H2O America
228 hedge funds and large institutions have $1.4B invested in H2O America in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 86 reducing their positions, and 26 closing their positions.
187% more call options, than puts
Call options by funds: $192K | Put options by funds: $67K
4% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 26
2% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 86
0.55% more ownership
Funds ownership: 76.84% → 77.39% (+0.55%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% less funds holding
Funds holding: 229 → 228 (-1)
12% less capital invested
Capital invested by funds: $1.6B → $1.4B (-$200M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$12.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$7.48M |
| 3 |
JP Morgan Chase
New York
|
+$7.3M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$4.95M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$4.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$15.8M |
| 2 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
-$6.42M |
| 3 |
Amundi
Paris,
France
|
-$3.85M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$3.44M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$3.05M |
HTO Hedge Fund Activity: Q1 2024 in Review
228 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in H2O America (HTO) for Q1 2024, worth a combined $1.4B — down 12% from $1.6B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new HTO positions and 26 closed out — a net gain of 1 holder — while 88 added to existing stakes and 86 trimmed.
The largest buyer was Nuance Investments, adding an estimated $12.6M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $15.8M sold.
- 228 institutional investors held H2O America (HTO) as of Q1 2024, down from 229 in Q4 2023.
- Funds reported $1.4B of H2O America stock for Q1 2024, down 12% quarter-over-quarter.
- 27 funds opened new H2O America positions in Q1 2024 and 26 closed out, a net change of +1 holder.
- The largest H2O America buyer in Q1 2024 was Nuance Investments, an estimated $12.6M added.
- The largest H2O America seller in Q1 2024 was Capital Research Global Investors, an estimated $15.8M sold.
Based on aggregated 13F filings for Q1 2024.