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HTO

H2O America
HTO

229 hedge funds and large institutions have $1.63B invested in H2O America in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 82 increasing their positions, 87 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

96% more call options, than puts

Call options by funds: $192K | Put options by funds: $98K

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

11% more capital invested

Capital invested by funds: $1.47B → $1.63B (+$157M)

2% more funds holding

Funds holding: 224 → 229 (+5)

0.98% more ownership

Funds ownership: 77.23% → 78.21% (+0.98%)

6% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 87

Holders
229
Holders Change
+5
Holders Change %
+2.23%
% of All Funds
3.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
82
Reduced
87
Closed
20
Calls
$192K
Puts
$98K
Net Calls
+$94K
Net Calls Change
+$100K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$31.7M
2
BlackRock
BlackRock
New York
+$11.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.97M
4
State Street
State Street
Massachusetts
+$4.46M
5
Barclays
Barclays
United Kingdom
+$2.37M

Top Sellers

1
Invesco
Invesco
Georgia
-$12.5M
2
Northern Trust
Northern Trust
Illinois
-$7.1M
3
Two Sigma Investments
Two Sigma Investments
New York
-$4.12M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$3M
5
Millennium Management
Millennium Management
New York
-$2.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
226
Huntington National Bank
Ohio
$65 – – –
TWP
227
TFO Wealth Partners
Ohio
$65 – – –
FGAM
228
Financial Gravity Asset Management
Texas
$17 – – –
EP
229
Edgestream Partners
New Jersey
– -$2.57M -42,837 Closed
DFCM
230
Dark Forest Capital Management
Puerto Rico
– -$1.02M -16,955 Closed
CCIA
231
Campbell & Co Investment Adviser
Maryland
– -$831K -13,826 Closed
Squarepoint
232
Squarepoint
New York
– -$828K -13,776 Closed
CM
233
CoreCommodity Management
Connecticut
– -$592K -9,845 Closed
QT
234
Quantbot Technologies
New York
– -$538K -8,947 Closed
CSS
235
Cubist Systematic Strategies
Connecticut
– -$528K -8,783 Closed
D.E. Shaw & Co
236
D.E. Shaw & Co
New York
– -$431K -7,171 Closed
VCM
237
Virtue Capital Management
Tennessee
– -$386K -5,524 Closed
II
238
IFM Investors
Australia
– -$256K -4,253 Closed
LPL Financial
239
LPL Financial
California
– -$237K -3,936 Closed
PP
240
PDT Partners
New York
– -$223K -3,703 Closed
XT
241
XTX Topco
Cayman Islands
– -$222K -3,700 Closed
NA
242
NewEdge Advisors
Louisiana
– -$74K -1,231 Closed
UFF
243
USA Financial Formulas
Michigan
– -$19.5K -325 Closed
WTG
244
West Tower Group
Virginia
– -$5.59K -93 Closed
Simplex Trading
245
Simplex Trading
Illinois
– -$5.27K -83 Closed
PFBT
246
Parkside Financial Bank & Trust
Missouri
– -$1.38K -23 Closed
GWS
247
Glassman Wealth Services
Virginia
– -$541 -9 Closed
BAAM
248
Baker Avenue Asset Management
California
– -$421 -7 Closed
C
249
Covestor
United Kingdom
– +$63 +1 +50%
6 7 8 9
10

HTO Hedge Fund Activity: Q4 2023 in Review

229 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q4 2023, worth a combined $1.63B — up 11% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new HTO positions and 20 closed out — a net gain of 7 holders — while 82 added to existing stakes and 87 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $31.7M. The largest seller was Invesco, cutting an estimated $12.5M.

  • 229 institutional investors held H2O America (HTO) as of Q4 2023, up from 224 in Q3 2023.
  • Funds reported $1.63B of H2O America stock for Q4 2023, up 11% quarter-over-quarter.
  • 27 funds opened new H2O America positions in Q4 2023 and 20 closed out, a net change of +7 holders.
  • The largest H2O America buyer in Q4 2023 was Morgan Stanley, an estimated $31.7M added.
  • The largest H2O America seller in Q4 2023 was Invesco, an estimated $12.5M sold.

Based on aggregated 13F filings for Q4 2023.