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HTO

H2O America
HTO

187 hedge funds and large institutions have $1.5B invested in H2O America in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 63 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

11% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 63

2% more funds holding

Funds holding: 183 → 187 (+4)

3.46% less ownership

Funds ownership: 74.88% → 71.42% (-3.5%)

8% less capital invested

Capital invested by funds: $1.63B → $1.5B (-$135M)

Holders
187
Holders Change
+4
Holders Change %
+2.19%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
70
Reduced
63
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$21M
2
State Street
State Street
Massachusetts
+$8.23M
3
Victory Capital Management
Victory Capital Management
Texas
+$6.89M
4
EVM
Eaton Vance Management
Massachusetts
+$6.85M
5
Millennium Management
Millennium Management
New York
+$4.5M

Top Sellers

1
CCM
Covington Capital Management
California
-$73M
2
First Trust Advisors
First Trust Advisors
Illinois
-$12.4M
3
BlackRock
BlackRock
New York
-$9.35M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$4.32M
5
CSS
Cubist Systematic Strategies
Connecticut
-$2.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
126
Allworth Financial
California
$340K -$161K -2,388 -33%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$333K +$301K +4,471 +1,384%
SEI Investments
128
SEI Investments
Pennsylvania
$313K -$202K -2,998 -40%
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$310K -$238K -3,541 -44%
CFD
130
Creative Financial Designs
Indiana
$308K +$8.21K +122 +3%
Zurich Cantonal Bank
131
Zurich Cantonal Bank
Switzerland
$295K – – –
DFCM
132
Dark Forest Capital Management
Puerto Rico
$283K +$274K +4,065 New
NIMI
133
Natixis Investment Managers International
France
$281K +$124K +1,848 +84%
Fisher Asset Management
134
Fisher Asset Management
Washington
$278K +$269K +4,000 New
CIM
135
CIM Investment Management
Pennsylvania
$261K -$29.3K -436 -10%
II
136
IFM Investors
Australia
$254K +$246K +3,655 New
AB
137
Amalgamated Bank
New York
$232K -$16.8K -249 -7%
AF
138
Amalgamated Financial
New York
$232K +$225K +3,339 New
YIH
139
Y-Intercept (HK)
Hong Kong
$229K +$222K +3,296 New
KC
140
Kepos Capital
New York
$223K +$131K +1,950 +155%
HI
141
Humankind Investments
New York
$222K +$22.7K +338 +12%
EM
142
ELCO Management
New York
$218K -$7.94K -118 -4%
CIP
143
Capital Insight Partners
Arizona
$209K – – –
PA
144
Pinnacle Associates
New York
$209K – – –
PWMAG
145
Pinnacle Wealth Management Advisory Group
New Jersey
$209K – – –
Fidelity Investments
146
Fidelity Investments
Massachusetts
$208K +$197K +2,931 +4,885%
MM
147
MQS Management
New York
$207K +$200K +2,977 New
Aberdeen Group
148
Aberdeen Group
United Kingdom
$205K -$2.89K -43 -1%
AIP
149
Ameritas Investment Partners
Nebraska
$154K – – –
Citigroup
150
Citigroup
New York
$151K -$373K -5,549 -72%
4 5
6
7 8

HTO Hedge Fund Activity: Q1 2022 in Review

187 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q1 2022, worth a combined $1.5B — down 8.3% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HTO positions and 17 closed out — a net gain of 6 holders — while 70 added to existing stakes and 63 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $21M. The largest seller was Covington Capital Management, cutting an estimated $73M.

  • 187 institutional investors held H2O America (HTO) as of Q1 2022, up from 183 in Q4 2021.
  • Funds reported $1.5B of H2O America stock for Q1 2022, down 8.3% quarter-over-quarter.
  • 23 funds opened new H2O America positions in Q1 2022 and 17 closed out, a net change of +6 holders.
  • The largest H2O America buyer in Q1 2022 was American Century Companies, an estimated $21M added.
  • The largest H2O America seller in Q1 2022 was Covington Capital Management, an estimated $73M sold.

Based on aggregated 13F filings for Q1 2022.