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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
SFI
151
Susquehanna Fundamental Investments
Pennsylvania
$293K -$119K -1,572 -27%
KIA
152
KCM Investment Advisors
California
$291K
Truist Financial
153
Truist Financial
North Carolina
$291K -$21.7K -287 -6%
TF
154
TIAA FSB
Florida
$287K -$151 -2 -0%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$286K -$34.1K -452 -10%
Envestnet Asset Management
156
Envestnet Asset Management
Illinois
$284K +$306K +4,056 New
LPL Financial
157
LPL Financial
California
$279K +$23.6K +313 +9%
Capstone Investment Advisors
158
Capstone Investment Advisors
New York
$278K +$300K +3,969 New
CIM
159
CIM Investment Management
Pennsylvania
$272K
II
160
IFM Investors
Australia
$267K +$287K +3,804 New
FC
161
FORA Capital
Florida
$262K +$283K +3,741 New
Qube Research & Technologies (QRT)
162
Qube Research & Technologies (QRT)
United Kingdom
$260K +$280K +3,711 New
QT
163
Quantbot Technologies
New York
$256K +$276K +3,651 New
Verition Fund Management
164
Verition Fund Management
Connecticut
$251K +$271K +3,583 New
AIMCA
165
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$247K +$266K +3,521 New
KC
166
Kepos Capital
New York
$246K +$265K +3,515 New
Corient Private Wealth
167
Corient Private Wealth
Florida
$245K +$264K +3,489 New
KAS
168
Kestra Advisory Services
Texas
$233K +$25.5K +337 +11%
DTL
169
Dynamic Technology Lab
Singapore
$212K -$1.07M -14,182 -82%
VF
170
Virtu Financial
New York
$211K +$227K +3,010 New
SG Americas Securities
171
SG Americas Securities
New York
$208K -$2.03M -26,816 -90%
AIP
172
Ameritas Investment Partners
Nebraska
$180K +$30.1K +399 +18%
Fidelity Investments
173
Fidelity Investments
Massachusetts
$142K +$8.01K +106 +6%
GRP
174
Global Retirement Partners
California
$121K
MLICM
175
Metropolitan Life Insurance Company (MetLife)
New York
$119K +$14.7K +194 +13%