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HTO

H2O America

218 hedge funds and large institutions have $2B invested in H2O America in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 71 increasing their positions, 64 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

408% more call options, than puts

Call options by funds: $244K | Put options by funds: $48K

205% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 19

57% more capital invested

Capital invested by funds: $1.27B → $2B (+$730M)

19% more funds holding

Funds holding: 183218 (+35)

11% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 64

10.5% more ownership

Funds ownership: 73.03%83.53% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
218
Holders Change
+35
Holders Change %
+19.13%
% of All Funds
3.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
58
Increased
71
Reduced
64
Closed
19
Calls
$244K
Puts
$48K
Net Calls
+$196K
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$408M +$184M +2,569,816 +105%
Vanguard Group
2
Vanguard Group
Pennsylvania
$177M +$23.8M +333,400 +18%
NI
3
Nuance Investments
Missouri
$140M -$97.1M -1,358,134 -44%
Cerity Partners
4
Cerity Partners
New York
$129M +$114M +1,589,733 New
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$114M -$16.8M -235,285 -14%
State Street
6
State Street
Massachusetts
$84.8M +$23.1M +323,387 +45%
Amundi
7
Amundi
France
$79.6M -$16.3M -227,846 -19%
Invesco
8
Invesco
Georgia
$60.7M +$27.3M +381,809 +104%
Northern Trust
9
Northern Trust
Illinois
$40.1M +$8.57M +119,869 +32%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$39.7M +$748K +10,457 +2%
American Century Companies
11
American Century Companies
Missouri
$29.9M +$918K +12,840 +4%
KBC Group
12
KBC Group
Belgium
$29.1M +$496K +6,938 +2%
Goldman Sachs
13
Goldman Sachs
New York
$28.9M -$3.51M -49,156 -12%
Capital Research Global Investors
14
Capital Research Global Investors
California
$28M +$13.1M +183,000 +113%
Renaissance Technologies
15
Renaissance Technologies
New York
$27.5M -$751K -10,500 -3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$25.5M +$8.38M +117,263 +59%
Morgan Stanley
17
Morgan Stanley
New York
$24.5M +$12.5M +174,397 +137%
Legal & General Group
18
Legal & General Group
United Kingdom
$24.1M +$5.08M +71,027 +31%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$22.4M -$7.29M -101,922 -27%
First Trust Advisors
20
First Trust Advisors
Illinois
$22.1M -$1.68M -23,537 -8%
Charles Schwab
21
Charles Schwab
California
$21.3M +$271K +3,797 +1%
CRM
22
Cramer Rosenthal McGlynn
Connecticut
$21.1M -$3.75M -52,469 -17%
Norges Bank
23
Norges Bank
Norway
$19.8M
Jane Street
24
Jane Street
New York
$19.2M +$14.6M +203,573 +610%
Victory Capital Management
25
Victory Capital Management
Texas
$18.4M -$1.8M -25,228 -10%