H2O America
224 hedge funds and large institutions have $1.47B invested in H2O America in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 64 reducing their positions, and 22 closing their positions.
58% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 64
18% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 22
1% more funds holding
Funds holding: 222 → 224 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.05% less ownership
Funds ownership: 80.28% → 77.23% (-3.1%)
17% less capital invested
Capital invested by funds: $1.77B → $1.47B (-$295M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $6K
Top Buyers
| 1 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$18.8M |
| 2 |
BlackRock
New York
|
+$13.1M |
| 3 |
KBC Group
Brussels,
Belgium
|
+$4.82M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$4.27M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.09M |
Top Sellers
| 1 |
State Street
Boston,
Massachusetts
|
-$116M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$5.91M |
| 3 |
Renaissance Technologies
New York
|
-$2.68M |
| 4 |
JF
Jump Financial
Chicago,
Illinois
|
-$2.15M |
| 5 |
Goldman Sachs
New York
|
-$1.64M |
HTO Hedge Fund Activity: Q3 2023 in Review
224 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q3 2023, worth a combined $1.47B — down 17% from $1.77B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new HTO positions and 22 closed out — a net gain of 4 holders — while 101 added to existing stakes and 64 trimmed.
The largest buyer was Nuance Investments, adding an estimated $18.8M. The largest seller was State Street, cutting an estimated $116M.
- 224 institutional investors held H2O America (HTO) as of Q3 2023, up from 222 in Q2 2023.
- Funds reported $1.47B of H2O America stock for Q3 2023, down 17% quarter-over-quarter.
- 26 funds opened new H2O America positions in Q3 2023 and 22 closed out, a net change of +4 holders.
- The largest H2O America buyer in Q3 2023 was Nuance Investments, an estimated $18.8M added.
- The largest H2O America seller in Q3 2023 was State Street, an estimated $116M sold.
Based on aggregated 13F filings for Q3 2023.