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HTO

H2O America
HTO

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
224
Holders Change
+2
Holders Change %
+0.9%
% of All Funds
3.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
101
Reduced
64
Closed
22
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
-$104K

Top Buyers

1
NI
Nuance Investments
Missouri
+$18.8M
2
BlackRock
BlackRock
New York
+$13.1M
3
KBC Group
KBC Group
Belgium
+$4.82M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$4.27M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$4.09M

Top Sellers

1
State Street
State Street
Massachusetts
-$116M
2
First Trust Advisors
First Trust Advisors
Illinois
-$5.91M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.68M
4
JF
Jump Financial
Illinois
-$2.15M
5
Goldman Sachs
Goldman Sachs
New York
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
WTG
201
West Tower Group
Virginia
$5.59K +$6.24K +93 New
TCOV
202
Trust Company of Vermont
Vermont
$4.81K – – –
Simplex Trading
203
Simplex Trading
Illinois
$4K +$4.96K +74 +822%
Mitsubishi UFJ Asset Management
204
Mitsubishi UFJ Asset Management
Japan
$3.07K +$3.42K +51 New
BIA
205
Bell Investment Advisors
California
$1.98K – – –
LC
206
Lindbrook Capital
California
$1.92K -$12.1K -181 -85%
MPWT
207
MassMutual Private Wealth & Trust
Connecticut
$1.86K -$1.41K -21 -40%
PFBT
208
Parkside Financial Bank & Trust
Missouri
$1.38K +$1.48K +22 +2,200%
Russell Investments Group
209
Russell Investments Group
United Kingdom
$1.26K -$5.97K -89 -81%
FMII
210
Farmers & Merchants Investments Inc
Nebraska
$1.2K – – –
ECM
211
Everence Capital Management
Indiana
$677 +$117K +1,740 +18%
JWA
212
JFS Wealth Advisors
Pennsylvania
$662 -$335 -5 -31%
BBPWM
213
Blue Bell Private Wealth Management
Pennsylvania
$661 – – –
GWS
214
Glassman Wealth Services
Virginia
$541 +$604 +9 New
BAAM
215
Baker Avenue Asset Management
California
$421 – – –
CFGS
216
Concourse Financial Group Securities
Alabama
$420 +$268 +4 +133%
AWM
217
Abound Wealth Management
Tennessee
$361 – – –
SIC
218
SJS Investment Consulting
Ohio
$241 – – –
TWP
219
TFO Wealth Partners
Ohio
$70 – – –
AF
220
Advisornet Financial
Minnesota
$60 -$268 -4 -80%
HNB
221
Huntington National Bank
Ohio
$60 – – –
FGAM
222
Financial Gravity Asset Management
Texas
$8 -$4.7K -70 Closed
JF
223
Jump Financial
Illinois
– -$2.15M -30,735 Closed
Citadel Advisors
224
Citadel Advisors
Florida
– -$908K -12,944 Closed
GAM
225
Gotham Asset Management
New York
– -$572K -8,154 Closed
6 7 8
9
10

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.