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HTO

H2O America
HTO

163 hedge funds and large institutions have $1.29B invested in H2O America in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 76 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 47

6% more capital invested

Capital invested by funds: $1.21B → $1.29B (+$77.8M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.06% less ownership

Funds ownership: 68.81% → 68.74% (-0.06%)

4% less funds holding

Funds holding: 169 → 163 (-6)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

Holders
163
Holders Change
-6
Holders Change %
-3.55%
% of All Funds
3.54%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
76
Reduced
47
Closed
17
Calls
$365K
Puts
–
Net Calls
+$365K
Net Calls Change
+$130K

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$7.73M
2
Renaissance Technologies
Renaissance Technologies
New York
+$6.38M
3
KCM
Kennedy Capital Management
Missouri
+$5.94M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$5.7M
5
Northern Trust
Northern Trust
Illinois
+$4.97M

Top Sellers

Rank Fund Capital Flow
1
NI
Nuance Investments
Missouri
-$11.7M
2
BC
Blackstart Capital
New York
-$6.61M
3
Invesco
Invesco
Georgia
-$5.71M
4
American Century Companies
American Century Companies
Missouri
-$4.57M
5
Two Sigma Investments
Two Sigma Investments
New York
-$3.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
Norges Bank
26
Norges Bank
Norway
$12.7M – – –
BC
27
Blackstart Capital
New York
$11.7M -$6.61M -107,377 -36%
ProShare Advisors
28
ProShare Advisors
Maryland
$11.5M +$1.94M +31,511 +20%
Millennium Management
29
Millennium Management
New York
$10.3M +$732K +11,888 +8%
Charles Schwab
30
Charles Schwab
California
$8.8M +$620K +10,074 +7%
Schroder Investment Management Group
31
Schroder Investment Management Group
United Kingdom
$8.57M -$551K -8,959 -6%
GI
32
GAMCO Investors
Connecticut
$8.53M – – –
N
33
Nuveen
North Carolina
$7.63M +$7.73M +125,567 New
Citadel Advisors
34
Citadel Advisors
Florida
$7.54M -$2.12M -34,431 -22%
First Trust Advisors
35
First Trust Advisors
Illinois
$7.54M -$849K -13,794 -10%
Legal & General Group
36
Legal & General Group
United Kingdom
$7.33M +$570K +9,254 +8%
CIM
37
Confluence Investment Management
Missouri
$6.35M +$14.6K +237 +0.2%
Morgan Stanley
38
Morgan Stanley
New York
$5.97M -$361K -5,873 -6%
SSA
39
Schonfeld Strategic Advisors
New York
$5.68M +$2.05M +33,300 +55%
TA
40
Teton Advisors
New York
$5.18M -$246K -4,000 -4%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$4.22M -$797K -12,944 -16%
American Century Companies
42
American Century Companies
Missouri
$3.87M -$4.57M -74,215 -54%
AQR Capital Management
43
AQR Capital Management
Connecticut
$3.59M +$23.9K +389 +0.7%
Wells Fargo
44
Wells Fargo
California
$3.33M +$746K +12,116 +28%
UBS Group
45
UBS Group
Switzerland
$3.32M -$48.3K -785 -1%
Man Group
46
Man Group
United Kingdom
$3.21M -$130K -2,116 -4%
AllianceBernstein
47
AllianceBernstein
Tennessee
$3.12M +$1.16M +18,866 +58%
Goldman Sachs
48
Goldman Sachs
New York
$2.91M -$965K -15,685 -25%
Swiss National Bank
49
Swiss National Bank
Switzerland
$2.73M +$154K +2,500 +6%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$2.72M +$622K +10,100 +29%
1
2
3 4 5

HTO Hedge Fund Activity: Q2 2019 in Review

163 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q2 2019, worth a combined $1.29B — up 6.4% from $1.21B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of HTO and 14 opened new positions — a net loss of 3 holders — while 47 trimmed existing stakes and 76 added.

The largest buyer was Nuveen, opening a new position worth an estimated $7.73M. The largest seller was Nuance Investments, cutting an estimated $11.7M.

  • 163 institutional investors held H2O America (HTO) as of Q2 2019, down from 169 in Q1 2019.
  • Funds reported $1.29B of H2O America stock for Q2 2019, up 6.4% quarter-over-quarter.
  • 14 funds opened new H2O America positions in Q2 2019 and 17 closed out, a net change of -3 holders.
  • The largest H2O America buyer in Q2 2019 was Nuveen, an estimated $7.73M added.
  • The largest H2O America seller in Q2 2019 was Nuance Investments, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2019.