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HTO

H2O America

229 hedge funds and large institutions have $1.4B invested in H2O America in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 87 increasing their positions, 87 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $192K | Put options by funds: $67K

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

0% more funds holding

Funds holding: 229229 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 87

0.82% less ownership

Funds ownership: 78.21%77.39% (-0.82%)

14% less capital invested

Capital invested by funds: $1.63B → $1.4B (-$229M)

Holders
229
Holders Change
Holders Change %
0%
% of All Funds
3.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
87
Reduced
87
Closed
26
Calls
$192K
Puts
$67K
Net Calls
+$125K
Net Calls Change
+$31K
Name Holding Trade Value Shares
Change
Change in
Stake
Ensign Peak Advisors
101
Ensign Peak Advisors
Utah
$889K -$47K -792 -5%
Janus Henderson Group
102
Janus Henderson Group
United Kingdom
$855K +$59 +1 +0%
Skandinaviska Enskilda Banken (SEB)
103
Skandinaviska Enskilda Banken (SEB)
Sweden
$851K -$1.23M -20,727 -58%
Comerica Bank
104
Comerica Bank
Texas
$839K -$224K -3,774 -20%
Squarepoint
105
Squarepoint
New York
$835K +$876K +14,755 New
EI
106
Ethic Inc
New York
$818K -$337K -5,687 -28%
LSERS
107
Louisiana State Employees Retirement System
Louisiana
$815K -$5.93K -100 -0.7%
YCM
108
Yousif Capital Management
Michigan
$742K -$76K -1,281 -9%
New York State Common Retirement Fund
109
New York State Common Retirement Fund
New York
$740K +$94.4K +1,591 +14%
FIM
110
Freedom Investment Management
Connecticut
$736K -$177K -2,979 -19%
VI
111
Versor Investments
New York
$726K -$29.7K -500 -4%
Mariner
112
Mariner
Kansas
$693K +$727K +12,248 New
Voloridge Investment Management
113
Voloridge Investment Management
Florida
$676K +$112K +1,884 +19%
Stifel Financial
114
Stifel Financial
Missouri
$661K +$36.1K +609 +6%
QC
115
Quadrature Capital
United Kingdom
$646K +$256K +4,310 +61%
Creative Planning
116
Creative Planning
Kansas
$614K -$73.5K -1,238 -10%
VOYA Investment Management
117
VOYA Investment Management
Georgia
$602K -$125K -2,102 -17%
Boston Partners
118
Boston Partners
Massachusetts
$597K +$626K +10,551 New
TRSOTSOK
119
Teachers Retirement System of the State of Kentucky
Kentucky
$596K
NRD
120
Nebula Research & Development
New York
$588K +$617K +10,398 New
KAS
121
Kestra Advisory Services
Texas
$541K -$21.1K -355 -4%
AB
122
Amalgamated Bank
New York
$512K -$131K -2,200 -20%
MCM
123
Manchester Capital Management
Vermont
$490K -$148K -2,500 -22%
EWA
124
EP Wealth Advisors
California
$483K +$104K +1,750 +26%
CSS
125
Cubist Systematic Strategies
Connecticut
$477K +$500K +8,425 New