H2O America
221 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, 66 reducing their positions, and 25 closing their positions.
117% more call options, than puts
Call options by funds: $182K | Put options by funds: $84K
36% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 66
24% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 25
3% more funds holding
Funds holding: 215 → 221 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$16M |
| 2 |
State Street
Boston,
Massachusetts
|
+$10.3M |
| 3 |
Amundi
Paris,
France
|
+$9.49M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.58M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$5.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$38.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$29.9M |
| 3 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$17.4M |
| 4 |
Goldman Sachs
New York
|
-$14.4M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$7.76M |
HTO Hedge Fund Activity: Q2 2023 in Review
221 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q2 2023, worth a combined $1.77B — down 9.8% from $1.96B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new HTO positions and 25 closed out — a net gain of 6 holders — while 90 added to existing stakes and 66 trimmed.
The largest buyer was BlackRock, adding an estimated $16M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $38.6M sold.
- 221 institutional investors held H2O America (HTO) as of Q2 2023, up from 215 in Q1 2023.
- Funds reported $1.77B of H2O America stock for Q2 2023, down 9.8% quarter-over-quarter.
- 31 funds opened new H2O America positions in Q2 2023 and 25 closed out, a net change of +6 holders.
- The largest H2O America buyer in Q2 2023 was BlackRock, an estimated $16M added.
- The largest H2O America seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $38.6M sold.
Based on aggregated 13F filings for Q2 2023.