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HTO

H2O America

184 hedge funds and large institutions have $1.37B invested in H2O America in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

1.19% more ownership

Funds ownership: 71.42%72.61% (+1.2%)

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

2% less funds holding

Funds holding: 187184 (-3)

9% less capital invested

Capital invested by funds: $1.5B → $1.37B (-$129M)

30% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 79

Holders
184
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
3.1%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
55
Reduced
79
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NI
1
Nuance Investments
Missouri
$199M +$13.7M +222,006 +7%
BlackRock
2
BlackRock
New York
$162M +$12.1M +195,219 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$115M +$320K +5,167 +0.3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$104M +$1.07M +17,347 +1%
CCM
5
Covington Capital Management
California
$99.3M
Amundi
6
Amundi
France
$63.4M +$17.3M +279,283 +38%
State Street
7
State Street
Massachusetts
$44.8M -$343K -5,547 -0.8%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$40.5M +$458K +7,400 +1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$29.8M -$153K -2,481 -0.5%
Renaissance Technologies
10
Renaissance Technologies
New York
$24.8M -$241K -3,900 -1%
Goldman Sachs
11
Goldman Sachs
New York
$24.2M -$8.33M -134,593 -26%
Northern Trust
12
Northern Trust
Illinois
$23.5M -$782K -12,637 -3%
Invesco
13
Invesco
Georgia
$21.6M -$1.6M -25,872 -7%
KBC Group
14
KBC Group
Belgium
$21.5M +$958K +15,483 +5%
American Century Companies
15
American Century Companies
Missouri
$21.1M +$1.64M +26,503 +9%
CRM
16
Cramer Rosenthal McGlynn
Connecticut
$20.4M -$4.25M -68,776 -17%
GF
17
Gabelli Funds
New York
$18.3M
First Trust Advisors
18
First Trust Advisors
Illinois
$17.5M +$52.5K +849 +0.3%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$16.8M +$24.5K +396 +0.1%
Charles Schwab
20
Charles Schwab
California
$16M +$302K +4,889 +2%
Victory Capital Management
21
Victory Capital Management
Texas
$15.6M +$222K +3,582 +1%
Legal & General Group
22
Legal & General Group
United Kingdom
$15.5M -$1.39M -22,528 -8%
RJA
23
Raymond James & Associates
Florida
$15.3M +$1.38M +22,326 +10%
Norges Bank
24
Norges Bank
Norway
$15.2M +$347K +5,610 +2%
N
25
Nuveen
North Carolina
$13.7M +$7.43M +120,139 +121%