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HTO

H2O America
HTO

84 hedge funds and large institutions have $288M invested in H2O America in 2013 Q2 according to their latest regulatory filings, with 84 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

53.21% more ownership

Funds ownership: 0% → 53.21% (+53%)

Holders
84
Holders Change
+84
Holders Change %
–
% of All Funds
2.74%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.16%
New
84
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1
Covington Capital Management
California
$51.2M +$51.4M +1,954,070 New
Lazard Asset Management
2
Lazard Asset Management
New York
$21.7M +$21.8M +829,565 New
GF
3
Gabelli Funds
New York
$19.6M +$19.6M +746,500 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$17.2M +$17.3M +657,555 New
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$16.6M +$16.7M +634,643 New
BIT
6
BlackRock Institutional Trust
California
$11.4M +$11.4M +434,664 New
GI
7
GAMCO Investors
Connecticut
$11M +$11.1M +420,507 New
RA
8
Royce & Associates
New York
$10.5M +$10.5M +400,400 New
BFA
9
BlackRock Fund Advisors
California
$10.3M +$10.3M +393,168 New
MAM
10
Magellan Asset Management
Australia
$9.64M +$969K +36,814 New
BKBG
11
BHF Kleinwort Benson Group
Belgium
$9.2M +$9.25M +351,485 New
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$8.65M +$8.68M +330,000 New
SGM
13
Summit Global Management
California
$6.87M +$7.06M +268,501 New
State Street
14
State Street
Massachusetts
$6.87M +$6.9M +262,109 New
OCM
15
Otter Creek Management
Florida
$6.82M +$6.85M +260,448 New
Northern Trust
16
Northern Trust
Illinois
$6.14M +$6.16M +234,233 New
CS
17
Credit Suisse
Switzerland
$4.13M +$4.15M +157,715 New
KBC Group
18
KBC Group
Belgium
$3.83M +$3.85M +146,184 New
CCB
19
Cutter & Co Brokerage
Missouri
$3.82M +$3.83M +145,746 New
Norges Bank
20
Norges Bank
Norway
$3.43M +$3.45M +131,063 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$3.22M +$3.23M +122,920 New
KCM
22
Kennedy Capital Management
Missouri
$2.82M +$2.84M +107,800 New
First Manhattan
23
First Manhattan
New York
$2.82M +$2.69M +102,050 New
WAM
24
Water Asset Management
New York
$2.72M +$2.73M +103,901 New
Wells Fargo
25
Wells Fargo
California
$2.71M +$2.72M +103,443 New
1
2 3 4

HTO Hedge Fund Activity: Q2 2013 in Review

84 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q2 2013, worth a combined $288M.

Buyers outnumbered sellers: 84 funds opened new HTO positions and 0 closed out — a net gain of 84 holders — while 0 added to existing stakes and 0 trimmed.

  • 84 institutional investors held H2O America (HTO) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $288M of H2O America stock for Q2 2013.
  • 84 funds opened new H2O America positions in Q2 2013 and 0 closed out, a net change of +84 holders.

Based on aggregated 13F filings for Q2 2013.