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HTO

H2O America
HTO

240 hedge funds and large institutions have $1.29B invested in H2O America in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 88 increasing their positions, 85 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 85

0.67% more ownership

Funds ownership: 78.34% → 79% (+0.67%)

5% less funds holding

Funds holding: 252 → 240 (-12)

13% less capital invested

Capital invested by funds: $1.49B → $1.29B (-$195M)

20% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 45

96% less call options, than puts

Call options by funds: $15K | Put options by funds: $353K

Holders
240
Holders Change
-12
Holders Change %
-4.76%
% of All Funds
3.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
88
Reduced
85
Closed
45
Calls
$15K
Puts
$353K
Net Calls
-$338K
Net Calls Change
-$263K

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$48.1M
2
BlackRock
BlackRock
New York
+$18.7M
3
State Street
State Street
Massachusetts
+$11.1M
4
Norges Bank
Norges Bank
Norway
+$6.36M
5
JP Morgan Chase
JP Morgan Chase
New York
+$4.81M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$11.1M
2
Morgan Stanley
Morgan Stanley
New York
-$8.6M
3
N
Nuveen
North Carolina
-$7.32M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$4.97M
5
KBC Group
KBC Group
Belgium
-$3.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$458K -$198K -3,587 -28%
ASRS
127
Arizona State Retirement System
Arizona
$444K +$10.9K +197 +2%
AB
128
Amalgamated Bank
New York
$439K +$1.05K +19 +0.2%
Daiwa Securities Group
129
Daiwa Securities Group
Japan
$439K +$52.9K +961 +12%
MCM
130
Manchester Capital Management
Vermont
$426K – – –
IC
131
IEQ Capital
California
$420K +$470K +8,540 New
QC
132
Quadrature Capital
United Kingdom
$412K +$461K +8,373 New
State Board of Administration of Florida Retirement System
133
State Board of Administration of Florida Retirement System
Florida
$404K – – –
Lido Advisors
134
Lido Advisors
California
$401K – – –
SEI Investments
135
SEI Investments
Pennsylvania
$376K +$9.04K +164 +2%
EWA
136
EP Wealth Advisors
California
$374K +$3.86K +70 +0.9%
OPERF
137
Oregon Public Employees Retirement Fund
Oregon
$350K +$5.51K +100 +1%
CWA
138
Canvas Wealth Advisors
Kansas
$346K +$30.1K +546 +8%
PFSRSONJ
139
Police & Firemen's Retirement System of New Jersey
New Jersey
$345K +$386K +7,001 New
BP
140
Ballentine Partners
Massachusetts
$342K +$80K +1,452 +26%
JF
141
Jump Financial
Illinois
$329K -$790K -14,340 -68%
Pictet Asset Management
142
Pictet Asset Management
Switzerland
$328K +$72.7K +1,320 +25%
ECM
143
ExodusPoint Capital Management
New York
$328K +$367K +6,655 New
EC
144
EntryPoint Capital
New York
$314K +$152K +2,751 +76%
Royal Bank of Canada
145
Royal Bank of Canada
Ontario, Canada
$310K -$57.5K -1,043 -14%
EI
146
Ethic Inc
New York
$305K -$455K -8,268 -57%
KAS
147
Kestra Advisory Services
Texas
$302K -$75.3K -1,366 -18%
KK
148
KLP Kapitalforvaltning
Norway
$300K +$336K +6,100 New
SCM
149
SOL Capital Management
Maryland
$295K – – –
AWA
150
Arete Wealth Advisors
Illinois
$281K +$315K +5,722 New
4 5
6
7 8

HTO Hedge Fund Activity: Q4 2024 in Review

240 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q4 2024, worth a combined $1.29B — down 13% from $1.49B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of HTO and 36 opened new positions — a net loss of 9 holders — while 85 trimmed existing stakes and 88 added.

The largest buyer was First Trust Advisors, adding an estimated $48.1M. The largest seller was Millennium Management, cutting an estimated $11.1M.

  • 240 institutional investors held H2O America (HTO) as of Q4 2024, down from 252 in Q3 2024.
  • Funds reported $1.29B of H2O America stock for Q4 2024, down 13% quarter-over-quarter.
  • 36 funds opened new H2O America positions in Q4 2024 and 45 closed out, a net change of -9 holders.
  • The largest H2O America buyer in Q4 2024 was First Trust Advisors, an estimated $48.1M added.
  • The largest H2O America seller in Q4 2024 was Millennium Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2024.