H2O America
85 hedge funds and large institutions have $301M invested in H2O America in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 5 closing their positions.
54% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 24
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
1% more funds holding
Funds holding: 84 → 85 (+1)
5% more capital invested
Capital invested by funds: $288M → $301M (+$13.3M)
0.2% more ownership
Funds ownership: 53.21% → 53.41% (+0.2%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$5.19M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.25M |
| 3 |
BKBG
BHF Kleinwort Benson Group
Brussels,
Belgium
|
+$563K |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$516K |
| 5 |
UR
USCA RIA
Houston,
Texas
|
+$446K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Water Asset Management
New York
|
-$2.72M |
| 2 |
SGM
Summit Global Management
San Diego,
California
|
-$748K |
| 3 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$619K |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$588K |
| 5 |
IG
ING Group
Amsterdam,
Netherlands
|
-$549K |
HTO Hedge Fund Activity: Q3 2013 in Review
85 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q3 2013, worth a combined $301M — up 4.6% from $288M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HTO positions and 5 closed out — a net gain of 1 holder — while 37 added to existing stakes and 24 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $5.19M. The largest seller was Water Asset Management, exiting entirely with an estimated $2.72M sold.
- 85 institutional investors held H2O America (HTO) as of Q3 2013, up from 84 in Q2 2013.
- Funds reported $301M of H2O America stock for Q3 2013, up 4.6% quarter-over-quarter.
- 6 funds opened new H2O America positions in Q3 2013 and 5 closed out, a net change of +1 holder.
- The largest H2O America buyer in Q3 2013 was Lazard Asset Management, an estimated $5.19M added.
- The largest H2O America seller in Q3 2013 was Water Asset Management, an estimated $2.72M sold.
Based on aggregated 13F filings for Q3 2013.