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HTO

H2O America

218 hedge funds and large institutions have $2B invested in H2O America in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 71 increasing their positions, 64 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

408% more call options, than puts

Call options by funds: $244K | Put options by funds: $48K

205% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 19

57% more capital invested

Capital invested by funds: $1.27B → $2B (+$730M)

19% more funds holding

Funds holding: 183218 (+35)

11% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 64

10.5% more ownership

Funds ownership: 73.03%83.53% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
218
Holders Change
+35
Holders Change %
+19.13%
% of All Funds
3.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
58
Increased
71
Reduced
64
Closed
19
Calls
$244K
Puts
$48K
Net Calls
+$196K
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
126
EP Wealth Advisors
California
$502K +$442K +6,181 New
Truist Financial
127
Truist Financial
North Carolina
$496K -$151K -2,119 -26%
SCM
128
SOL Capital Management
Maryland
$487K
HSBC Holdings
129
HSBC Holdings
United Kingdom
$473K +$413K +5,772 New
Public Employees Retirement Association of Colorado
130
Public Employees Retirement Association of Colorado
Colorado
$468K
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$462K -$299K -4,185 -42%
MOACM
132
Mutual of America Capital Management
New York
$454K +$400K +5,591 New
Janus Henderson Group
133
Janus Henderson Group
United Kingdom
$447K +$71 +1 +0%
CFD
134
Creative Financial Designs
Indiana
$446K +$26.5K +371 +7%
KCM
135
Kennedy Capital Management
Missouri
$445K -$35.7K -500 -8%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$442K -$100K -1,404 -20%
AQR Capital Management
137
AQR Capital Management
Connecticut
$431K -$875K -12,234 -70%
TI
138
Trexquant Investment
Connecticut
$423K +$372K +5,210 New
EI
139
Ethic Inc
New York
$402K +$354K +4,950 New
AF
140
Allworth Financial
California
$401K +$1.29K +18 +0.4%
SG Americas Securities
141
SG Americas Securities
New York
$364K -$414K -5,795 -56%
CWA
142
Canvas Wealth Advisors
Kansas
$360K -$924K -12,927 -74%
I
143
InceptionR
California
$358K +$315K +4,408 New
LPL Financial
144
LPL Financial
California
$347K +$3.65K +51 +1%
RCAG
145
Rehmann Capital Advisory Group
Michigan
$345K
KIA
146
KCM Investment Advisors
California
$337K -$35.5K -497 -11%
TF
147
TIAA FSB
Florida
$332K -$71 -1 -0%
QC
148
Quadrature Capital
United Kingdom
$322K +$283K +3,961 New
CIM
149
CIM Investment Management
Pennsylvania
$304K
SEI Investments
150
SEI Investments
Pennsylvania
$296K -$358K -5,014 -58%