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HTO

H2O America

143 hedge funds and large institutions have $715M invested in H2O America in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

16% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 38

1.66% less ownership

Funds ownership: 58.35%56.69% (-1.7%)

2% less funds holding

Funds holding: 146143 (-3)

10% less capital invested

Capital invested by funds: $796M → $715M (-$80.8M)

11% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 27

43% less call options, than puts

Call options by funds: $550K | Put options by funds: $972K

Holders
143
Holders Change
-3
Holders Change %
-2.05%
% of All Funds
3.27%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
24
Increased
44
Reduced
38
Closed
27
Calls
$550K
Puts
$972K
Net Calls
-$422K
Net Calls Change
-$3.66M
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
101
Metropolitan Life Insurance Company (MetLife)
New York
$337K
Squarepoint
102
Squarepoint
New York
$324K +$329K +5,300 New
RJA
103
Raymond James & Associates
Florida
$319K +$34.4K +555 +12%
Wolverine Trading
104
Wolverine Trading
Illinois
$307K +$312K +5,024 New
CIP
105
Capital Insight Partners
Arizona
$297K -$9.3K -150 -3%
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$287K -$16.2K -261 -5%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$261K +$265K +4,265 New
MC
108
Menta Capital
California
$257K +$260K +4,200 New
XK
109
Xact Kapitalforvaltning
Sweden
$249K
BCM
110
Bayesian Capital Management
New York
$242K +$13.9K +224 +6%
Tudor Investment Corp
111
Tudor Investment Corp
Connecticut
$234K +$237K +3,829 New
Macquarie Group
112
Macquarie Group
Australia
$196K
MCA
113
Mercer Capital Advisers
New Jersey
$183K
AF
114
Allworth Financial
California
$164K
LTFS
115
Ladenburg Thalmann Financial Services
Florida
$158K +$12.4K +200 +8%
Canada Life
116
Canada Life
Manitoba, Canada
$139K +$3.41K +55 +2%
AIP
117
Ameritas Investment Partners
Nebraska
$82K
KIG
118
Kessler Investment Group
Indiana
$79K +$22.3K +360 +39%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$75K +$76.5K +1,233 New
AAM
120
Advisors Asset Management
Colorado
$64K -$37.1K -598 -36%
IA
121
IFP Advisors
Florida
$52K +$3.78K +61 +8%
Zurich Cantonal Bank
122
Zurich Cantonal Bank
Switzerland
$49K
TIS
123
Tortoise Index Solutions
Kansas
$48K
MAM
124
Meeder Asset Management
Ohio
$44K +$41.7K +673 +1,294%
RCAG
125
Rehmann Capital Advisory Group
Michigan
$42.8K

HTO Hedge Fund Activity: Q3 2018 in Review

143 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q3 2018, worth a combined $715M — down 10% from $796M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of HTO and 24 opened new positions — a net loss of 3 holders — while 38 trimmed existing stakes and 44 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $29.2M. The largest seller was Magnetar Financial, exiting entirely with an estimated $16M sold.

  • 143 institutional investors held H2O America (HTO) as of Q3 2018, down from 146 in Q2 2018.
  • Funds reported $715M of H2O America stock for Q3 2018, down 10% quarter-over-quarter.
  • 24 funds opened new H2O America positions in Q3 2018 and 27 closed out, a net change of -3 holders.
  • The largest H2O America buyer in Q3 2018 was T. Rowe Price Associates, an estimated $29.2M added.
  • The largest H2O America seller in Q3 2018 was Magnetar Financial, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2018.