H2O America
HTO
229 hedge funds and large institutions have $1.6B invested in H2O America in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 82 increasing their positions, 87 reducing their positions, and 20 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
96% more call options, than puts
Call options by funds: $192K | Put options by funds: $98K
35% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 20
9% more capital invested
Capital invested by funds: $1.47B → $1.6B (+$128M)
2% more funds holding
Funds holding: 224 → 229 (+5)
0.39% less ownership
Funds ownership: 77.23% → 76.84% (-0.39%)
6% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 87
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$11.8M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.97M |
| 3 |
State Street
Boston,
Massachusetts
|
+$4.46M |
| 4 |
Morgan Stanley
New York
|
+$3.96M |
| 5 |
Barclays
London,
United Kingdom
|
+$2.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$12.5M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$7.1M |
| 3 |
Two Sigma Investments
New York
|
-$4.12M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
-$3M |
| 5 |
Millennium Management
New York
|
-$2.66M |
HTO Hedge Fund Activity: Q4 2023 in Review
229 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q4 2023, worth a combined $1.6B — up 8.7% from $1.47B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new HTO positions and 20 closed out — a net gain of 7 holders — while 82 added to existing stakes and 87 trimmed.
The largest buyer was BlackRock, adding an estimated $11.8M. The largest seller was Invesco, cutting an estimated $12.5M.
- 229 institutional investors held H2O America (HTO) as of Q4 2023, up from 224 in Q3 2023.
- Funds reported $1.6B of H2O America stock for Q4 2023, up 8.7% quarter-over-quarter.
- 27 funds opened new H2O America positions in Q4 2023 and 20 closed out, a net change of +7 holders.
- The largest H2O America buyer in Q4 2023 was BlackRock, an estimated $11.8M added.
- The largest H2O America seller in Q4 2023 was Invesco, an estimated $12.5M sold.
Based on aggregated 13F filings for Q4 2023.