H2O America
HTO
135 hedge funds and large institutions have $368M invested in H2O America in 2016 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 46 reducing their positions, and 20 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
10% more capital invested
Capital invested by funds: $334M → $368M (+$34.6M)
2% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 46
0.31% more ownership
Funds ownership: 45.49% → 45.8% (+0.31%)
4% less funds holding
Funds holding: 141 → 135 (-6)
20% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$4.58M |
| 2 |
MBA
Maple-Brown Abbott
Barangaroo,
Australia
|
+$3.74M |
| 3 |
WAM
Water Asset Management
New York
|
+$3.54M |
| 4 |
Lazard Asset Management
New York
|
+$3.48M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$2.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$5M |
| 2 |
GF
Gabelli Funds
Rye,
New York
|
-$3.85M |
| 3 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
-$2.22M |
| 4 |
Renaissance Technologies
New York
|
-$2.05M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.92M |
HTO Hedge Fund Activity: Q2 2016 in Review
135 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q2 2016, worth a combined $368M — up 10% from $334M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of HTO and 16 opened new positions — a net loss of 4 holders — while 46 trimmed existing stakes and 47 added.
The largest buyer was Invesco, adding an estimated $4.58M. The largest seller was Millennium Management, cutting an estimated $5M.
- 135 institutional investors held H2O America (HTO) as of Q2 2016, down from 141 in Q1 2016.
- Funds reported $368M of H2O America stock for Q2 2016, up 10% quarter-over-quarter.
- 16 funds opened new H2O America positions in Q2 2016 and 20 closed out, a net change of -4 holders.
- The largest H2O America buyer in Q2 2016 was Invesco, an estimated $4.58M added.
- The largest H2O America seller in Q2 2016 was Millennium Management, an estimated $5M sold.
Based on aggregated 13F filings for Q2 2016.