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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
MOACM
151
Mutual of America Capital Management
New York
$332K +$1.21K +19 +0.4%
CCM
152
Cullen Capital Management
New York
$326K +$316K +4,987 New
VF
153
Virtu Financial
New York
$325K +$315K +4,972 New
NYLIM
154
New York Life Investment Management
New York
$299K -$6.66K -105 -2%
SEI Investments
155
SEI Investments
Pennsylvania
$298K – – –
Truist Financial
156
Truist Financial
North Carolina
$295K -$6.15K -97 -2%
Public Employees Retirement Association of Colorado
157
Public Employees Retirement Association of Colorado
Colorado
$276K -$66.9K -1,055 -20%
Citadel Advisors
158
Citadel Advisors
Florida
$273K +$265K +4,172 New
TIAA Trust, National Association
159
TIAA Trust, National Association
North Carolina
$267K – – –
YIH
160
Y-Intercept (HK)
Hong Kong
$260K +$252K +3,976 New
EFMC
161
Empire Financial Management Company
New York
$259K – – –
CIM
162
CIM Investment Management
Pennsylvania
$253K – – –
KC
163
Kepos Capital
New York
$252K +$22.1K +349 +10%
JAM
164
Jupiter Asset Management
United Kingdom
$245K -$233K -3,666 -49%
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$242K -$59.4K -937 -20%
Daiwa Securities Group
166
Daiwa Securities Group
Japan
$242K +$31.8K +501 +16%
ECM
167
Everence Capital Management
Indiana
$231K -$491K -7,740 -69%
Corient Private Wealth
168
Corient Private Wealth
Florida
$225K -$5.52K -87 -2%
I
169
InceptionR
California
$220K +$214K +3,373 New
Verition Fund Management
170
Verition Fund Management
Connecticut
$220K +$214K +3,370 New
AIP
171
Ameritas Investment Partners
Nebraska
$216K +$14.3K +225 +7%
Marshall Wace
172
Marshall Wace
United Kingdom
$206K -$674K -10,628 -77%
GT
173
Glenmede Trust
Pennsylvania
$201K +$195K +3,071 New
MFS
174
Mirabella Financial Services
United Kingdom
$201K +$195K +3,070 New
QCG
175
Quadrant Capital Group
Ohio
$146K +$125K +1,969 +760%
5 6
7
8 9

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.