We are live on ! Find out more
HTO

H2O America

158 hedge funds and large institutions have $1.35B invested in H2O America in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 46 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 46

3.84% more ownership

Funds ownership: 71.25%75.09% (+3.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2% less funds holding

Funds holding: 161158 (-3)

13% less capital invested

Capital invested by funds: $1.55B → $1.35B (-$199M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $290K

Holders
158
Holders Change
-3
Holders Change %
-1.86%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
64
Reduced
46
Closed
25
Calls
Puts
$290K
Net Calls
-$290K
Net Calls Change
-$290K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
151
Arkadios Wealth Advisors
Georgia
$3K +$2.09K +32 +145%
PCG
152
Private Capital Group
Connecticut
$2K
Fidelity Investments
153
Fidelity Investments
Massachusetts
$1K -$149K -2,281 -99%
BCA
154
Berman Capital Advisors
Georgia
$1K
QCG
155
Quadrant Capital Group
Ohio
$1K
PA
156
Parallel Advisors
California
$1K +$587 +9 New
AIG
157
American International Group
New York
$969 +$2.61K +40 +0.3%
Nisa Investment Advisors
158
Nisa Investment Advisors
Missouri
$69 -$78.3K -1,200 -52%
Aberdeen Group
159
Aberdeen Group
United Kingdom
-$27.9M -402,832 Closed
RA
160
Royce & Associates
New York
-$3.93M -56,685 Closed
Federated Hermes
161
Federated Hermes
Pennsylvania
-$1.77M -25,460 Closed
HSBC Holdings
162
HSBC Holdings
United Kingdom
-$1.01M -14,642 Closed
KAS
163
Kestra Advisory Services
Texas
-$796K -11,571 Closed
State Board of Administration of Florida Retirement System
164
State Board of Administration of Florida Retirement System
Florida
-$666K -9,601 Closed
Qube Research & Technologies (QRT)
165
Qube Research & Technologies (QRT)
United Kingdom
-$530K -7,647 Closed
Stifel Financial
166
Stifel Financial
Missouri
-$429K -6,188 Closed
EM
167
ELCO Management
New York
-$376K -5,428 Closed
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
-$345K -5,289 Closed
MSL
169
Mackay Shields LLC
New York
-$284K -4,100 Closed
TI
170
Trexquant Investment
Connecticut
-$272K -3,917 Closed
AB
171
Amalgamated Bank
New York
-$226K -3,253 Closed
EGM
172
Engineers Gate Manager
New York
-$225K -3,250 Closed
EI
173
Ethic Inc
New York
-$224K -3,234 Closed
Mitsubishi UFJ Trust & Banking
174
Mitsubishi UFJ Trust & Banking
Japan
-$221K -3,189 Closed
FIM
175
Freedom Investment Management
Connecticut
-$208K -3,002 Closed

HTO Hedge Fund Activity: Q1 2021 in Review

158 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q1 2021, worth a combined $1.35B — down 13% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of HTO and 23 opened new positions — a net loss of 2 holders — while 46 trimmed existing stakes and 64 added.

The largest buyer was Nuance Investments, adding an estimated $47M. The largest seller was Aberdeen Group, exiting entirely with an estimated $27.9M sold.

  • 158 institutional investors held H2O America (HTO) as of Q1 2021, down from 161 in Q4 2020.
  • Funds reported $1.35B of H2O America stock for Q1 2021, down 13% quarter-over-quarter.
  • 23 funds opened new H2O America positions in Q1 2021 and 25 closed out, a net change of -2 holders.
  • The largest H2O America buyer in Q1 2021 was Nuance Investments, an estimated $47M added.
  • The largest H2O America seller in Q1 2021 was Aberdeen Group, an estimated $27.9M sold.

Based on aggregated 13F filings for Q1 2021.