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HTO

H2O America
HTO

229 hedge funds and large institutions have $1.63B invested in H2O America in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 82 increasing their positions, 87 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

96% more call options, than puts

Call options by funds: $192K | Put options by funds: $98K

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

11% more capital invested

Capital invested by funds: $1.47B → $1.63B (+$157M)

2% more funds holding

Funds holding: 224 → 229 (+5)

0.98% more ownership

Funds ownership: 77.23% → 78.21% (+0.98%)

6% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 87

Holders
229
Holders Change
+5
Holders Change %
+2.23%
% of All Funds
3.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
82
Reduced
87
Closed
20
Calls
$192K
Puts
$98K
Net Calls
+$94K
Net Calls Change
+$100K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$31.7M
2
BlackRock
BlackRock
New York
+$11.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.97M
4
State Street
State Street
Massachusetts
+$4.46M
5
Barclays
Barclays
United Kingdom
+$2.37M

Top Sellers

1
Invesco
Invesco
Georgia
-$12.5M
2
Northern Trust
Northern Trust
Illinois
-$7.1M
3
Two Sigma Investments
Two Sigma Investments
New York
-$4.12M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$3M
5
Millennium Management
Millennium Management
New York
-$2.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Manhattan
26
First Manhattan
New York
$8.79M +$135K +2,126 +2%
CRM
27
Cramer Rosenthal McGlynn
Connecticut
$8.69M -$449K -7,085 -5%
ProShare Advisors
28
ProShare Advisors
Maryland
$8.03M -$489K -7,714 -6%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$7.68M +$94.7K +1,493 +1%
JP Morgan Chase
30
JP Morgan Chase
New York
$7.48M +$1.25M +19,665 +21%
Goldman Sachs
31
Goldman Sachs
New York
$7.02M +$500K +7,884 +8%
Assenagon Asset Management
32
Assenagon Asset Management
Luxembourg
$7.01M +$1.41M +22,223 +26%
UBS Group
33
UBS Group
Switzerland
$6.48M +$1.47M +23,173 +31%
DPIM
34
Duff & Phelps Investment Management
Illinois
$6.42M – – –
TAM
35
Thematics Asset Management
France
$6.29M – – –
RJA
36
Raymond James & Associates
Florida
$5.9M -$667K -10,510 -10%
Ameriprise
37
Ameriprise
Minnesota
$5.85M -$274K -4,317 -5%
CYG
38
Clean Yield Group
Vermont
$5.77M +$579K +9,123 +12%
PPL
39
PATRIZIA Pty Ltd
Australia
$5.15M -$2.35M -36,965 -32%
UBS AM
40
UBS AM
Illinois
$4.66M +$239K +3,775 +6%
State of Wisconsin Investment Board
41
State of Wisconsin Investment Board
Wisconsin
$4.24M +$404K +6,371 +11%
CIM
42
Confluence Investment Management
Missouri
$4.06M -$276K -4,357 -7%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.94M +$1.56M +24,542 +69%
Swiss National Bank
44
Swiss National Bank
Switzerland
$3.89M -$393K -6,200 -9%
COPPSERS
45
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.85M -$804K -12,672 -18%
CS
46
Credit Suisse
Switzerland
$3.83M +$245K +3,866 +7%
Canada Life
47
Canada Life
Manitoba, Canada
$3.74M -$2.35K -37 -0.1%
Barclays
48
Barclays
United Kingdom
$3.38M +$2.37M +37,288 +257%
TD Asset Management
49
TD Asset Management
Ontario, Canada
$3.36M – – –
GI
50
GAMCO Investors
Connecticut
$3.12M -$44.4K -700 -1%
1
2
3 4 5

HTO Hedge Fund Activity: Q4 2023 in Review

229 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q4 2023, worth a combined $1.63B — up 11% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new HTO positions and 20 closed out — a net gain of 7 holders — while 82 added to existing stakes and 87 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $31.7M. The largest seller was Invesco, cutting an estimated $12.5M.

  • 229 institutional investors held H2O America (HTO) as of Q4 2023, up from 224 in Q3 2023.
  • Funds reported $1.63B of H2O America stock for Q4 2023, up 11% quarter-over-quarter.
  • 27 funds opened new H2O America positions in Q4 2023 and 20 closed out, a net change of +7 holders.
  • The largest H2O America buyer in Q4 2023 was Morgan Stanley, an estimated $31.7M added.
  • The largest H2O America seller in Q4 2023 was Invesco, an estimated $12.5M sold.

Based on aggregated 13F filings for Q4 2023.