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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
PTC
176
Private Trust Company
Ohio
$113K
Daiwa Securities Group
177
Daiwa Securities Group
Japan
$98K +$105K +1,392 New
DZ Bank
178
DZ Bank
Germany
$91.1K
NA
179
NewEdge Advisors
Louisiana
$71.8K +$13.4K +178 +21%
NIMI
180
Natixis Investment Managers International
France
$69.5K -$4.68K -62 -6%
OAM
181
Ostrum Asset Management
France
$42.8K
UB
182
UMB Bank
Missouri
$42.1K
US Bancorp
183
US Bancorp
Minnesota
$32.4K +$25.3K +335 +264%
SWM
184
Spire Wealth Management
Virginia
$30.8K
GEA
185
Glen Eagle Advisors
New Jersey
$28K
Cohen & Steers
186
Cohen & Steers
New York
$27K
Nisa Investment Advisors
187
Nisa Investment Advisors
Missouri
$24.6K -$6.8K -90 -20%
CG
188
Cutler Group
California
$24K +$26.4K +350 New
UFF
189
USA Financial Formulas
Michigan
$22.8K -$755 -10 -3%
Osaic Holdings
190
Osaic Holdings
Arizona
$18.8K -$1.89K -25 -9%
Ohio Public Employees Retirement System (OPERS)
191
Ohio Public Employees Retirement System (OPERS)
Ohio
$18K -$1.44K -19 -7%
WOC
192
West Oak Capital
California
$17.5K
QCG
193
Quadrant Capital Group
Ohio
$16.9K +$7.93K +105 +77%
CIM
194
Contravisory Investment Management
Massachusetts
$15K +$16.2K +214 New
BFEC
195
Benjamin F. Edwards & Company
Missouri
$15K +$76 +1 +0.5%
LC
196
Lindbrook Capital
California
$14.9K +$378 +5 +2%
S
197
SignatureFD
Georgia
$13.4K -$7.78K -103 -35%
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$11K +$4.23K +56 +56%
FGAM
199
Financial Gravity Asset Management
Texas
$8.74K -$453 -6 -8%
PFPT
200
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.13K