HTO Institutional Ownership
H2O America
1W: -3.4%
1M: -5.2%
3M: -1.8%
YTD: +23.1%
1Y: +27.1%
3Y: +0.5%
5Y: -7.3%
$60.13
-0.07 (-0.12%)
Weekly Expected Move ±1.9%
$58
$59
$60
$61
$62
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Institutional Ownership — HTO
355
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
$3B
Total Invested
46
New Positions
129
Increased
132
Reduced
40
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (383 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7,106,413 | $427M | +688,680 | +10.7% | 8Q | SEC ↗ |
| 2 | ATLAS Infrastructure Partners (UK) Ltd | 4,612,035 | $277M | +79,951 | +1.8% | 3Q | SEC ↗ |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | 1,995,839 | $120M | +382,268 | +23.7% | 2Q | SEC ↗ |
| 4 | ANTIPODES PARTNERS Ltd | 1,759,602 | $106M | -489,427 | -21.8% | 3Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1,574,377 | $95M | -112,876 | -6.7% | 2Q | SEC ↗ |
| 6 | STATE STREET CORP | 1,554,683 | $93M | +123,532 | +8.6% | 46Q | SEC ↗ |
| 7 | Cerity Partners LLC | 1,307,227 | $79M | -2,452 | -0.2% | 15Q | SEC ↗ |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,263,898 | $76M | +94,820 | +8.1% | 2Q | SEC ↗ |
| 9 | SOROS FUND MANAGEMENT LLC | 1,254,368 | $75M | +25,621 | +2.1% | 2Q | SEC ↗ |
| 10 | VICTORY CAPITAL MANAGEMENT INC | 1,168,734 | $70M | +256,839 | +28.2% | 45Q | SEC ↗ |
| 11 | Amundi | 1,105,367 | $66M | -51,585 | -4.5% | 21Q | SEC ↗ |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 992,465 | $60M | +95,389 | +10.6% | 85Q | SEC ↗ |
| 13 | Yaupon Capital Management LP | 851,846 | $51M | -43,589 | -4.9% | 3Q | SEC ↗ |
| 14 | TWO SIGMA INVESTMENTS, LP | 806,493 | $48M | +556,161 | +222.2% | 15Q | SEC ↗ |
| 15 | Invesco Ltd. | 776,317 | $47M | +75,722 | +10.8% | 79Q | SEC ↗ |
| 16 | DIMENSIONAL FUND ADVISORS LP | 714,601 | $43M | +9,256 | +1.3% | 102Q | SEC ↗ |
| 17 | KBC Group NV | 610,164 | $37M | +17,003 | +2.9% | 53Q | SEC ↗ |
| 18 | MORGAN STANLEY | 589,652 | $35M | -191,549 | -24.5% | 60Q | SEC ↗ |
| 19 | Legal & General Group Plc | 571,546 | $34M | +28,064 | +5.2% | 27Q | SEC ↗ |
| 20 | Resolution Capital Ltd | 515,795 | $31M | +33,335 | +6.9% | 3Q | SEC ↗ |
| 21 | Zimmer Partners, LP | 513,500 | $31M | -487,500 | -48.7% | 6Q | SEC ↗ |
| 22 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 504,368 | $30M | +94,718 | +23.1% | 2Q | SEC ↗ |
| 23 | Sixth Street Partners Management Compa NEW | 503,037 | $30M | — | +0.0% | 1Q | SEC ↗ |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 503,037 | $30M | +20,867 | +4.3% | 15Q | SEC ↗ |
| 25 | SCHRODER INVESTMENT MANAGEMENT GROUP | 494,524 | $30M | -92,416 | -15.7% | 31Q | SEC ↗ |
| 26 | FIRST TRUST ADVISORS LP | 490,833 | $30M | -41,154 | -7.7% | 55Q | SEC ↗ |
| 27 | GOLDMAN SACHS GROUP INC | 436,328 | $26M | +94,285 | +27.6% | 15Q | SEC ↗ |
| 28 | NORTHERN TRUST CORP | 415,397 | $25M | +42,087 | +11.3% | 110Q | SEC ↗ |
| 29 | Nuveen, LLC | 337,662 | $20M | +105,570 | +45.5% | 6Q | SEC ↗ |
| 30 | RAYMOND JAMES FINANCIAL INC | 315,073 | $19M | +287,448 | +1040.5% | 7Q | SEC ↗ |
