,600	New	+$312K	﹤0.01%	2461

Other funds holding HTO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIP

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Jim Simons's HTO Position: Q1 2026 in Review

Jim Simons increased its H2O America (HTO) stake by 88% in Q1 2026, buying an estimated $4.02M and bringing the position to 157,900 shares worth $9.26M. The position accounts for 0.01% of the portfolio, ranked #1006.

Jim Simons first reported a position in HTO in Q3 2014 and has held it in 47 quarters since. The position peaked at $76M in Q4 2019. 313 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

Jim Simons held 157,900 shares of H2O America worth $9.26M as of Q1 2026.
Jim Simons bought 73,900 H2O America shares in Q1 2026, an estimated $4.02M.
H2O America made up 0.01% of Jim Simons's portfolio in Q1 2026, its #1006 holding.
Jim Simons first reported a position in H2O America in Q3 2014 and has held it in 47 quarters since.
Jim Simons's H2O America position peaked at $76M in Q4 2019.
313 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.