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HTO

H2O America

222 hedge funds and large institutions have $1.77B invested in H2O America in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 90 increasing their positions, 67 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $182K | Put options by funds: $84K

34% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 67

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

3% more funds holding

Funds holding: 216222 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.26% less ownership

Funds ownership: 83.54%80.28% (-3.3%)

10% less capital invested

Capital invested by funds: $1.96B → $1.77B (-$191M)

Holders
222
Holders Change
+6
Holders Change %
+2.78%
% of All Funds
3.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
90
Reduced
67
Closed
25
Calls
$182K
Puts
$84K
Net Calls
+$98K
Net Calls Change
-$123K
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
126
Virtus Investment Advisers
Connecticut
$489K
EWA
127
EP Wealth Advisors
California
$475K -$1.15M -15,255 -63%
Handelsbanken Fonder
128
Handelsbanken Fonder
Sweden
$474K
Bessemer Group
129
Bessemer Group
New Jersey
$474K +$506K +6,702 +12,411%
ECM
130
ExodusPoint Capital Management
New York
$422K -$106K -1,400 -19%
SCM
131
SOL Capital Management
Maryland
$421K
HCA
132
Harbor Capital Advisors
Illinois
$416K +$448K +5,938 New
Public Employees Retirement Association of Colorado
133
Public Employees Retirement Association of Colorado
Colorado
$404K
TIS
134
Tortoise Index Solutions
Kansas
$396K -$15.6K -207 -4%
VCM
135
Virtue Capital Management
Tennessee
$386K -$186K -2,458 -31%
KCM
136
Kennedy Capital Management
Missouri
$384K
EFMC
137
Empire Financial Management Company
New York
$383K
NYLIM
138
New York Life Investment Management
New York
$380K -$60.9K -807 -13%
MOACM
139
Mutual of America Capital Management
New York
$379K -$7.02K -93 -2%
CFD
140
Creative Financial Designs
Indiana
$376K -$302 -4 -0.1%
HighTower Advisors
141
HighTower Advisors
Illinois
$373K +$38.3K +507 +11%
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$361K -$2.04K -27 -0.5%
PAMS
143
Pictet Asset Management (Switzerland)
Switzerland
$353K +$1.74K +23 +0.5%
EGM
144
Engineers Gate Manager
New York
$343K +$369K +4,889 New
SEI Investments
145
SEI Investments
Pennsylvania
$315K -$267K -3,531 -44%
EI
146
Ellevest Inc
New York
$303K +$16K +212 +5%
Allianz Asset Management
147
Allianz Asset Management
Germany
$301K +$325K +4,300 New
RCAG
148
Rehmann Capital Advisory Group
Michigan
$298K
AQR Capital Management
149
AQR Capital Management
Connecticut
$298K +$321K +4,244 New
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$294K +$114K +1,511 +56%