H2O America
147 hedge funds and large institutions have $1.35B invested in H2O America in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 20 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
75% more capital inflows, than outflows
Capital inflows: $101M | Capital outflows: $57.5M
56% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 45
2.54% less ownership
Funds ownership: 74.13% → 71.59% (-2.5%)
8% less funds holding
Funds holding: 159 → 147 (-12)
50% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$5.94M |
| 2 |
BlackRock
New York
|
+$5.89M |
| 3 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$5.2M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$4.01M |
| 5 |
Goldman Sachs
New York
|
+$3.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kennedy Capital Management
St Louis,
Missouri
|
-$5.21M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$5.09M |
| 3 |
CCM
CAAS Capital Management
New York
|
-$4.59M |
| 4 |
Millennium Management
New York
|
-$4.35M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$4M |
HTO Hedge Fund Activity: Q2 2021 in Review
147 of the 5,769 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q2 2021, worth a combined $1.35B — up 1.1% from $1.33B a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of HTO and 10 opened new positions — a net loss of 10 holders — while 45 trimmed existing stakes and 70 added.
The largest buyer was Schroder Investment Management Group, adding an estimated $5.94M. The largest seller was Kennedy Capital Management, cutting an estimated $5.21M.
- 147 institutional investors held H2O America (HTO) as of Q2 2021, down from 159 in Q1 2021.
- Funds reported $1.35B of H2O America stock for Q2 2021, up 1.1% quarter-over-quarter.
- 10 funds opened new H2O America positions in Q2 2021 and 20 closed out, a net change of -10 holders.
- The largest H2O America buyer in Q2 2021 was Schroder Investment Management Group, an estimated $5.94M added.
- The largest H2O America seller in Q2 2021 was Kennedy Capital Management, an estimated $5.21M sold.
Based on aggregated 13F filings for Q2 2021.