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HTO

H2O America

252 hedge funds and large institutions have $1.49B invested in H2O America in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 85 increasing their positions, 87 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 18

10% more capital invested

Capital invested by funds: $1.35B → $1.49B (+$139M)

10% more funds holding

Funds holding: 229252 (+23)

1.11% more ownership

Funds ownership: 77.23%78.34% (+1.1%)

2% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 87

77% less call options, than puts

Call options by funds: $23K | Put options by funds: $98K

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
252
Holders Change
+23
Holders Change %
+10.04%
% of All Funds
3.62%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
42
Increased
85
Reduced
87
Closed
18
Calls
$23K
Puts
$98K
Net Calls
-$75K
Net Calls Change
+$141K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
151
SOL Capital Management
Maryland
$349K
AI
152
Atria Investments
North Carolina
$343K +$49.7K +850 +17%
A
153
AlphaQuest
New York
$322K -$361K -6,164 -53%
BP
154
Ballentine Partners
Massachusetts
$319K +$321K +5,491 New
KCM
155
Kennedy Capital Management
Missouri
$319K
CCM
156
Cullen Capital Management
New York
$318K +$2.28K +39 +0.7%
OCM
157
One Capital Management
California
$316K
AF
158
Allworth Financial
California
$315K +$410 +7 +0.1%
Pictet Asset Management
159
Pictet Asset Management
Switzerland
$311K
II
160
Inspire Investing
Idaho
$309K +$312K +5,324 New
IIM
161
INTECH Investment Management
Florida
$307K +$309K +5,287 New
Voloridge Investment Management
162
Voloridge Investment Management
Florida
$306K -$1.74M -29,664 -85%
QT
163
Quantbot Technologies
New York
$305K -$380K -6,489 -55%
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$304K -$4.39K -75 -1%
NRD
165
Nebula Research & Development
New York
$298K -$371K -6,341 -55%
GFA
166
Gallagher Fiduciary Advisors
Illinois
$284K +$69.5K +1,187 +32%
FLC
167
Fifth Lane Capital
Texas
$272K +$274K +4,681 New
IA
168
Inspire Advisors
Idaho
$271K
MOACM
169
Mutual of America Capital Management
New York
$260K -$20.1K -344 -7%
PTC
170
Petrus Trust Company
Texas
$257K -$150K -2,560 -37%
RJFSA
171
Raymond James Financial Services Advisors
Florida
$254K +$256K +4,369 New
II
172
IFM Investors
Australia
$252K -$9.71K -166 -4%
HighTower Advisors
173
HighTower Advisors
Illinois
$251K +$8.13K +139 +3%
ACM
174
Aquatic Capital Management
Illinois
$250K +$87.8K +1,500 +54%
TRCT
175
Tower Research Capital (TRC)
New York
$238K +$8.95K +153 +4%

HTO Hedge Fund Activity: Q3 2024 in Review

252 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q3 2024, worth a combined $1.49B — up 10% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new HTO positions and 18 closed out — a net gain of 24 holders — while 85 added to existing stakes and 87 trimmed.

The largest buyer was BlackRock, adding an estimated $20.5M. The largest seller was Nuance Investments, cutting an estimated $21.1M.

  • 252 institutional investors held H2O America (HTO) as of Q3 2024, up from 229 in Q2 2024.
  • Funds reported $1.49B of H2O America stock for Q3 2024, up 10% quarter-over-quarter.
  • 42 funds opened new H2O America positions in Q3 2024 and 18 closed out, a net change of +24 holders.
  • The largest H2O America buyer in Q3 2024 was BlackRock, an estimated $20.5M added.
  • The largest H2O America seller in Q3 2024 was Nuance Investments, an estimated $21.1M sold.

Based on aggregated 13F filings for Q3 2024.