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HTO

H2O America
HTO

162 hedge funds and large institutions have $1.12B invested in H2O America in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 65 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.05% less ownership

Funds ownership: 69.74% → 68.69% (-1%)

4% less funds holding

Funds holding: 169 → 162 (-7)

14% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 29

20% less capital invested

Capital invested by funds: $1.41B → $1.12B (-$286M)

28% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 65

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
162
Holders Change
-7
Holders Change %
-4.14%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
25
Increased
47
Reduced
65
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NI
Nuance Investments
Missouri
+$20.2M
2
Aberdeen Group
Aberdeen Group
United Kingdom
+$7.92M
3
Goldman Sachs
Goldman Sachs
New York
+$5.14M
4
American Century Companies
American Century Companies
Missouri
+$4.74M
5
BlackRock
BlackRock
New York
+$4.06M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$19.6M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$12.8M
3
Prudential Financial
Prudential Financial
New Jersey
-$8.06M
4
SSA
Schonfeld Strategic Advisors
New York
-$4.01M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
SS
176
Simplicity Solutions
Minnesota
– -$230K -3,242 Closed
AL
177
AJO LP
Pennsylvania
– -$225K -3,173 Closed
Mitsubishi UFJ Trust & Banking
178
Mitsubishi UFJ Trust & Banking
Japan
– -$222K -3,124 Closed
LPL Financial
179
LPL Financial
California
– -$212K -2,989 Closed
EGM
180
Engineers Gate Manager
New York
– -$212K -2,980 Closed
Creative Planning
181
Creative Planning
Kansas
– -$202K -2,848 Closed
CSS
182
Cubist Systematic Strategies
Connecticut
– -$193K -2,712 Closed
UFF
183
USA Financial Formulas
Michigan
– -$81K -1,145 Closed
FPS
184
Fieldpoint Private Securities
Connecticut
– -$20K -290 Closed
PA
185
Parallel Advisors
California
– -$18K -249 Closed
BBHC
186
Brown Brothers Harriman & Co
New York
– -$8K -109 Closed
CIA
187
ClearBridge Investments (Australia)
Australia
– -$2K -33 Closed
LC
188
Lindbrook Capital
California
– -$1K -21 Closed
AWA
189
Arkadios Wealth Advisors
Georgia
– -$440 -6 Closed
4 5 6 7
8

HTO Hedge Fund Activity: Q1 2020 in Review

162 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q1 2020, worth a combined $1.12B — down 20% from $1.41B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of HTO and 25 opened new positions — a net loss of 4 holders — while 65 trimmed existing stakes and 47 added.

The largest buyer was Nuance Investments, adding an estimated $20.2M. The largest seller was Fidelity Investments, cutting an estimated $19.6M.

  • 162 institutional investors held H2O America (HTO) as of Q1 2020, down from 169 in Q4 2019.
  • Funds reported $1.12B of H2O America stock for Q1 2020, down 20% quarter-over-quarter.
  • 25 funds opened new H2O America positions in Q1 2020 and 29 closed out, a net change of -4 holders.
  • The largest H2O America buyer in Q1 2020 was Nuance Investments, an estimated $20.2M added.
  • The largest H2O America seller in Q1 2020 was Fidelity Investments, an estimated $19.6M sold.

Based on aggregated 13F filings for Q1 2020.