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HTO

H2O America

158 hedge funds and large institutions have $1.35B invested in H2O America in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 46 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 46

3.84% more ownership

Funds ownership: 71.25%75.09% (+3.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2% less funds holding

Funds holding: 161158 (-3)

13% less capital invested

Capital invested by funds: $1.55B → $1.35B (-$199M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $290K

Holders
158
Holders Change
-3
Holders Change %
-1.86%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
64
Reduced
46
Closed
25
Calls
Puts
$290K
Net Calls
-$290K
Net Calls Change
-$290K
Name Holding Trade Value Shares
Change
Change in
Stake
CRM
26
Cramer Rosenthal McGlynn
Connecticut
$11.3M -$1.18M -18,150 -9%
ZP
27
Zimmer Partners
New York
$11M +$11.4M +175,000 New
RJA
28
Raymond James & Associates
Florida
$10.8M +$2.89M +44,247 +35%
Millennium Management
29
Millennium Management
New York
$10.2M +$540K +8,267 +5%
GI
30
GAMCO Investors
Connecticut
$8.17M
JP Morgan Chase
31
JP Morgan Chase
New York
$7.83M +$3.58M +54,898 +79%
N
32
Nuveen
North Carolina
$6.93M -$126K -1,929 -2%
CIM
33
Confluence Investment Management
Missouri
$6.16M +$234K +3,587 +4%
Deutsche Bank
34
Deutsche Bank
Germany
$5.41M +$1.28M +19,647 +30%
KCM
35
Kennedy Capital Management
Missouri
$5.39M -$9M -137,931 -62%
Victory Capital Management
36
Victory Capital Management
Texas
$5.22M +$5.02M +76,884 +1,285%
Assenagon Asset Management
37
Assenagon Asset Management
Luxembourg
$5.09M +$5.27M +80,816 New
CCM
38
CAAS Capital Management
New York
$4.59M +$4.76M +72,920 New
Marshall Wace
39
Marshall Wace
United Kingdom
$4M +$4.14M +63,509 New
Morgan Stanley
40
Morgan Stanley
New York
$3.93M -$798K -12,221 -16%
TA
41
Teton Advisors
New York
$3.92M
Swiss National Bank
42
Swiss National Bank
Switzerland
$3.7M +$39.2K +600 +1%
Bank of America
43
Bank of America
North Carolina
$3.25M +$1.7M +25,995 +102%
UBS Group
44
UBS Group
Switzerland
$3.11M +$47.6K +730 +1%
AllianceBernstein
45
AllianceBernstein
Tennessee
$3.02M +$194K +2,965 +7%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$3.01M -$613K -9,389 -16%
UBS AM
47
UBS AM
Illinois
$2.94M +$6.46K +99 +0.2%
Ameriprise
48
Ameriprise
Minnesota
$2.83M +$835K +12,789 +40%
Citadel Advisors
49
Citadel Advisors
Florida
$2.7M +$684K +10,484 +32%
PPA
50
Parametric Portfolio Associates
Washington
$2.68M +$133K +2,043 +5%