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HTO

H2O America
HTO

229 hedge funds and large institutions have $1.63B invested in H2O America in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 82 increasing their positions, 87 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

96% more call options, than puts

Call options by funds: $192K | Put options by funds: $98K

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

11% more capital invested

Capital invested by funds: $1.47B → $1.63B (+$157M)

2% more funds holding

Funds holding: 224 → 229 (+5)

0.98% more ownership

Funds ownership: 77.23% → 78.21% (+0.98%)

6% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 87

Holders
229
Holders Change
+5
Holders Change %
+2.23%
% of All Funds
3.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
82
Reduced
87
Closed
20
Calls
$192K
Puts
$98K
Net Calls
+$94K
Net Calls Change
+$100K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$31.7M
2
BlackRock
BlackRock
New York
+$11.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.97M
4
State Street
State Street
Massachusetts
+$4.46M
5
Barclays
Barclays
United Kingdom
+$2.37M

Top Sellers

1
Invesco
Invesco
Georgia
-$12.5M
2
Northern Trust
Northern Trust
Illinois
-$7.1M
3
Two Sigma Investments
Two Sigma Investments
New York
-$4.12M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$3M
5
Millennium Management
Millennium Management
New York
-$2.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
State Board of Administration of Florida Retirement System
126
State Board of Administration of Florida Retirement System
Florida
$596K -$1.24M -19,572 -68%
TRCT
127
Tower Research Capital (TRC)
New York
$586K +$463K +7,298 +438%
OPERF
128
Oregon Public Employees Retirement Fund
Oregon
$556K -$2.67K -42 -0.5%
ASRS
129
Arizona State Retirement System
Arizona
$551K -$4K -63 -0.7%
Lido Advisors
130
Lido Advisors
California
$547K -$719K -11,326 -57%
EI
131
Ellevest Inc
New York
$534K +$111K +1,744 +27%
Handelsbanken Fonder
132
Handelsbanken Fonder
Sweden
$506K +$55.9K +881 +13%
HCA
133
Harbor Capital Advisors
Illinois
$499K +$143K +2,252 +42%
VanEck Associates
134
VanEck Associates
New York
$488K -$17.5K -276 -4%
QC
135
Quadrature Capital
United Kingdom
$464K +$451K +7,103 New
SAM
136
Shell Asset Management
Netherlands
$458K – – –
VIA
137
Virtus Investment Advisers
Connecticut
$455K – – –
EWA
138
EP Wealth Advisors
California
$443K – – –
AG
139
Algert Global
California
$401K -$48.8K -770 -11%
HighTower Advisors
140
HighTower Advisors
Illinois
$401K -$2.09K -33 -0.6%
Bessemer Group
141
Bessemer Group
New Jersey
$400K -$40.1K -632 -9%
SCM
142
SOL Capital Management
Maryland
$392K – – –
CFD
143
Creative Financial Designs
Indiana
$390K +$12.6K +198 +3%
Teacher Retirement System of Texas
144
Teacher Retirement System of Texas
Texas
$378K -$122K -1,925 -25%
TIS
145
Tortoise Index Solutions
Kansas
$376K -$11.4K -179 -3%
Pictet Asset Management
146
Pictet Asset Management
Switzerland
$358K +$31.1K +491 +10%
KCM
147
Kennedy Capital Management
Missouri
$358K – – –
Zurich Cantonal Bank
148
Zurich Cantonal Bank
Switzerland
$349K +$3.62K +57 +1%
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$348K -$35.1K -553 -9%
AF
150
Allworth Financial
California
$336K +$127 +2 +0%
4 5
6
7 8

HTO Hedge Fund Activity: Q4 2023 in Review

229 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q4 2023, worth a combined $1.63B — up 11% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new HTO positions and 20 closed out — a net gain of 7 holders — while 82 added to existing stakes and 87 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $31.7M. The largest seller was Invesco, cutting an estimated $12.5M.

  • 229 institutional investors held H2O America (HTO) as of Q4 2023, up from 224 in Q3 2023.
  • Funds reported $1.63B of H2O America stock for Q4 2023, up 11% quarter-over-quarter.
  • 27 funds opened new H2O America positions in Q4 2023 and 20 closed out, a net change of +7 holders.
  • The largest H2O America buyer in Q4 2023 was Morgan Stanley, an estimated $31.7M added.
  • The largest H2O America seller in Q4 2023 was Invesco, an estimated $12.5M sold.

Based on aggregated 13F filings for Q4 2023.