We are live on ! Find out more
HTO

H2O America

252 hedge funds and large institutions have $1.49B invested in H2O America in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 85 increasing their positions, 87 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 18

10% more capital invested

Capital invested by funds: $1.35B → $1.49B (+$139M)

10% more funds holding

Funds holding: 229252 (+23)

1.11% more ownership

Funds ownership: 77.23%78.34% (+1.1%)

2% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 87

77% less call options, than puts

Call options by funds: $23K | Put options by funds: $98K

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
252
Holders Change
+23
Holders Change %
+10.04%
% of All Funds
3.62%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
42
Increased
85
Reduced
87
Closed
18
Calls
$23K
Puts
$98K
Net Calls
-$75K
Net Calls Change
+$141K
Name Holding Trade Value Shares
Change
Change in
Stake
UB
226
UMB Bank
Missouri
$4.07K +$2.22K +38 +119%
NSIM
227
North Star Investment Management
Illinois
$3.28K +$3.28K +56 New
FPF
228
First Pacific Financial
Washington
$2.91K +$1.46K +25 +100%
RIL
229
Rothschild Investment LLC
Illinois
$2.32K +$2.05K +35 +700%
Simplex Trading
230
Simplex Trading
Illinois
$2K -$4.27K -73 -60%
BTI
231
Blue Trust Inc
Georgia
$1.63K +$1.76K +30 New
PA
232
Parallel Advisors
California
$1.53K -$2.63K -45 -63%
CPA
233
Capital Performance Advisors
California
$1.4K +$1.4K +24 New
FMII
234
Farmers & Merchants Investments Inc
Nebraska
$1.16K
JWA
235
JFS Wealth Advisors
Pennsylvania
$1.1K +$527 +9 +90%
CAS
236
Coppell Advisory Solutions
Texas
$862
BBPWM
237
Blue Bell Private Wealth Management
Pennsylvania
$639
EWA
238
EverSource Wealth Advisors
Alabama
$639
FGC
239
Financial Gravity Companies
Texas
$581 +$585 +10 New
BIA
240
Bell Investment Advisors
California
$523 -$468 -8 -47%
PFBT
241
Parkside Financial Bank & Trust
Missouri
$465
HNB
242
Huntington National Bank
Ohio
$349
DPW
243
DiNuzzo Private Wealth
Pennsylvania
$349 +$117 +2 +50%
SIC
244
SJS Investment Consulting
Ohio
$349 +$117 +2 +50%
AWM
245
Abound Wealth Management
Tennessee
$233 -$117 -2 -33%
CA
246
Claris Advisors
Missouri
$232 +$234 +4 New
IAIM
247
International Assets Investment Management
Florida
$211 +$701K +11,978 +4,233%
FFA
248
Farther Finance Advisors
California
$174 +$59 +1 +50%
WOC
249
West Oak Capital
California
$145
MFG
250
Mendota Financial Group
Wisconsin
$117 +$117 +2 New

HTO Hedge Fund Activity: Q3 2024 in Review

252 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q3 2024, worth a combined $1.49B — up 10% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new HTO positions and 18 closed out — a net gain of 24 holders — while 85 added to existing stakes and 87 trimmed.

The largest buyer was BlackRock, adding an estimated $20.5M. The largest seller was Nuance Investments, cutting an estimated $21.1M.

  • 252 institutional investors held H2O America (HTO) as of Q3 2024, up from 229 in Q2 2024.
  • Funds reported $1.49B of H2O America stock for Q3 2024, up 10% quarter-over-quarter.
  • 42 funds opened new H2O America positions in Q3 2024 and 18 closed out, a net change of +24 holders.
  • The largest H2O America buyer in Q3 2024 was BlackRock, an estimated $20.5M added.
  • The largest H2O America seller in Q3 2024 was Nuance Investments, an estimated $21.1M sold.

Based on aggregated 13F filings for Q3 2024.