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HTO

H2O America
HTO

161 hedge funds and large institutions have $1.55B invested in H2O America in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $1.24B → $1.55B (+$314M)

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

11% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 56

1% more funds holding

Funds holding: 159 → 161 (+2)

0.2% more ownership

Funds ownership: 71.05% → 71.25% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
161
Holders Change
+2
Holders Change %
+1.26%
% of All Funds
2.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
62
Reduced
56
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$9.92M
2
Millennium Management
Millennium Management
New York
+$7.56M
3
NI
Nuance Investments
Missouri
+$6.07M
4
AAMU
Amundi Asset Management US
Massachusetts
+$4.56M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$3.5M

Top Sellers

1
GIP
Granite Investment Partners
California
-$16M
2
Renaissance Technologies
Renaissance Technologies
New York
-$6.65M
3
Northern Trust
Northern Trust
Illinois
-$6.06M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$3.62M
5
Invesco
Invesco
Georgia
-$2.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
NI
1
Nuance Investments
Missouri
$175M +$6.07M +93,308 +4%
KBC Group
2
KBC Group
Belgium
$173M +$149K +2,290 +0.5%
BlackRock
3
BlackRock
New York
$157M +$9.92M +152,573 +7%
CCM
4
Covington Capital Management
California
$132M – – –
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$126M +$3.5M +53,838 +3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$120M +$2.52M +38,758 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$46.1M -$826K -12,706 -2%
Renaissance Technologies
8
Renaissance Technologies
New York
$44.3M -$6.65M -102,300 -14%
State Street
9
State Street
Massachusetts
$38.5M +$26.1K +401 +0.1%
Goldman Sachs
10
Goldman Sachs
New York
$33.7M -$459K -7,064 -1%
AAMU
11
Amundi Asset Management US
Massachusetts
$32.6M +$4.56M +70,097 +18%
MBA
12
Maple-Brown Abbott
Australia
$29.4M +$749K +11,520 +3%
Aberdeen Group
13
Aberdeen Group
United Kingdom
$27.9M -$3.62M -55,692 -12%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$26.8M +$1.04M +16,073 +4%
Northern Trust
15
Northern Trust
Illinois
$26.1M -$6.06M -93,204 -20%
GF
16
Gabelli Funds
New York
$20.8M -$163K -2,500 -0.8%
Norges Bank
17
Norges Bank
Norway
$20.7M +$1.03M +15,800 +6%
Invesco
18
Invesco
Georgia
$17.8M -$2.12M -32,609 -11%
First Manhattan
19
First Manhattan
New York
$16.3M -$866K -13,322 -5%
KCM
20
Kennedy Capital Management
Missouri
$15.5M -$520K -8,001 -3%
Charles Schwab
21
Charles Schwab
California
$14.4M +$746K +11,477 +6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$14.2M +$1.24M +19,050 +10%
First Trust Advisors
23
First Trust Advisors
Illinois
$13.7M +$1.57M +24,152 +14%
CRM
24
Cramer Rosenthal McGlynn
Connecticut
$13.7M -$877K -13,485 -6%
State of Wisconsin Investment Board
25
State of Wisconsin Investment Board
Wisconsin
$12.9M -$1.5M -23,000 -11%
1
2 3 4 5

HTO Hedge Fund Activity: Q4 2020 in Review

161 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q4 2020, worth a combined $1.55B — up 25% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HTO positions and 15 closed out — a net gain of 3 holders — while 62 added to existing stakes and 56 trimmed.

The largest buyer was BlackRock, adding an estimated $9.92M. The largest seller was Granite Investment Partners, exiting entirely with an estimated $16M sold.

  • 161 institutional investors held H2O America (HTO) as of Q4 2020, up from 159 in Q3 2020.
  • Funds reported $1.55B of H2O America stock for Q4 2020, up 25% quarter-over-quarter.
  • 18 funds opened new H2O America positions in Q4 2020 and 15 closed out, a net change of +3 holders.
  • The largest H2O America buyer in Q4 2020 was BlackRock, an estimated $9.92M added.
  • The largest H2O America seller in Q4 2020 was Granite Investment Partners, an estimated $16M sold.

Based on aggregated 13F filings for Q4 2020.