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HTO

H2O America
HTO

161 hedge funds and large institutions have $1.55B invested in H2O America in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $1.24B → $1.55B (+$314M)

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

11% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 56

1% more funds holding

Funds holding: 159 → 161 (+2)

0.2% more ownership

Funds ownership: 71.05% → 71.25% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
161
Holders Change
+2
Holders Change %
+1.26%
% of All Funds
2.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
62
Reduced
56
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$9.92M
2
Millennium Management
Millennium Management
New York
+$7.56M
3
NI
Nuance Investments
Missouri
+$6.07M
4
AAMU
Amundi Asset Management US
Massachusetts
+$4.56M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$3.5M

Top Sellers

Rank Fund Capital Flow
1
GIP
Granite Investment Partners
California
-$16M
2
Renaissance Technologies
Renaissance Technologies
New York
-$6.65M
3
Northern Trust
Northern Trust
Illinois
-$6.06M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$3.62M
5
Invesco
Invesco
Georgia
-$2.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
126
Creative Financial Designs
Indiana
$192K +$15.6K +240 +10%
NIMI
127
Natixis Investment Managers International
France
$185K +$174K +2,670 New
VI
128
Vestcor Inc
New Brunswick, Canada
$170K +$72.5K +1,115 +84%
SFS
129
Sowell Financial Services
Arkansas
$161K -$1.56K -24 -1%
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$160K +$78K +1,200 +109%
Fidelity Investments
131
Fidelity Investments
Massachusetts
$159K +$149K +2,294 +45,880%
EI
132
Ellevest Inc
New York
$154K +$25K +385 +21%
AIP
133
Ameritas Investment Partners
Nebraska
$153K -$10.1K -156 -7%
Osaic Holdings
134
Osaic Holdings
Arizona
$109K -$195 -3 -0.2%
TRCT
135
Tower Research Capital (TRC)
New York
$98K -$1.04M -15,971 -92%
SO
136
STRS Ohio
Ohio
$97K – – –
PWPS
137
Pinnacle Wealth Planning Services
Ohio
$66K +$61.9K +953 New
Lazard Asset Management
138
Lazard Asset Management
New York
$57K +$54.3K +836 New
Cohen & Steers
139
Cohen & Steers
New York
$56K – – –
ASN
140
Advisory Services Network
Georgia
$52K -$5.98K -92 -11%
Ohio Public Employees Retirement System (OPERS)
141
Ohio Public Employees Retirement System (OPERS)
Ohio
$43K +$9.75K +150 +32%
IAIM
142
International Assets Investment Management
Florida
$36K +$33.7K +519 New
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$30K -$52K -800 -65%
GEA
144
Glen Eagle Advisors
New Jersey
$27.7K – – –
US Bancorp
145
US Bancorp
Minnesota
$27K -$3.38K -52 -12%
IA
146
IFP Advisors
Florida
$27K – – –
WOC
147
West Oak Capital
California
$17K – – –
BFEC
148
Benjamin F. Edwards & Company
Missouri
$14K -$195K -2,999 -94%
IA
149
Inspire Advisors
Idaho
$11K +$9.95K +153 New
LWCFA
150
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K +$8.06K +124 New
3 4 5
6
7

HTO Hedge Fund Activity: Q4 2020 in Review

161 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q4 2020, worth a combined $1.55B — up 25% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HTO positions and 15 closed out — a net gain of 3 holders — while 62 added to existing stakes and 56 trimmed.

The largest buyer was BlackRock, adding an estimated $9.92M. The largest seller was Granite Investment Partners, exiting entirely with an estimated $16M sold.

  • 161 institutional investors held H2O America (HTO) as of Q4 2020, up from 159 in Q3 2020.
  • Funds reported $1.55B of H2O America stock for Q4 2020, up 25% quarter-over-quarter.
  • 18 funds opened new H2O America positions in Q4 2020 and 15 closed out, a net change of +3 holders.
  • The largest H2O America buyer in Q4 2020 was BlackRock, an estimated $9.92M added.
  • The largest H2O America seller in Q4 2020 was Granite Investment Partners, an estimated $16M sold.

Based on aggregated 13F filings for Q4 2020.