SFI
HTO

Susquehanna Fundamental Investments’s H2O America HTO Stock Holding History

Susquehanna Fundamental Investments’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
Q3 		– Sell
-7,440
Closed -$387K – 743
2025
Q2 		$387K Sell
7,440
-25,726
-78% -$1.37M 0.01% 584
2025
Q1 		$1.81M Sell
33,166
-3,159
-9% -$162K 0.03% 548
2024
Q4 		$1.79M Buy
+36,325
New +$2M 0.03% 556
2024
Q2 		$1.22M Buy
+22,528
New +$1.23M 0.03% 518
2023
Q3 		– Sell
-4,175
Closed -$293K – 567
2023
Q2 		$293K Sell
4,175
-1,572
-27% -$119K 0.01% 521
2023
Q1 		$438K Sell
5,747
-1,752
-23% -$135K 0.01% 712
2022
Q4 		$609K Sell
7,499
-7,715
-51% -$552K 0.01% 809
2022
Q3 		$876K Buy
+15,214
New +$980K 0.01% 844
2022
Q1 		$713K Buy
10,250
+3,000
+41% +$202K 0.01% 955
2021
Q4 		$531K Buy
+7,250
New +$504K 0.01% 895
2020
Q4 		– Sell
-14,026
Closed -$854K – 1594
2020
Q3 		$854K Buy
14,026
+7,426
+113% +$470K 0.03% 695
2020
Q2 		$410K Buy
+6,600
New +$396K 0.02% 667

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna Fundamental Investments's HTO Position: Q3 2025 in Review

Susquehanna Fundamental Investments sold out of H2O America (HTO) in Q3 2025, closing a stake of 7,440 shares — an estimated $387K sold.

Susquehanna Fundamental Investments first reported a position in HTO in Q2 2020 and held it in 12 quarters. The position peaked at $1.81M in Q1 2025. 281 funds tracked by Wall St. Rank hold HTO as of Q3 2025.

  • Susquehanna Fundamental Investments reported no remaining H2O America position as of Q3 2025 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 7,440 H2O America shares in Q3 2025, an estimated $387K.
  • Susquehanna Fundamental Investments first reported a position in H2O America in Q2 2020 and held it in 12 quarters.
  • Susquehanna Fundamental Investments's H2O America position peaked at $1.81M in Q1 2025.
  • 281 funds tracked by Wall St. Rank held H2O America as of Q3 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q3 2025, filed 14 Nov 2025.