H2O America
216 hedge funds and large institutions have $1.96B invested in H2O America in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 70 increasing their positions, 84 reducing their positions, and 29 closing their positions.
0.01% more ownership
Funds ownership: 83.53% → 83.54% (+0.01%)
0% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 29
1% less funds holding
Funds holding: 218 → 216 (-2)
2% less capital invested
Capital invested by funds: $2B → $1.96B (-$40.9M)
17% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 84
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$175M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$41.5M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$9.32M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.93M |
| 5 |
Two Sigma Investments
New York
|
+$5.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$69.6M |
| 2 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$48.8M |
| 3 |
Jane Street
New York
|
-$17.9M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$17.4M |
| 5 |
Millennium Management
New York
|
-$11.8M |
HTO Hedge Fund Activity: Q1 2023 in Review
216 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q1 2023, worth a combined $1.96B — down 2% from $2B a quarter earlier.
Fund positioning in HTO was balanced in Q1 2023: 29 funds opened new positions, 29 closed out, 70 added to existing stakes and 84 trimmed.
The largest buyer was State Street, adding an estimated $175M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $69.6M.
- 216 institutional investors held H2O America (HTO) as of Q1 2023, down from 218 in Q4 2022.
- Funds reported $1.96B of H2O America stock for Q1 2023, down 2% quarter-over-quarter.
- 29 funds opened new H2O America positions in Q1 2023 and 29 closed out, a net change of 0 holders.
- The largest H2O America buyer in Q1 2023 was State Street, an estimated $175M added.
- The largest H2O America seller in Q1 2023 was T. Rowe Price Investment Management, an estimated $69.6M sold.
Based on aggregated 13F filings for Q1 2023.