H2O America

HTO

Exchange: Nasdaq
Industry: Water Supply
SEC CIK: 0000766829

SEC filings (opens in a new tab)

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.

Q1 2022 vs. Q4 2021

How the institutions holding H2O America changed between Q4 2021 and Q1 2022.

All holders in Q1 2022 All holders in Q4 2021

13F holders of HTO: Q4 2021 compared with Q1 2022
Measure	Q4 2021	Of which not filed for Q1 2022	Q1 2022	Change
Holders	183	2	187	+6
Shares	21.7M	151	21.6M	−52.2K (−0.2%)
Value	$1.58B	$11.0K	$1.50B	−$84.3M (−5.3%)

2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (23)

Institutions that held H2O America at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to HTO in Q1 2022
Institution	Shares	Value	% of portfolio
American Century Companies Inc	311,662	$21.7M	0.01%
Clean Yield Group	45,693	$3.18M	1.14%
Healthcare of Ontario Pension Plan Trust Fund	18,235	$1.27M	0.00%
Jane Street Group, LLC	10,902	$759.0K	0.00%
Janney Montgomery Scott LLC	10,240	$712.0K	0.00%
Creative Planning	9,096	$633.0K	0.00%
Two Sigma Investments, LP	8,890	$619.0K	0.00%
Alberta Investment Management Corp	6,698	$466.0K	0.00%
Guggenheim Capital LLC	6,075	$422.0K	0.00%
Tortoise Capital Advisors, L.L.C.	5,775	$402.0K	0.01%
KCM Investment Advisors LLC	5,500	$383.0K	0.01%
Dark Forest Capital Management LP	4,065	$283.0K	0.07%
Fisher Asset Management, LLC	4,000	$278.0K	0.00%
IFM Investors Pty Ltd	3,655	$254.0K	0.00%
Amalgamated Financial Corp.	3,339	$232.0K	0.00%
Y-Intercept (Hong Kong) Ltd	3,296	$229.0K	0.05%
MQS Management LLC	2,977	$207.0K	0.17%
Northwest Investment Counselors, LLC	102	$7.00K	0.00%
Lindbrook Capital, LLC	8	$1.00K	0.00%
Cordant, Inc.	8	$1.00K	0.00%
TCWP LLC	25	$1.00K	0.00%
Disciplined Investments, LLC	4	$0	0.00%
SJS Investment Consulting Inc.	1	$0	0.00%

Sold out (17)

Institutions that held H2O America at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of HTO in Q1 2022
Institution	Shares, Q4 2021	Value, Q4 2021
Cubist Systematic Strategies, LLC	38,264	$2.80M
AMP Capital Investors Ltd	14,871	$1.09M
Krane Funds Advisors LLC	10,371	$759.0K
Redpoint Investment Management Pty Ltd	9,574	$701.0K
Engineers Gate Manager LP	6,520	$477.0K
Campbell & CO Investment Adviser LLC	5,300	$388.0K
Phoenix Holdings Ltd.	4,098	$297.0K
Canada Pension Plan Investment Board	4,000	$293.0K
Coastal Bridge Advisors, LLC	3,000	$214.0K
Kestra Advisory Services, LLC	2,865	$210.0K
ExodusPoint Capital Management, LP	2,841	$208.0K
Atom Investors LP	2,804	$205.0K
D.A. Davidson & Co.	2,738	$200.0K
CoreCap Advisors, LLC	1,450	$106.0K
Delos Wealth Advisors, LLC	127	$9.00K
Fieldpoint Private Securities, LLC	108	$8.00K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	2	$0

Not filed for Q1 2022 yet (2)

Institutions that held H2O America at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HTO in Q4 2021 that haven't filed for Q1 2022
Institution	Shares, Q4 2021	Value, Q4 2021
Reilly Financial Advisors, LLC	100	$7.00K
Bell Investment Advisors, Inc	51	$4.00K