H2O America
HTO- Exchange
- Nasdaq
- Industry
- Water Supply
- SEC CIK
- 0000766829
In the last 90 days, H2O America insiders filed 1 open-market purchase and 0 sales; 315 institutions reported holding it in 13F filings for Q2 2026, worth $2.68B in total; Soros Fund Management is the only superinvestor holding it.
Q4 2021 vs. Q3 2021
How the institutions holding H2O America changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Of which not filed for Q4 2021 | Q4 2021 | Change |
|---|---|---|---|---|
| Holders | 157 | 2 | 183 | +28 |
| Shares | 22.3M | 3.03K | 21.7M | −611.2K (−2.7%) |
| Value | $1.47B | $199.0K | $1.58B | +$113.3M (+7.7%) |
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (40)
Institutions that held H2O America at the end of Q4 2021 but not at the end of Q3 2021.
Sold out (12)
Institutions that held H2O America at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Maple-Brown Abbott Ltd | 467,824 | $30.9M |
| BBR Partners, LLC | 6,259 | $413.0K |
| Mercer Global Advisors Inc | 5,991 | $396.0K |
| Capital Wealth Planning, LLC | 5,935 | $392.0K |
| Ergoteles LLC | 5,300 | $350.0K |
| Tudor Investment Corp Et Al | 4,194 | $277.0K |
| Fiducient Advisors LLC | 3,946 | $261.0K |
| Arkadios Wealth Advisors | 1,081 | $71.0K |
| Fifth Third Bancorp | 310 | $20.0K |
| Simplex Trading, LLC | 45 | $2.00K |
| Zions Bancorporation, N.A. | 17 | $1.00K |
| Meridian Wealth Partners, LLC | 10 | $0 |
Not filed for Q4 2021 yet (2)
Institutions that held H2O America at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Mercer Capital Advisers, Inc. | 3,000 | $198.0K |
| Berman Capital Advisors, LLC | 27 | $1.00K |