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HTO

H2O America

229 hedge funds and large institutions have $1.4B invested in H2O America in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 87 increasing their positions, 87 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $192K | Put options by funds: $67K

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

0% more funds holding

Funds holding: 229229 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 87

0.82% less ownership

Funds ownership: 78.21%77.39% (-0.82%)

14% less capital invested

Capital invested by funds: $1.63B → $1.4B (-$229M)

Holders
229
Holders Change
Holders Change %
0%
% of All Funds
3.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
87
Reduced
87
Closed
26
Calls
$192K
Puts
$67K
Net Calls
+$125K
Net Calls Change
+$31K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$320M +$2.29M +38,675 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$140M +$154K +2,600 +0.1%
State Street
3
State Street
Massachusetts
$100M -$1.29M -21,722 -1%
Cerity Partners
4
Cerity Partners
New York
$88.3M -$3.01M -50,722 -3%
NI
5
Nuance Investments
Missouri
$75.4M +$12.6M +211,638 +19%
Amundi
6
Amundi
France
$61M -$3.85M -64,941 -6%
Invesco
7
Invesco
Georgia
$46.2M +$7.48M +126,094 +18%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$39.9M -$1.13M -19,070 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$38M +$961K +16,193 +2%
KBC Group
10
KBC Group
Belgium
$26.8M -$17.3K -291 -0.1%
American Century Companies
11
American Century Companies
Missouri
$25.4M +$2.33M +39,334 +10%
Morgan Stanley
12
Morgan Stanley
New York
$25.1M -$25.5M -429,871 -49%
Legal & General Group
13
Legal & General Group
United Kingdom
$21.7M +$1.09M +18,354 +5%
First Trust Advisors
14
First Trust Advisors
Illinois
$21.3M +$4.95M +83,392 +28%
Northern Trust
15
Northern Trust
Illinois
$21.2M -$3.44M -57,952 -13%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$19M -$251K -4,223 -1%
Charles Schwab
17
Charles Schwab
California
$18.7M +$1.2M +20,282 +7%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$15.2M -$104K -1,748 -0.6%
JP Morgan Chase
19
JP Morgan Chase
New York
$13.4M +$7.3M +123,021 +107%
Victory Capital Management
20
Victory Capital Management
Texas
$12.9M +$192K +3,242 +1%
Renaissance Technologies
21
Renaissance Technologies
New York
$10.9M -$1.13M -19,100 -9%
Principal Financial Group
22
Principal Financial Group
Iowa
$9.29M -$690K -11,622 -7%
N
23
Nuveen
North Carolina
$9.16M +$1.07K +18 +0%
Norges Bank
24
Norges Bank
Norway
$8.92M -$3.05M -51,328 -25%
GF
25
Gabelli Funds
New York
$8.28M +$15.1K +255 +0.2%