We are live on ! Find out more
HTO

H2O America
HTO

187 hedge funds and large institutions have $1.5B invested in H2O America in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 63 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

11% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 63

2% more funds holding

Funds holding: 183 → 187 (+4)

3.46% less ownership

Funds ownership: 74.88% → 71.42% (-3.5%)

8% less capital invested

Capital invested by funds: $1.63B → $1.5B (-$135M)

Holders
187
Holders Change
+4
Holders Change %
+2.19%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
70
Reduced
63
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$21M
2
State Street
State Street
Massachusetts
+$8.23M
3
Victory Capital Management
Victory Capital Management
Texas
+$6.89M
4
EVM
Eaton Vance Management
Massachusetts
+$6.85M
5
Millennium Management
Millennium Management
New York
+$4.5M

Top Sellers

1
CCM
Covington Capital Management
California
-$73M
2
First Trust Advisors
First Trust Advisors
Illinois
-$12.4M
3
BlackRock
BlackRock
New York
-$9.35M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$4.32M
5
CSS
Cubist Systematic Strategies
Connecticut
-$2.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
C
176
Covestor
United Kingdom
$1K -$269 -4 -33%
ADL
177
Asset Dedication LLC
California
$1K – – –
BBPWM
178
Blue Bell Private Wealth Management
Pennsylvania
$1K – – –
CI
179
Cordant Inc
Oregon
$1K +$538 +8 New
JWA
180
JFS Wealth Advisors
Pennsylvania
$1K +$538 +8 +133%
LC
181
Lindbrook Capital
California
$1K +$538 +8 New
T
182
TCWP
Ohio
$1K +$1.68K +25 New
CSS
183
Cubist Systematic Strategies
Connecticut
– -$2.8M -38,264 Closed
ACI
184
AMP Capital Investors
Australia
– -$1.09M -14,871 Closed
KFA
185
Krane Funds Advisors
New York
– -$759K -10,371 Closed
RIM
186
Redpoint Investment Management
Australia
– -$701K -9,574 Closed
EGM
187
Engineers Gate Manager
New York
– -$477K -6,520 Closed
CCIA
188
Campbell & Co Investment Adviser
Maryland
– -$388K -5,300 Closed
PF
189
Phoenix Financial
Israel
– -$297K -4,098 Closed
Canada Pension Plan Investment Board
190
Canada Pension Plan Investment Board
Ontario, Canada
– -$293K -4,000 Closed
CBA
191
Coastal Bridge Advisors
Connecticut
– -$214K -3,000 Closed
KAS
192
Kestra Advisory Services
Texas
– -$210K -2,865 Closed
ECM
193
ExodusPoint Capital Management
New York
– -$208K -2,841 Closed
AI
194
Atom Investors
Texas
– -$205K -2,804 Closed
DADC
195
D.A. Davidson & Co
Montana
– -$200K -2,738 Closed
CA
196
CoreCap Advisors
Michigan
– -$106K -1,450 Closed
DWA
197
Delos Wealth Advisors
Texas
– -$9K -127 Closed
FPS
198
Fieldpoint Private Securities
Connecticut
– -$8K -108 Closed
QCG
199
Quadrant Capital Group
Ohio
– -$1.01K -15 -79%
SIC
200
SJS Investment Consulting
Ohio
– +$67 +1 New
5 6 7
8
9

HTO Hedge Fund Activity: Q1 2022 in Review

187 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q1 2022, worth a combined $1.5B — down 8.3% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new HTO positions and 17 closed out — a net gain of 6 holders — while 70 added to existing stakes and 63 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $21M. The largest seller was Covington Capital Management, cutting an estimated $73M.

  • 187 institutional investors held H2O America (HTO) as of Q1 2022, up from 183 in Q4 2021.
  • Funds reported $1.5B of H2O America stock for Q1 2022, down 8.3% quarter-over-quarter.
  • 23 funds opened new H2O America positions in Q1 2022 and 17 closed out, a net change of +6 holders.
  • The largest H2O America buyer in Q1 2022 was American Century Companies, an estimated $21M added.
  • The largest H2O America seller in Q1 2022 was Covington Capital Management, an estimated $73M sold.

Based on aggregated 13F filings for Q1 2022.