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HTO

H2O America
HTO

253 hedge funds and large institutions have $1.49B invested in H2O America in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 101 increasing their positions, 67 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

51% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 67

15% more capital invested

Capital invested by funds: $1.29B → $1.49B (+$193M)

5% more funds holding

Funds holding: 240 → 253 (+13)

1.84% more ownership

Funds ownership: 79% → 80.85% (+1.8%)

42% less call options, than puts

Call options by funds: $82K | Put options by funds: $141K

Holders
253
Holders Change
+13
Holders Change %
+5.42%
% of All Funds
3.39%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
47
Increased
101
Reduced
67
Closed
31
Calls
$82K
Puts
$141K
Net Calls
-$59K
Net Calls Change
+$279K

Top Buyers

Rank Fund Capital Flow
1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$35.8M
2
Marshall Wace
Marshall Wace
United Kingdom
+$13.8M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$11M
4
Victory Capital Management
Victory Capital Management
Texas
+$8.65M
5
DPIM
Duff & Phelps Investment Management
Illinois
+$7.96M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$23.8M
2
BlackRock
BlackRock
New York
-$18M
3
Norges Bank
Norges Bank
Norway
-$10.3M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$5.81M
5
Amundi
Amundi
France
-$5.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
251
Bay Harbor Wealth Management
Maryland
$54 +$51 +1 New
Norges Bank
252
Norges Bank
Norway
– -$10.3M -208,360 Closed
VLKIM
253
Van Lanschot Kempen Investment Management
Netherlands
– -$2.43M -49,400 Closed
State of New Jersey Common Pension Fund D
254
State of New Jersey Common Pension Fund D
New Jersey
– -$1.87M -38,063 Closed
Canada Pension Plan Investment Board
255
Canada Pension Plan Investment Board
Ontario, Canada
– -$1.84M -37,400 Closed
Two Sigma Advisers
256
Two Sigma Advisers
New York
– -$1.37M -27,800 Closed
DFCM
257
Dark Forest Capital Management
Puerto Rico
– -$1.16M -23,548 Closed
Man Group
258
Man Group
United Kingdom
– -$1.08M -21,999 Closed
D.E. Shaw & Co
259
D.E. Shaw & Co
New York
– -$1.01M -20,548 Closed
Allianz Asset Management
260
Allianz Asset Management
Germany
– -$827K -16,793 Closed
TD Asset Management
261
TD Asset Management
Ontario, Canada
– -$561K -11,400 Closed
Voloridge Investment Management
262
Voloridge Investment Management
Florida
– -$518K -10,526 Closed
MCM
263
Manchester Capital Management
Vermont
– -$426K -8,652 Closed
QC
264
Quadrature Capital
United Kingdom
– -$412K -8,373 Closed
BP
265
Ballentine Partners
Massachusetts
– -$342K -6,943 Closed
EC
266
EntryPoint Capital
New York
– -$314K -6,389 Closed
KAS
267
Kestra Advisory Services
Texas
– -$302K -6,141 Closed
I
268
InceptionR
California
– -$243K -4,938 Closed
TSS
269
Two Sigma Securities
New York
– -$233K -4,736 Closed
CC
270
Centiva Capital
New York
– -$220K -4,478 Closed
II
271
IFM Investors
Australia
– -$214K -4,342 Closed
IFU
272
iSAM Funds (UK)
United Kingdom
– -$209K -4,238 Closed
GEA
273
Glen Eagle Advisors
New Jersey
– -$19.7K -400 Closed
CCA
274
Catalyst Capital Advisors
New York
– -$12.6K -256 Closed
LC
275
Lindbrook Capital
California
– -$8.17K -166 Closed
8 9 10
11
12

HTO Hedge Fund Activity: Q1 2025 in Review

253 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q1 2025, worth a combined $1.49B — up 15% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new HTO positions and 31 closed out — a net gain of 16 holders — while 101 added to existing stakes and 67 trimmed.

The largest buyer was CIBC Private Wealth Group, opening a new position worth an estimated $35.8M. The largest seller was State Street, cutting an estimated $23.8M.

  • 253 institutional investors held H2O America (HTO) as of Q1 2025, up from 240 in Q4 2024.
  • Funds reported $1.49B of H2O America stock for Q1 2025, up 15% quarter-over-quarter.
  • 47 funds opened new H2O America positions in Q1 2025 and 31 closed out, a net change of +16 holders.
  • The largest H2O America buyer in Q1 2025 was CIBC Private Wealth Group, an estimated $35.8M added.
  • The largest H2O America seller in Q1 2025 was State Street, an estimated $23.8M sold.

Based on aggregated 13F filings for Q1 2025.