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HTO

H2O America
HTO

229 hedge funds and large institutions have $1.35B invested in H2O America in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 76 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 76

14% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 29

0% more funds holding

Funds holding: 229 → 229 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.16% less ownership

Funds ownership: 77.39% → 77.23% (-0.16%)

4% less capital invested

Capital invested by funds: $1.4B → $1.35B (-$53.9M)

74% less call options, than puts

Call options by funds: $76K | Put options by funds: $292K

Holders
229
Holders Change
–
Holders Change %
0%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
91
Reduced
76
Closed
29
Calls
$76K
Puts
$292K
Net Calls
-$216K
Net Calls Change
-$341K

Top Buyers

1
NI
Nuance Investments
Missouri
+$12.8M
2
N
Nuveen
North Carolina
+$8.84M
3
Millennium Management
Millennium Management
New York
+$5.99M
4
Amundi
Amundi
France
+$5.73M
5
Citadel Advisors
Citadel Advisors
Florida
+$5.27M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$25.4M
2
JP Morgan Chase
JP Morgan Chase
New York
-$8.61M
3
State Street
State Street
Massachusetts
-$6.78M
4
Cerity Partners
Cerity Partners
New York
-$5.7M
5
CRM
Cramer Rosenthal McGlynn
Connecticut
-$5.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$7.08M +$5.27M +96,401 +282%
UBS AM
27
UBS AM
Illinois
$7.08M +$2.7M +49,284 +61%
Norges Bank
28
Norges Bank
Norway
$6.64M -$1.93M -35,237 -22%
CYG
29
Clean Yield Group
Vermont
$6.56M +$299K +5,460 +5%
ProShare Advisors
30
ProShare Advisors
Maryland
$6.55M -$1.21M -22,071 -15%
First Manhattan
31
First Manhattan
New York
$6.52M -$48.8K -892 -0.7%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$6.24M -$565K -10,329 -8%
Ameriprise
33
Ameriprise
Minnesota
$6.17M +$1.41M +25,747 +29%
RJA
34
Raymond James & Associates
Florida
$6.17M +$501K +9,165 +9%
Millennium Management
35
Millennium Management
New York
$6.17M +$5.99M +109,390 +2,491%
TAM
36
Thematics Asset Management
France
$5.22M – – –
PPL
37
PATRIZIA Pty Ltd
Australia
$5.11M – – –
UBS Group
38
UBS Group
Switzerland
$5.06M +$110K +2,014 +2%
JP Morgan Chase
39
JP Morgan Chase
New York
$4.35M -$8.61M -157,281 -66%
Tudor Investment Corp
40
Tudor Investment Corp
Connecticut
$4.25M +$4.29M +78,393 New
Bank of America
41
Bank of America
North Carolina
$4.07M +$1.17M +21,405 +40%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$3.64M +$2.74M +50,109 +294%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.5M +$269K +4,925 +8%
IEFM
44
IQ EQ Fund Management
Ireland
$3.49M +$2.08M +38,044 +145%
COPPSERS
45
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.45M +$48.7K +890 +1%
Canada Life
46
Canada Life
Manitoba, Canada
$3.33M -$35.7K -652 -1%
Two Sigma Investments
47
Two Sigma Investments
New York
$3.29M +$2.31M +42,201 +228%
Swiss National Bank
48
Swiss National Bank
Switzerland
$3.25M – – –
CIM
49
Confluence Investment Management
Missouri
$2.95M -$120K -2,197 -4%
AI
50
Atom Investors
Texas
$2.73M +$2.76M +50,432 New
1
2
3 4 5

HTO Hedge Fund Activity: Q2 2024 in Review

229 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q2 2024, worth a combined $1.35B — down 3.8% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HTO positions and 29 closed out — a net gain of 4 holders — while 91 added to existing stakes and 76 trimmed.

The largest buyer was Nuance Investments, adding an estimated $12.8M. The largest seller was American Century Companies, exiting entirely with an estimated $25.4M sold.

  • 229 institutional investors held H2O America (HTO) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $1.35B of H2O America stock for Q2 2024, down 3.8% quarter-over-quarter.
  • 33 funds opened new H2O America positions in Q2 2024 and 29 closed out, a net change of +4 holders.
  • The largest H2O America buyer in Q2 2024 was Nuance Investments, an estimated $12.8M added.
  • The largest H2O America seller in Q2 2024 was American Century Companies, an estimated $25.4M sold.

Based on aggregated 13F filings for Q2 2024.