H2O America
114 hedge funds and large institutions have $356M invested in H2O America in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 28 increasing their positions, 40 reducing their positions, and 5 closing their positions.
380% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 5
22% more capital invested
Capital invested by funds: $292M → $356M (+$64.1M)
16% more funds holding
Funds holding: 98 → 114 (+16)
1% more ownership
Funds ownership: 53.81% → 54.81% (+1%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
30% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BKBG
BHF Kleinwort Benson Group
Brussels,
Belgium
|
+$5.84M |
| 2 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
+$2.03M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.95M |
| 4 |
DCM
Dupont Capital Management
Wilmington,
Delaware
|
+$1.13M |
| 5 |
MC
Menta Capital
San Francisco,
California
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$7.72M |
| 2 |
OCM
Otter Creek Management
West Palm Beach,
Florida
|
-$3.22M |
| 3 |
WAM
Water Asset Management
New York
|
-$3.05M |
| 4 |
FM
Forward Management
San Francisco,
California
|
-$2.01M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$1.46M |
HTO Hedge Fund Activity: Q4 2014 in Review
114 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q4 2014, worth a combined $356M — up 22% from $292M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new HTO positions and 5 closed out — a net gain of 19 holders — while 28 added to existing stakes and 40 trimmed.
The largest buyer was BHF Kleinwort Benson Group, adding an estimated $5.84M. The largest seller was Lazard Asset Management, cutting an estimated $7.72M.
- 114 institutional investors held H2O America (HTO) as of Q4 2014, up from 98 in Q3 2014.
- Funds reported $356M of H2O America stock for Q4 2014, up 22% quarter-over-quarter.
- 24 funds opened new H2O America positions in Q4 2014 and 5 closed out, a net change of +19 holders.
- The largest H2O America buyer in Q4 2014 was BHF Kleinwort Benson Group, an estimated $5.84M added.
- The largest H2O America seller in Q4 2014 was Lazard Asset Management, an estimated $7.72M sold.
Based on aggregated 13F filings for Q4 2014.