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HTO

H2O America
HTO

229 hedge funds and large institutions have $1.63B invested in H2O America in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 82 increasing their positions, 87 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

96% more call options, than puts

Call options by funds: $192K | Put options by funds: $98K

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

11% more capital invested

Capital invested by funds: $1.47B → $1.63B (+$157M)

2% more funds holding

Funds holding: 224 → 229 (+5)

0.98% more ownership

Funds ownership: 77.23% → 78.21% (+0.98%)

6% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 87

Holders
229
Holders Change
+5
Holders Change %
+2.23%
% of All Funds
3.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
82
Reduced
87
Closed
20
Calls
$192K
Puts
$98K
Net Calls
+$94K
Net Calls Change
+$100K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$31.7M
2
BlackRock
BlackRock
New York
+$11.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.97M
4
State Street
State Street
Massachusetts
+$4.46M
5
Barclays
Barclays
United Kingdom
+$2.37M

Top Sellers

1
Invesco
Invesco
Georgia
-$12.5M
2
Northern Trust
Northern Trust
Illinois
-$7.1M
3
Two Sigma Investments
Two Sigma Investments
New York
-$4.12M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$3M
5
Millennium Management
Millennium Management
New York
-$2.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
201
SignatureFD
Georgia
$9.87K -$1.27K -20 -12%
PO
202
Private Ocean
California
$8.95K +$8.69K +137 New
Russell Investments Group
203
Russell Investments Group
United Kingdom
$7.12K +$5.58K +88 +419%
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$6.54K +$6.34K +100 New
CAS
205
Coppell Advisory Solutions
Texas
$5.82K +$5.65K +89 New
TCOV
206
Trust Company of Vermont
Vermont
$5.23K – – –
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$4.84K -$2.54K -40 -35%
LC
208
Lindbrook Capital
California
$4.31K +$2.16K +34 +106%
Mitsubishi UFJ Asset Management
209
Mitsubishi UFJ Asset Management
Japan
$3.3K – – –
LFA
210
LGT Financial Advisors
Texas
$3.14K +$3.04K +48 New
BTI
211
Blue Trust Inc
Georgia
$3K +$2.85K +45 New
PA
212
Parallel Advisors
California
$2.34K -$5.9K -93 -72%
FPF
213
First Pacific Financial
Washington
$2.29K +$2.22K +35 New
BIA
214
Bell Investment Advisors
California
$1.63K -$508 -8 -24%
FMII
215
Farmers & Merchants Investments Inc
Nebraska
$1.31K – – –
MPWT
216
MassMutual Private Wealth & Trust
Connecticut
$1.24K -$761 -12 -39%
JWA
217
JFS Wealth Advisors
Pennsylvania
$1.18K +$444 +7 +64%
PS
218
Planned Solutions
California
$1.05K +$1.01K +16 New
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$1K -$11K -174 -91%
BBPWM
220
Blue Bell Private Wealth Management
Pennsylvania
$719 – – –
CFGS
221
Concourse Financial Group Securities
Alabama
$718 +$254 +4 +57%
SIC
222
SJS Investment Consulting
Ohio
$458 +$190 +3 +75%
AWM
223
Abound Wealth Management
Tennessee
$393 – – –
AF
224
Advisornet Financial
Minnesota
$392 +$317 +5 +500%
DPW
225
DiNuzzo Private Wealth
Pennsylvania
$327 +$317 +5 New
6 7 8
9
10

HTO Hedge Fund Activity: Q4 2023 in Review

229 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q4 2023, worth a combined $1.63B — up 11% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new HTO positions and 20 closed out — a net gain of 7 holders — while 82 added to existing stakes and 87 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $31.7M. The largest seller was Invesco, cutting an estimated $12.5M.

  • 229 institutional investors held H2O America (HTO) as of Q4 2023, up from 224 in Q3 2023.
  • Funds reported $1.63B of H2O America stock for Q4 2023, up 11% quarter-over-quarter.
  • 27 funds opened new H2O America positions in Q4 2023 and 20 closed out, a net change of +7 holders.
  • The largest H2O America buyer in Q4 2023 was Morgan Stanley, an estimated $31.7M added.
  • The largest H2O America seller in Q4 2023 was Invesco, an estimated $12.5M sold.

Based on aggregated 13F filings for Q4 2023.