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HTO

H2O America
HTO

161 hedge funds and large institutions have $1.55B invested in H2O America in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $1.24B → $1.55B (+$314M)

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

11% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 56

1% more funds holding

Funds holding: 159 → 161 (+2)

0.2% more ownership

Funds ownership: 71.05% → 71.25% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
161
Holders Change
+2
Holders Change %
+1.26%
% of All Funds
2.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
62
Reduced
56
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$9.92M
2
Millennium Management
Millennium Management
New York
+$7.56M
3
NI
Nuance Investments
Missouri
+$6.07M
4
AAMU
Amundi Asset Management US
Massachusetts
+$4.56M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$3.5M

Top Sellers

1
GIP
Granite Investment Partners
California
-$16M
2
Renaissance Technologies
Renaissance Technologies
New York
-$6.65M
3
Northern Trust
Northern Trust
Illinois
-$6.06M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$3.62M
5
Invesco
Invesco
Georgia
-$2.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
151
Reilly Financial Advisors
California
$7K – – –
S
152
SignatureFD
Georgia
$7K +$1.56K +24 +33%
FPS
153
Fieldpoint Private Securities
Connecticut
$6K +$5.2K +80 New
NFSG
154
Newbridge Financial Services Group
Florida
$4K -$1.89K -29 -32%
PCG
155
Private Capital Group
Connecticut
$3K – – –
ABC
156
Associated Banc-Corp
Wisconsin
$2K -$1.04K -16 -31%
AIG
157
American International Group
New York
$1.06K -$28.6K -440 -3%
AWA
158
Arkadios Wealth Advisors
Georgia
$1K -$27.8K -428 -95%
BCA
159
Berman Capital Advisors
Georgia
$1K – – –
EFSCE
160
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$975 +15 New
QCG
161
Quadrant Capital Group
Ohio
$1K +$1.04K +16 New
GIP
162
Granite Investment Partners
California
– -$16M -262,770 Closed
SFI
163
Susquehanna Fundamental Investments
Pennsylvania
– -$854K -14,026 Closed
Squarepoint
164
Squarepoint
New York
– -$837K -13,757 Closed
Creative Planning
165
Creative Planning
Kansas
– -$456K -7,489 Closed
Asset Management One
166
Asset Management One
Japan
– -$375K -6,149 Closed
HF
167
HRT Financial
New York
– -$318K -5,237 Closed
MAM
168
Martingale Asset Management
Massachusetts
– -$317K -5,198 Closed
Envestnet Asset Management
169
Envestnet Asset Management
Illinois
– -$280K -4,608 Closed
Point72 Asset Management
170
Point72 Asset Management
Connecticut
– -$251K -4,122 Closed
QT
171
Quantbot Technologies
New York
– -$208K -3,424 Closed
CSS
172
Cubist Systematic Strategies
Connecticut
– -$133K -2,189 Closed
Russell Investments Group
173
Russell Investments Group
United Kingdom
– -$102K -1,680 Closed
FHA
174
Flagship Harbor Advisors
Massachusetts
– -$3K -51 Closed
PFWA
175
Paces Ferry Wealth Advisors
Georgia
– -$1K -9 Closed
3 4 5 6
7

HTO Hedge Fund Activity: Q4 2020 in Review

161 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q4 2020, worth a combined $1.55B — up 25% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HTO positions and 15 closed out — a net gain of 3 holders — while 62 added to existing stakes and 56 trimmed.

The largest buyer was BlackRock, adding an estimated $9.92M. The largest seller was Granite Investment Partners, exiting entirely with an estimated $16M sold.

  • 161 institutional investors held H2O America (HTO) as of Q4 2020, up from 159 in Q3 2020.
  • Funds reported $1.55B of H2O America stock for Q4 2020, up 25% quarter-over-quarter.
  • 18 funds opened new H2O America positions in Q4 2020 and 15 closed out, a net change of +3 holders.
  • The largest H2O America buyer in Q4 2020 was BlackRock, an estimated $9.92M added.
  • The largest H2O America seller in Q4 2020 was Granite Investment Partners, an estimated $16M sold.

Based on aggregated 13F filings for Q4 2020.