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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
Russell Investments Group
201
Russell Investments Group
United Kingdom
$7.71K -$1.06K -14 -11%
TCOV
202
Trust Company of Vermont
Vermont
$5.61K +$6.04K +80 New
MPWT
203
MassMutual Private Wealth & Trust
Connecticut
$3.65K +$2.49K +33 +174%
PA
204
Parallel Advisors
California
$3.05K +$755 +10 +30%
BIA
205
Bell Investment Advisors
California
$2.31K
FMII
206
Farmers & Merchants Investments Inc
Nebraska
$1.4K
JWA
207
JFS Wealth Advisors
Pennsylvania
$1.12K
BBPWM
208
Blue Bell Private Wealth Management
Pennsylvania
$771
BAAM
209
Baker Avenue Asset Management
California
$491
AWM
210
Abound Wealth Management
Tennessee
$421 +$453 +6 New
AF
211
Advisornet Financial
Minnesota
$351 +$76 +1 +25%
SIC
212
SJS Investment Consulting
Ohio
$281
DI
213
Disciplined Investments
Oklahoma
$280 -$76 -1 -20%
FFA
214
Farther Finance Advisors
California
$210 -$453 -6 -67%
CFGS
215
Concourse Financial Group Securities
Alabama
$210 +$227 +3 New
VCM
216
Versant Capital Management
Arizona
$210 +$227 +3 New
PFBT
217
Parkside Financial Bank & Trust
Missouri
$71 -$151 -2 -67%
HNB
218
Huntington National Bank
Ohio
$70
TWP
219
TFO Wealth Partners
Ohio
$70
T. Rowe Price Investment Management
220
T. Rowe Price Investment Management
Maryland
-$38.6M -507,483 Closed
CSS
221
Cubist Systematic Strategies
Connecticut
-$1.69M -22,199 Closed
MF
222
Magnetar Financial
Illinois
-$788K -10,349 Closed
Mariner
223
Mariner
Kansas
-$721K -9,465 Closed
Millennium Management
224
Millennium Management
New York
-$567K -7,453 Closed
SO
225
STRS Ohio
Ohio
-$411K -5,400 Closed