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HTO

H2O America

222 hedge funds and large institutions have $1.77B invested in H2O America in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 90 increasing their positions, 67 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $182K | Put options by funds: $84K

34% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 67

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

3% more funds holding

Funds holding: 216222 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.26% less ownership

Funds ownership: 83.54%80.28% (-3.3%)

10% less capital invested

Capital invested by funds: $1.96B → $1.77B (-$191M)

Holders
222
Holders Change
+6
Holders Change %
+2.78%
% of All Funds
3.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
90
Reduced
67
Closed
25
Calls
$182K
Puts
$84K
Net Calls
+$98K
Net Calls Change
-$123K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$368M +$16M +211,744 +4%
State Street
2
State Street
Massachusetts
$242M +$10.3M +136,778 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$163M +$5.58M +73,893 +3%
Cerity Partners
4
Cerity Partners
New York
$113M +$1.56M +20,704 +1%
Amundi
5
Amundi
France
$79.3M +$9.49M +125,592 +12%
Invesco
6
Invesco
Georgia
$62.4M -$29.9M -395,817 -31%
NI
7
Nuance Investments
Missouri
$60.1M -$17.4M -230,502 -21%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$47.1M +$906K +11,997 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$40.5M +$5.05M +66,871 +13%
Northern Trust
10
Northern Trust
Illinois
$37.1M +$2.27M +30,095 +6%
American Century Companies
11
American Century Companies
Missouri
$28.8M +$1.2M +15,942 +4%
KBC Group
12
KBC Group
Belgium
$28.6M +$2.34M +31,002 +8%
First Trust Advisors
13
First Trust Advisors
Illinois
$26.9M -$632K -8,373 -2%
Morgan Stanley
14
Morgan Stanley
New York
$23.2M +$2.55M +33,829 +11%
Legal & General Group
15
Legal & General Group
United Kingdom
$23.1M +$1.68M +22,189 +7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$22.1M +$17.2K +228 +0.1%
Charles Schwab
17
Charles Schwab
California
$19.6M +$1.01M +13,381 +5%
Renaissance Technologies
18
Renaissance Technologies
New York
$19.4M -$2.82M -37,300 -12%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$19.1M -$304K -4,022 -1%
Capital Research Global Investors
20
Capital Research Global Investors
California
$17M -$7.76M -102,745 -30%
Norges Bank
21
Norges Bank
Norway
$16.3M
Victory Capital Management
22
Victory Capital Management
Texas
$14.1M -$188K -2,483 -1%
Principal Financial Group
23
Principal Financial Group
Iowa
$11.8M +$555K +7,351 +5%
GF
24
Gabelli Funds
New York
$11M -$68K -900 -0.6%
N
25
Nuveen
North Carolina
$9.56M +$1.26M +16,736 +14%