H2O America
141 hedge funds and large institutions have $338M invested in H2O America in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 8 closing their positions.
350% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 8
42% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 33
25% more capital invested
Capital invested by funds: $270M → $338M (+$67.5M)
25% more funds holding
Funds holding: 113 → 141 (+28)
0.8% more ownership
Funds ownership: 44.68% → 45.49% (+0.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WC
Walthausen & Co
Malta,
New York
|
+$6.21M |
| 2 |
Renaissance Technologies
New York
|
+$5.62M |
| 3 |
Millennium Management
New York
|
+$5.52M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$3.15M |
| 5 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
+$2.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$24.7M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$9.39M |
| 3 |
RS
Robeco Schweiz
Zurich,
Switzerland
|
-$3.75M |
| 4 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$2.37M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
-$2.25M |
HTO Hedge Fund Activity: Q1 2016 in Review
141 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q1 2016, worth a combined $338M — up 25% from $270M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new HTO positions and 8 closed out — a net gain of 28 holders — while 47 added to existing stakes and 33 trimmed.
The largest buyer was Walthausen & Co, opening a new position worth an estimated $6.21M. The largest seller was Lazard Asset Management, cutting an estimated $24.7M.
- 141 institutional investors held H2O America (HTO) as of Q1 2016, up from 113 in Q4 2015.
- Funds reported $338M of H2O America stock for Q1 2016, up 25% quarter-over-quarter.
- 36 funds opened new H2O America positions in Q1 2016 and 8 closed out, a net change of +28 holders.
- The largest H2O America buyer in Q1 2016 was Walthausen & Co, an estimated $6.21M added.
- The largest H2O America seller in Q1 2016 was Lazard Asset Management, an estimated $24.7M sold.
Based on aggregated 13F filings for Q1 2016.