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HTO

H2O America

252 hedge funds and large institutions have $1.49B invested in H2O America in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 85 increasing their positions, 87 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 18

10% more capital invested

Capital invested by funds: $1.35B → $1.49B (+$139M)

10% more funds holding

Funds holding: 229252 (+23)

1.11% more ownership

Funds ownership: 77.23%78.34% (+1.1%)

2% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 87

77% less call options, than puts

Call options by funds: $23K | Put options by funds: $98K

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
252
Holders Change
+23
Holders Change %
+10.04%
% of All Funds
3.62%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
42
Increased
85
Reduced
87
Closed
18
Calls
$23K
Puts
$98K
Net Calls
-$75K
Net Calls Change
+$141K
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
201
Quadrant Capital Group
Ohio
$32.5K +$8.89K +152 +37%
TCOV
202
Trust Company of Vermont
Vermont
$29.1K +$29.3K +500 New
Russell Investments Group
203
Russell Investments Group
United Kingdom
$27.1K +$15.6K +266 +133%
OAM
204
Ostrum Asset Management
France
$26.9K -$41.1K -702 -60%
SWM
205
Spire Wealth Management
Virginia
$25.6K
GEA
206
Glen Eagle Advisors
New Jersey
$23.2K
Osaic Holdings
207
Osaic Holdings
Arizona
$21.7K -$761 -13 -3%
Mitsubishi UFJ Asset Management
208
Mitsubishi UFJ Asset Management
Japan
$20.5K
GI
209
GAMMA Investing
California
$20.2K +$8.84K +151 +77%
S
210
SignatureFD
Georgia
$20K +$7.02K +120 +54%
AF
211
Advisornet Financial
Minnesota
$18.1K +$16.7K +285 +1,096%
SAM
212
Smartleaf Asset Management
Massachusetts
$18K -$1.46K -25 -7%
QL
213
Quarry LP
New York
$17.4K +$17.5K +299 New
Bessemer Group
214
Bessemer Group
New Jersey
$16K +$8.54K +146 +113%
CCA
215
Catalyst Capital Advisors
New York
$15K -$1.58K -27 -9%
MRC
216
Millburn Ridgefield Corp
New York
$15K -$1.58K -27 -9%
ECM
217
Estabrook Capital Management
New York
$11.7K +$11.8K +201 New
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$10.6K +$995 +17 +10%
LC
219
Lindbrook Capital
California
$10.5K +$410 +7 +4%
PWMG
220
Private Wealth Management Group
New Jersey
$7.38K
RA
221
Rise Advisors
New York
$7.07K +$59 +1 +0.8%
SCM
222
Sterling Capital Management
North Carolina
$6.51K +$6.55K +112 New
HCA
223
Harbor Capital Advisors
Illinois
$6K +$6.09K +104 New
MPWT
224
MassMutual Private Wealth & Trust
Connecticut
$5.58K +$293 +5 +5%
AAP
225
Arax Advisory Partners
Colorado
$4.71K -$1.52K -26 -24%

HTO Hedge Fund Activity: Q3 2024 in Review

252 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q3 2024, worth a combined $1.49B — up 10% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new HTO positions and 18 closed out — a net gain of 24 holders — while 85 added to existing stakes and 87 trimmed.

The largest buyer was BlackRock, adding an estimated $20.5M. The largest seller was Nuance Investments, cutting an estimated $21.1M.

  • 252 institutional investors held H2O America (HTO) as of Q3 2024, up from 229 in Q2 2024.
  • Funds reported $1.49B of H2O America stock for Q3 2024, up 10% quarter-over-quarter.
  • 42 funds opened new H2O America positions in Q3 2024 and 18 closed out, a net change of +24 holders.
  • The largest H2O America buyer in Q3 2024 was BlackRock, an estimated $20.5M added.
  • The largest H2O America seller in Q3 2024 was Nuance Investments, an estimated $21.1M sold.

Based on aggregated 13F filings for Q3 2024.