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HTO

H2O America
HTO

161 hedge funds and large institutions have $1.55B invested in H2O America in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $1.24B → $1.55B (+$314M)

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

11% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 56

1% more funds holding

Funds holding: 159 → 161 (+2)

0.2% more ownership

Funds ownership: 71.05% → 71.25% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
161
Holders Change
+2
Holders Change %
+1.26%
% of All Funds
2.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
62
Reduced
56
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$9.92M
2
Millennium Management
Millennium Management
New York
+$7.56M
3
NI
Nuance Investments
Missouri
+$6.07M
4
AAMU
Amundi Asset Management US
Massachusetts
+$4.56M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$3.5M

Top Sellers

Rank Fund Capital Flow
1
GIP
Granite Investment Partners
California
-$16M
2
Renaissance Technologies
Renaissance Technologies
New York
-$6.65M
3
Northern Trust
Northern Trust
Illinois
-$6.06M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$3.62M
5
Invesco
Invesco
Georgia
-$2.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
76
Blackhawk Capital Partners
Wisconsin
$989K – – –
CHAM
77
Clear Harbor Asset Management
Connecticut
$944K +$139K +2,143 +19%
AG
78
Aperio Group
California
$907K +$27.2K +418 +3%
KFA
79
Krane Funds Advisors
New York
$855K +$240K +3,698 +43%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$826K -$8.84K -136 -1%
MIM
81
MetLife Investment Management
New Jersey
$798K – – –
KAS
82
Kestra Advisory Services
Texas
$796K +$752K +11,571 New
VOYA Investment Management
83
VOYA Investment Management
Georgia
$788K +$158K +2,428 +27%
Zurich Cantonal Bank
84
Zurich Cantonal Bank
Switzerland
$772K +$508K +7,815 +236%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$666K -$41.6K -640 -6%
ZCM
86
Ziegler Capital Management
Illinois
$657K -$82.2K -1,265 -12%
ETI
87
Enterprise Trust & Investment
California
$637K – – –
PFBT
88
Parkside Financial Bank & Trust
Missouri
$535K – – –
Qube Research & Technologies (QRT)
89
Qube Research & Technologies (QRT)
United Kingdom
$530K +$150K +2,303 +43%
SEI Investments
90
SEI Investments
Pennsylvania
$522K +$47.3K +727 +11%
TNB
91
TCF National Bank
South Dakota
$520K – – –
ASRS
92
Arizona State Retirement System
Arizona
$517K -$18.9K -291 -4%
MLICM
93
Metropolitan Life Insurance Company (MetLife)
New York
$483K -$46.8K -720 -9%
SCM
94
SOL Capital Management
Maryland
$482K – – –
Truist Financial
95
Truist Financial
North Carolina
$448K -$324K -4,985 -44%
Macquarie Group
96
Macquarie Group
Australia
$439K +$126K +1,946 +44%
EWA
97
EP Wealth Advisors
California
$429K +$402K +6,181 New
Stifel Financial
98
Stifel Financial
Missouri
$429K +$402K +6,188 New
SAM
99
Shell Asset Management
Netherlands
$416K – – –
Victory Capital Management
100
Victory Capital Management
Texas
$415K +$77.7K +1,195 +25%
2 3
4
5 6

HTO Hedge Fund Activity: Q4 2020 in Review

161 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q4 2020, worth a combined $1.55B — up 25% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HTO positions and 15 closed out — a net gain of 3 holders — while 62 added to existing stakes and 56 trimmed.

The largest buyer was BlackRock, adding an estimated $9.92M. The largest seller was Granite Investment Partners, exiting entirely with an estimated $16M sold.

  • 161 institutional investors held H2O America (HTO) as of Q4 2020, up from 159 in Q3 2020.
  • Funds reported $1.55B of H2O America stock for Q4 2020, up 25% quarter-over-quarter.
  • 18 funds opened new H2O America positions in Q4 2020 and 15 closed out, a net change of +3 holders.
  • The largest H2O America buyer in Q4 2020 was BlackRock, an estimated $9.92M added.
  • The largest H2O America seller in Q4 2020 was Granite Investment Partners, an estimated $16M sold.

Based on aggregated 13F filings for Q4 2020.