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Livermore
Livermore
ZHEN

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 2024 vs. Q3 2024

How the institutions holding H2O America changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of HTO: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders2523240−9
Shares25.6M132.8K26.3M+777.1K (+3.0%)
Value$1.49B$7.72M$1.29B−$188.0M (−12.7%)

3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (36)

Institutions that held H2O America at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to HTO in Q4 2024
InstitutionSharesValue% of portfolio
Kempen Capital Management N.V.49,400$2.43M0.02%
Verition Fund Management LLC47,968$2.36M0.01%
Swiss Life Asset Management Ltd43,671$2.15M0.02%
New Age Alpha Advisors, LLC42,246$2.08M0.08%
Raymond James Financial Inc39,448$1.94M0.00%
Susquehanna Fundamental Investments, LLC36,325$1.79M0.03%
Dark Forest Capital Management LP23,548$1.16M0.17%
First National Corp18,919$931.2K0.21%
Squarepoint Ops LLC13,419$660.5K0.00%
Ieq Capital, LLC8,540$420.3K0.00%
Quadrature Capital Ltd8,373$412.1K0.01%
Police & Firemen's Retirement System of New Jersey7,001$344.6K0.00%
ExodusPoint Capital Management, LP6,655$328.0K0.00%
KLP Kapitalforvaltning AS6,100$300.2K0.00%
Arete Wealth Advisors, LLC5,722$281.0K0.02%
Two Sigma Securities, LLC4,736$233.1K0.04%
Prosperity Consulting Group, LLC4,675$230.1K0.02%
ELCO Management Co., LLC4,314$212.3K0.11%
ISAM Funds (UK) Ltd4,238$208.6K0.16%
Parkworth Wealth Management, Inc.3,623$178.3K0.15%
Public Employees Retirement System of Ohio446$22.0K0.00%
Versant Capital Management, Inc202$9.94K0.00%
True Wealth Design, LLC165$8.12K0.00%
Point72 Hong Kong Ltd155$7.62K0.00%
VSM Wealth Advisory, LLC97$4.77K0.00%
Leonteq Securities AG83$4.09K0.00%
SBI Securities Co., Ltd.83$4.08K0.00%
Ameriflex Group, Inc.69$3.45K0.00%
R Squared Ltd30$1.48K0.00%
Cornerstone Planning Group LLC17$8340.00%
Riverview Trust Co10$4920.00%
Principal Securities, Inc.7$3450.00%
MAI Capital Management6$2960.00%
Caitong International Asset Management Co., Ltd2$980.00%
IFP Advisors, Inc1$490.00%
Global Financial Private Client, LLC1$490.00%

Sold out (45)

Institutions that held H2O America at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of HTO in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Tudor Investment Corp Et Al85,531$4.97M
Edgestream Partners, L.P.52,072$3.03M
Trexquant Investment LP49,735$2.89M
Walleye Capital LLC36,555$2.12M
HRT Financial LP27,518$1.60M
Jane Street Group, LLC27,174$1.58M
Zimmer Partners, LP25,000$1.45M
Jennison Associates LLC24,743$1.44M
Deerfield Management Company, L.P. (Series C)19,014$1.10M
Gsa Capital Partners LLP12,923$751.0K
Campbell & CO Investment Adviser LLC11,878$690.2K
Dynamic Technology Lab Private Ltd10,666$620.0K
Y-Intercept (Hong Kong) Ltd10,220$593.9K
Marshall Wace, LLP9,108$529.3K
Schonfeld Strategic Advisors LLC8,751$508.5K
XTX Topco Ltd7,982$463.8K
Everence Capital Management Inc6,970$405.0K
Gotham Asset Management, LLC6,650$386.4K
Kennedy Capital Management, Inc.5,483$318.6K
Cullen Capital Management LLC5,473$318.0K
CWM Advisors, LLC5,324$309.4K
Quantbot Technologies LP5,243$304.7K
Nebula Research & Development LLC5,123$297.7K
Fifth Lane Capital, LP4,681$272.0K
Inspire Advisors, LLC4,667$271.2K
MQS Management LLC4,011$233.1K
Empire Financial Management Company, LLC3,955$229.9K
Aigen Investment Management, LP3,872$225.0K
Teacher Retirement System of Texas3,787$220.0K
Snowden Capital Advisors LLC3,718$216.1K
Veriti Management LLC3,692$214.5K
Tiaa Trust, National Association3,690$214.4K
International Assets Investment Management, LLC12,261$211.0K
Kepos Capital LP3,131$182.0K
Meeder Asset Management Inc2,407$139.9K
nVerses Capital, LLC800$46.5K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main800$46.5K
Trust Co of Vermont500$29.1K
Millburn Ridgefield Corp258$15.0K
Rise Advisors, LLC122$7.07K
SRS Capital Advisors, Inc.81$4.71K
First Pacific Financial50$2.91K
Capital Performance Advisors LLP24$1.40K
Claris Advisors, LLC4$232
Mendota Financial Group, LLC2$117

Not filed for Q4 2024 yet (3)

Institutions that held H2O America at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HTO in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
PATRIZIA Pty Ltd94,211$5.47M
Raymond James & Associates34,218$1.99M
Raymond James Financial Services Advisors, Inc.4,369$253.9K