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HTO

H2O America
HTO

229 hedge funds and large institutions have $1.63B invested in H2O America in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 82 increasing their positions, 87 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

96% more call options, than puts

Call options by funds: $192K | Put options by funds: $98K

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

11% more capital invested

Capital invested by funds: $1.47B → $1.63B (+$157M)

2% more funds holding

Funds holding: 224 → 229 (+5)

0.98% more ownership

Funds ownership: 77.23% → 78.21% (+0.98%)

6% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 87

Holders
229
Holders Change
+5
Holders Change %
+2.23%
% of All Funds
3.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
82
Reduced
87
Closed
20
Calls
$192K
Puts
$98K
Net Calls
+$94K
Net Calls Change
+$100K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$31.7M
2
BlackRock
BlackRock
New York
+$11.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.97M
4
State Street
State Street
Massachusetts
+$4.46M
5
Barclays
Barclays
United Kingdom
+$2.37M

Top Sellers

1
Invesco
Invesco
Georgia
-$12.5M
2
Northern Trust
Northern Trust
Illinois
-$7.1M
3
Two Sigma Investments
Two Sigma Investments
New York
-$4.12M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$3M
5
Millennium Management
Millennium Management
New York
-$2.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
101
HRT Financial
New York
$962K +$935K +14,736 New
LSERS
102
Louisiana State Employees Retirement System
Louisiana
$948K -$12.7K -200 -1%
YCM
103
Yousif Capital Management
Michigan
$940K -$27K -425 -3%
OQS
104
Occudo Quantitative Strategies
Florida
$934K -$265K -4,177 -23%
Millennium Management
105
Millennium Management
New York
$931K -$2.66M -41,982 -75%
CP
106
CenterBook Partners
Connecticut
$920K +$132K +2,082 +17%
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$879K +$320K +5,043 +60%
VI
108
Versor Investments
New York
$871K -$260K -4,100 -24%
VOYA Investment Management
109
VOYA Investment Management
Georgia
$832K +$18.4K +290 +2%
Creative Planning
110
Creative Planning
Kansas
$790K +$59K +930 +8%
Fidelity Investments
111
Fidelity Investments
Massachusetts
$788K +$337K +5,316 +79%
AQR Capital Management
112
AQR Capital Management
Connecticut
$774K -$62.2K -980 -8%
New York State Common Retirement Fund
113
New York State Common Retirement Fund
New York
$750K -$130K -2,057 -15%
AB
114
Amalgamated Bank
New York
$735K -$19.9K -314 -3%
MCM
115
Manchester Capital Management
Vermont
$729K -$571 -9 -0.1%
Stifel Financial
116
Stifel Financial
Missouri
$723K +$5.27K +83 +0.8%
SPS
117
Susquehanna Portfolio Strategies
Pennsylvania
$702K +$681K +10,742 New
PI
118
Putnam Investments
Massachusetts
$688K -$20.6K -324 -3%
TRSOTSOK
119
Teachers Retirement System of the State of Kentucky
Kentucky
$688K – – –
ZCM
120
Ziegler Capital Management
Illinois
$668K +$42.3K +667 +7%
TCA
121
Tortoise Capital Advisors
Kansas
$664K +$28.8K +454 +5%
Voloridge Investment Management
122
Voloridge Investment Management
Florida
$658K -$3M -47,335 -82%
KAS
123
Kestra Advisory Services
Texas
$648K -$54K -851 -8%
EGM
124
Engineers Gate Manager
New York
$610K +$250K +3,944 +73%
Balyasny Asset Management
125
Balyasny Asset Management
Illinois
$600K -$155K -2,444 -21%
3 4
5
6 7

HTO Hedge Fund Activity: Q4 2023 in Review

229 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q4 2023, worth a combined $1.63B — up 11% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new HTO positions and 20 closed out — a net gain of 7 holders — while 82 added to existing stakes and 87 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $31.7M. The largest seller was Invesco, cutting an estimated $12.5M.

  • 229 institutional investors held H2O America (HTO) as of Q4 2023, up from 224 in Q3 2023.
  • Funds reported $1.63B of H2O America stock for Q4 2023, up 11% quarter-over-quarter.
  • 27 funds opened new H2O America positions in Q4 2023 and 20 closed out, a net change of +7 holders.
  • The largest H2O America buyer in Q4 2023 was Morgan Stanley, an estimated $31.7M added.
  • The largest H2O America seller in Q4 2023 was Invesco, an estimated $12.5M sold.

Based on aggregated 13F filings for Q4 2023.