We are live on ! Find out more
HTO

H2O America
HTO

240 hedge funds and large institutions have $1.29B invested in H2O America in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 88 increasing their positions, 85 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 85

0.67% more ownership

Funds ownership: 78.34% → 79% (+0.67%)

5% less funds holding

Funds holding: 252 → 240 (-12)

13% less capital invested

Capital invested by funds: $1.49B → $1.29B (-$195M)

20% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 45

96% less call options, than puts

Call options by funds: $15K | Put options by funds: $353K

Holders
240
Holders Change
-12
Holders Change %
-4.76%
% of All Funds
3.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
88
Reduced
85
Closed
45
Calls
$15K
Puts
$353K
Net Calls
-$338K
Net Calls Change
-$263K

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$48.1M
2
BlackRock
BlackRock
New York
+$18.7M
3
State Street
State Street
Massachusetts
+$11.1M
4
Norges Bank
Norges Bank
Norway
+$6.36M
5
JP Morgan Chase
JP Morgan Chase
New York
+$4.81M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$11.1M
2
Morgan Stanley
Morgan Stanley
New York
-$8.6M
3
N
Nuveen
North Carolina
-$7.32M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$4.97M
5
KBC Group
KBC Group
Belgium
-$3.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$7.23M +$350K +6,362 +5%
GF
27
Gabelli Funds
New York
$7.2M – – –
UBS AM
28
UBS AM
Illinois
$6.6M +$432K +7,848 +6%
Bank of America
29
Bank of America
North Carolina
$6.56M +$1.26M +22,853 +21%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$5.28M -$282K -5,115 -5%
First Manhattan
31
First Manhattan
New York
$5.08M -$439K -7,977 -7%
TAM
32
Thematics Asset Management
France
$4.74M – – –
UBS Group
33
UBS Group
Switzerland
$4.4M -$441K -8,009 -8%
Public Sector Pension Investment Board (PSP Investments)
34
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.71M +$675K +12,246 +19%
CYG
35
Clean Yield Group
Vermont
$3.68M -$1.29M -23,491 -24%
Ameriprise
36
Ameriprise
Minnesota
$3.57M -$1.89M -34,366 -32%
Renaissance Technologies
37
Renaissance Technologies
New York
$3.49M -$2.41M -43,800 -38%
Barclays
38
Barclays
United Kingdom
$3.35M +$438K +7,946 +13%
Two Sigma Investments
39
Two Sigma Investments
New York
$3.22M -$236K -4,276 -6%
COPPSERS
40
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.07M +$50.8K +923 +2%
Swiss National Bank
41
Swiss National Bank
Switzerland
$3.01M +$66.1K +1,200 +2%
Canada Life
42
Canada Life
Manitoba, Canada
$2.54M -$233K -4,236 -8%
VLKIM
43
Van Lanschot Kempen Investment Management
Netherlands
$2.43M +$2.72M +49,400 New
CIM
44
Confluence Investment Management
Missouri
$2.42M -$221K -4,003 -8%
Verition Fund Management
45
Verition Fund Management
Connecticut
$2.36M +$2.64M +47,968 New
GI
46
GAMCO Investors
Connecticut
$2.35M – – –
Deutsche Bank
47
Deutsche Bank
Germany
$2.32M +$444K +8,051 +21%
Citigroup
48
Citigroup
New York
$2.29M +$317K +5,751 +14%
Franklin Resources
49
Franklin Resources
California
$2.19M +$94.1K +1,708 +4%
KFS
50
Keynote Financial Services
Connecticut
$2.16M +$797K +14,460 +49%
1
2
3 4 5

HTO Hedge Fund Activity: Q4 2024 in Review

240 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q4 2024, worth a combined $1.29B — down 13% from $1.49B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of HTO and 36 opened new positions — a net loss of 9 holders — while 85 trimmed existing stakes and 88 added.

The largest buyer was First Trust Advisors, adding an estimated $48.1M. The largest seller was Millennium Management, cutting an estimated $11.1M.

  • 240 institutional investors held H2O America (HTO) as of Q4 2024, down from 252 in Q3 2024.
  • Funds reported $1.29B of H2O America stock for Q4 2024, down 13% quarter-over-quarter.
  • 36 funds opened new H2O America positions in Q4 2024 and 45 closed out, a net change of -9 holders.
  • The largest H2O America buyer in Q4 2024 was First Trust Advisors, an estimated $48.1M added.
  • The largest H2O America seller in Q4 2024 was Millennium Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2024.