We are live on ! Find out more
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
PF
126
Phoenix Financial
Israel
$297K -$20.2K -290 -7%
Canada Pension Plan Investment Board
127
Canada Pension Plan Investment Board
Ontario, Canada
$293K -$348K -5,000 -56%
AQR Capital Management
128
AQR Capital Management
Connecticut
$263K -$125K -1,803 -33%
AB
129
Amalgamated Bank
New York
$263K -$2.23K -32 -0.9%
VI
130
Vestcor Inc
New Brunswick, Canada
$247K -$18.5K -266 -7%
EM
131
ELCO Management
New York
$238K +$227K +3,258 New
CIP
132
Capital Insight Partners
Arizona
$220K +$209K +3,000 New
PA
133
Pinnacle Associates
New York
$220K +$209K +3,000 New
PWMAG
134
Pinnacle Wealth Management Advisory Group
New Jersey
$220K +$209K +3,000 New
Aberdeen Group
135
Aberdeen Group
United Kingdom
$217K -$9.04K -130 -4%
CBA
136
Coastal Bridge Advisors
Connecticut
$214K +$209K +3,000 New
KAS
137
Kestra Advisory Services
Texas
$210K +$199K +2,865 New
ECM
138
ExodusPoint Capital Management
New York
$208K -$1.94M -27,908 -91%
HI
139
Humankind Investments
New York
$208K +$198K +2,846 New
AI
140
Atom Investors
Texas
$205K +$195K +2,804 New
DADC
141
D.A. Davidson & Co
Montana
$200K +$190K +2,738 New
AIP
142
Ameritas Investment Partners
Nebraska
$162K – – –
NIMI
143
Natixis Investment Managers International
France
$161K -$10.7K -154 -7%
EVM
144
Eaton Vance Management
Massachusetts
$112K – – –
CA
145
CoreCap Advisors
Michigan
$106K +$101K +1,450 New
SWM
146
Spire Wealth Management
Virginia
$97K -$91.8K -1,320 -50%
QT
147
Quantbot Technologies
New York
$95K +$90.4K +1,300 New
KC
148
Kepos Capital
New York
$92K +$87.3K +1,255 New
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$66K +$5.77K +83 +10%
Osaic Holdings
150
Osaic Holdings
Arizona
$65K +$556 +8 +0.9%
4 5
6
7 8

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.