H2O America
88 hedge funds and large institutions have $320M invested in H2O America in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
32% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 25
6% more capital invested
Capital invested by funds: $301M → $320M (+$19.4M)
4% more funds holding
Funds holding: 85 → 88 (+3)
0.01% more ownership
Funds ownership: 53.41% → 53.42% (+0.01%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$6.64M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.48M |
| 3 |
Bank of New York Mellon
New York
|
+$490K |
| 4 |
Two Sigma Investments
New York
|
+$430K |
| 5 |
Two Sigma Advisers
New York
|
+$422K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
Otter Creek Management
West Palm Beach,
Florida
|
-$2.63M |
| 2 |
KBC Group
Brussels,
Belgium
|
-$1.51M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$1.13M |
| 4 |
BKBG
BHF Kleinwort Benson Group
Brussels,
Belgium
|
-$1.07M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$927K |
HTO Hedge Fund Activity: Q4 2013 in Review
88 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q4 2013, worth a combined $320M — up 6.5% from $301M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new HTO positions and 6 closed out — a net gain of 3 holders — while 33 added to existing stakes and 25 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $6.64M. The largest seller was Otter Creek Management, cutting an estimated $2.63M.
- 88 institutional investors held H2O America (HTO) as of Q4 2013, up from 85 in Q3 2013.
- Funds reported $320M of H2O America stock for Q4 2013, up 6.5% quarter-over-quarter.
- 9 funds opened new H2O America positions in Q4 2013 and 6 closed out, a net change of +3 holders.
- The largest H2O America buyer in Q4 2013 was Lazard Asset Management, an estimated $6.64M added.
- The largest H2O America seller in Q4 2013 was Otter Creek Management, an estimated $2.63M sold.
Based on aggregated 13F filings for Q4 2013.