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HTO

H2O America
HTO

183 hedge funds and large institutions have $1.63B invested in H2O America in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 62 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 11

17% more funds holding

Funds holding: 156 → 183 (+27)

11% more capital invested

Capital invested by funds: $1.47B → $1.63B (+$162M)

11% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 56

0.19% more ownership

Funds ownership: 74.69% → 74.88% (+0.19%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
183
Holders Change
+27
Holders Change %
+17.31%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
62
Reduced
56
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CRM
Cramer Rosenthal McGlynn
Connecticut
+$11.6M
2
Millennium Management
Millennium Management
New York
+$11.4M
3
BlackRock
BlackRock
New York
+$9.99M
4
Amundi
Amundi
France
+$5.7M
5
First Trust Advisors
First Trust Advisors
Illinois
+$3.52M

Top Sellers

Rank Fund Capital Flow
1
MBA
Maple-Brown Abbott
Australia
-$30.9M
2
NI
Nuance Investments
Missouri
-$20.6M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$10.5M
4
Renaissance Technologies
Renaissance Technologies
New York
-$3.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
101
Allworth Financial
California
$533K +$765 +11 +0.2%
SFI
102
Susquehanna Fundamental Investments
Pennsylvania
$531K +$504K +7,250 New
HSBC Holdings
103
HSBC Holdings
United Kingdom
$528K +$506K +7,271 New
MLICM
104
Metropolitan Life Insurance Company (MetLife)
New York
$519K – – –
SAM
105
Shell Asset Management
Netherlands
$513K +$167K +2,395 +52%
Handelsbanken Fonder
106
Handelsbanken Fonder
Sweden
$495K +$69.5K +1,000 +17%
IA
107
IndexIQ Advisors
New York
$491K -$30.2K -434 -6%
EGM
108
Engineers Gate Manager
New York
$477K +$185K +2,660 +69%
TIS
109
Tortoise Index Solutions
Kansas
$473K +$64.2K +924 +17%
VIA
110
Vident Investment Advisory
Georgia
$473K +$64.2K +924 +17%
EWA
111
EP Wealth Advisors
California
$452K – – –
SCM
112
SOL Capital Management
Maryland
$439K -$65.7K -945 -14%
State Board of Administration of Florida Retirement System
113
State Board of Administration of Florida Retirement System
Florida
$429K +$408K +5,863 New
Public Employees Retirement Association of Colorado
114
Public Employees Retirement Association of Colorado
Colorado
$422K – – –
HKIMG
115
Hutchens & Kramer Investment Management Group
Indiana
$411K +$425K +6,116 New
Janus Henderson Group
116
Janus Henderson Group
United Kingdom
$404K +$384K +5,524 New
KCM
117
Kennedy Capital Management
Missouri
$400K – – –
Teacher Retirement System of Texas
118
Teacher Retirement System of Texas
Texas
$400K +$76.5K +1,100 +25%
CCIA
119
Campbell & Co Investment Adviser
Maryland
$388K +$369K +5,300 New
VanEck Associates
120
VanEck Associates
New York
$372K +$39.8K +572 +13%
CP
121
CenterBook Partners
Connecticut
$359K +$341K +4,903 New
LPL Financial
122
LPL Financial
California
$338K +$2.57K +37 +0.8%
CFD
123
Creative Financial Designs
Indiana
$315K +$18.3K +263 +7%
Zurich Cantonal Bank
124
Zurich Cantonal Bank
Switzerland
$310K +$64.4K +926 +28%
CIM
125
CIM Investment Management
Pennsylvania
$306K – – –
3 4
5
6 7

HTO Hedge Fund Activity: Q4 2021 in Review

183 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q4 2021, worth a combined $1.63B — up 11% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new HTO positions and 11 closed out — a net gain of 29 holders — while 62 added to existing stakes and 56 trimmed.

The largest buyer was Cramer Rosenthal McGlynn, adding an estimated $11.6M. The largest seller was Maple-Brown Abbott, exiting entirely with an estimated $30.9M sold.

  • 183 institutional investors held H2O America (HTO) as of Q4 2021, up from 156 in Q3 2021.
  • Funds reported $1.63B of H2O America stock for Q4 2021, up 11% quarter-over-quarter.
  • 40 funds opened new H2O America positions in Q4 2021 and 11 closed out, a net change of +29 holders.
  • The largest H2O America buyer in Q4 2021 was Cramer Rosenthal McGlynn, an estimated $11.6M added.
  • The largest H2O America seller in Q4 2021 was Maple-Brown Abbott, an estimated $30.9M sold.

Based on aggregated 13F filings for Q4 2021.