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HTO

H2O America

312 hedge funds and large institutions have $2.62B invested in H2O America in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 141 increasing their positions, 62 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 62

119% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 32

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

78% more capital invested

Capital invested by funds: $1.48B → $2.62B (+$1.15B)

39.52% more ownership

Funds ownership: 84.18%123.7% (+40%)

11% more funds holding

Funds holding: 280312 (+32)

65% less call options, than puts

Call options by funds: $15.6M | Put options by funds: $44.2M

Holders
312
Holders Change
+32
Holders Change %
+11.43%
% of All Funds
3.84%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
70
Increased
141
Reduced
62
Closed
32
Calls
$15.6M
Puts
$44.2M
Net Calls
-$28.6M
Net Calls Change
-$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Barrow, Hanley, Mewhinney & Strauss
26
Barrow, Hanley, Mewhinney & Strauss
Texas
$24M +$22.3M +409,650 New
NI
27
Nuance Investments
Missouri
$23M -$28M -515,078 -57%
Northern Trust
28
Northern Trust
Illinois
$21.9M +$1.65M +30,352 +9%
Point72 Asset Management
29
Point72 Asset Management
Connecticut
$21.8M +$20.2M +371,129 New
Millennium Management
30
Millennium Management
New York
$20.2M +$18.5M +338,997 +7,074%
Goldman Sachs
31
Goldman Sachs
New York
$20.1M -$7.65M -140,492 -29%
Bank of America
32
Bank of America
North Carolina
$15.5M +$8.12M +149,168 +129%
Two Sigma Investments
33
Two Sigma Investments
New York
$14.7M +$2.91M +53,421 +27%
AIM
34
Ausbil Investment Management
Australia
$14.3M +$10.4M +191,163 +360%
VFT
35
Vanguard Fiduciary Trust
Pennsylvania
$14.1M +$13.1M +240,956 New
N
36
Nuveen
North Carolina
$13.6M +$2.68M +49,305 +27%
BGDI
37
BW Gestao de Investimentos
Brazil
$13M +$7.61M +139,739 +172%
M
38
Mirova
France
$11.5M +$10.6M +195,246 New
Bank of New York Mellon
39
Bank of New York Mellon
New York
$11.2M +$386K +7,083 +4%
Hotchkis & Wiley Capital Management
40
Hotchkis & Wiley Capital Management
California
$10.7M -$3.92M -71,970 -28%
Principal Financial Group
41
Principal Financial Group
Iowa
$10.6M +$1.24M +22,711 +14%
AQR Capital Management
42
AQR Capital Management
Connecticut
$10.1M +$924K +16,981 +11%
VCM
43
Vennlight Capital Management
Connecticut
$9.52M +$8.83M +162,217 New
Renaissance Technologies
44
Renaissance Technologies
New York
$9.26M +$4.02M +73,900 +88%
UBS Group
45
UBS Group
Switzerland
$8.8M +$2.04M +37,556 +33%
GF
46
Gabelli Funds
New York
$8.78M +$108K +1,992 +1%
RCMU
47
Rokos Capital Management (UK)
United Kingdom
$7.93M +$7.35M +135,116 New
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.84M +$1M +18,408 +16%
UBS AM
49
UBS AM
Illinois
$7.73M -$282K -5,180 -4%
Franklin Resources
50
Franklin Resources
California
$6.97M +$4.26M +78,230 +192%