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HTO

H2O America

222 hedge funds and large institutions have $1.77B invested in H2O America in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 90 increasing their positions, 67 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $182K | Put options by funds: $84K

34% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 67

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

3% more funds holding

Funds holding: 216222 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.26% less ownership

Funds ownership: 83.54%80.28% (-3.3%)

10% less capital invested

Capital invested by funds: $1.96B → $1.77B (-$191M)

Holders
222
Holders Change
+6
Holders Change %
+2.78%
% of All Funds
3.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
90
Reduced
67
Closed
25
Calls
$182K
Puts
$84K
Net Calls
+$98K
Net Calls Change
-$123K
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
26
First Manhattan
New York
$9.56M -$1.21M -15,983 -10%
CRM
27
Cramer Rosenthal McGlynn
Connecticut
$9.44M -$2.45M -32,461 -19%
Goldman Sachs
28
Goldman Sachs
New York
$8.69M -$14.4M -190,876 -61%
ProShare Advisors
29
ProShare Advisors
Maryland
$8.16M -$1.24M -16,374 -12%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$7.72M +$1.23M +16,231 +17%
Two Sigma Investments
31
Two Sigma Investments
New York
$7.7M +$660K +8,740 +9%
PPL
32
PATRIZIA Pty Ltd
Australia
$7.23M +$879K +11,635 +13%
DPIM
33
Duff & Phelps Investment Management
Illinois
$6.89M
Ameriprise
34
Ameriprise
Minnesota
$6.83M -$199K -2,638 -3%
TAM
35
Thematics Asset Management
France
$6.12M +$604K +8,000 +10%
JP Morgan Chase
36
JP Morgan Chase
New York
$5.87M +$1.03M +13,597 +19%
COPPSERS
37
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.8M +$1.02M +13,474 +19%
RJA
38
Raymond James & Associates
Florida
$5.76M -$883K -11,686 -12%
Voloridge Investment Management
39
Voloridge Investment Management
Florida
$5.73M -$3.12M -41,288 -34%
UBS AM
40
UBS AM
Illinois
$5.14M
CIM
41
Confluence Investment Management
Missouri
$4.99M -$377K -4,989 -7%
CYG
42
Clean Yield Group
Vermont
$4.87M -$106K -1,410 -2%
State of Wisconsin Investment Board
43
State of Wisconsin Investment Board
Wisconsin
$4.72M -$48.3K -639 -0.9%
Swiss National Bank
44
Swiss National Bank
Switzerland
$4.47M +$869K +11,500 +22%
UBS Group
45
UBS Group
Switzerland
$4.42M -$532K -7,041 -10%
Deutsche Bank
46
Deutsche Bank
Germany
$4.05M -$338K -4,475 -7%
CS
47
Credit Suisse
Switzerland
$3.94M +$737K +9,764 +21%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$3.93M +$1.18M +15,600 +39%
Canada Life
49
Canada Life
Manitoba, Canada
$3.79M +$175K +2,316 +4%
GI
50
GAMCO Investors
Connecticut
$3.45M -$378K -5,000 -9%