| 31 | COHEN & STEERS, INC. | 310,870 | $19M | -1,297,094 | -80.7% | 3Q | SEC ↗ |
| 32 | VANGUARD FIDUCIARY TRUST CO | 253,621 | $15M | +12,665 | +5.3% | 2Q | SEC ↗ |
| 33 | MIROVA | 244,550 | $15M | +49,304 | +25.3% | 2Q | SEC ↗ |
| 34 | AQR CAPITAL MANAGEMENT LLC | 215,916 | $13M | +44,264 | +25.8% | 13Q | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 206,376 | $12M | +16,187 | +8.5% | 76Q | SEC ↗ |
| 36 | Ausbil Investment Management Ltd | 203,028 | $12M | -41,254 | -16.9% | 3Q | SEC ↗ |
| 37 | PRINCIPAL FINANCIAL GROUP INC | 189,995 | $11M | +8,583 | +4.7% | 35Q | SEC ↗ |
| 38 | BW Gestao de Investimentos Ltda. | 185,806 | $11M | -35,135 | -15.9% | 3Q | SEC ↗ |
| 39 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 183,553 | $11M | +700 | +0.4% | 6Q | SEC ↗ |
| 40 | Assenagon Asset Management S.A. NEW | 179,910 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 41 | BANK OF AMERICA CORP /DE | 176,992 | $11M | -87,895 | -33.2% | 15Q | SEC ↗ |
| 42 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 175,972 | $11M | +64,177 | +57.4% | 2Q | SEC ↗ |
| 43 | Squarepoint Ops LLC | 170,129 | $10M | +64,487 | +61.0% | 2Q | SEC ↗ |
| 44 | UBS Group AG | 168,194 | $10M | +18,251 | +12.2% | 47Q | SEC ↗ |
| 45 | GABELLI FUNDS LLC | 162,779 | $10M | +13,132 | +8.8% | 66Q | SEC ↗ |
| 46 | NUANCE INVESTMENTS, LLC | 154,446 | $9M | -237,200 | -60.6% | 34Q | SEC ↗ |
| 47 | FRANKLIN RESOURCES INC | 149,693 | $9M | +30,814 | +25.9% | 13Q | SEC ↗ |
| 48 | UBS AM, a distinct business unit of UB | 136,071 | $8M | +4,375 | +3.3% | 51Q | SEC ↗ |
| 49 | STATE OF WISCONSIN INVESTMENT BOARD | 135,656 | $8M | +23,088 | +20.5% | 15Q | SEC ↗ |
| 50 | D. E. Shaw & Co., Inc. | 135,525 | $8M | +96,350 | +245.9% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 503,037 | $30M |
| Assenagon Asset Management S.A. | 179,910 | $11M |
| River Road Asset Management, LLC | 126,659 | $8M |
| Headlands Technologies LLC | 36,827 | $2M |
| Aquatic Capital Management LLC | 30,387 | $2M |
| Atom Investors LP | 30,036 | $2M |
| Man Group plc | 26,236 | $2M |
| FIDEURAM - INTESA SANPAOLO PRIVATE | 25,619 | $2M |
| Jain Global LLC | 25,175 | $2M |
| WESBANCO BANK INC | 22,400 | $1M |
| CAPITAL FUND MANAGEMENT S.A. | 16,671 | $1M |
| ENVESTNET ASSET MANAGEMENT INC | 16,646 | $1M |
| Jupiter Topco LLC | 14,947 | $899K |
| FOX RUN MANAGEMENT, L.L.C. | 14,715 | $885K |
| Tidal Investments LLC | 12,006 | $722K |
| Entropy Technologies, LP | 10,930 | $657K |
| MARSHALL WACE, LLP | 8,791 | $529K |
| Jackson Creek Investment Advisors L | 8,531 | $513K |
| Dynamic Technology Lab Private Ltd | 6,801 | $409K |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 6,337 | $381K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 103,942 | $6M |
| JENNISON ASSOCIATES LLC | 101,146 | $6M |
| Ghisallo Capital Management LLC | 100,000 | $6M |
| Swiss Life Asset Management Ltd | 75,670 | $5M |
| Capula Management Ltd | 53,476 | $3M |
| ALGERT GLOBAL LLC | 48,251 | $3M |
| AMERICAN CENTURY COMPANIES INC | 36,799 | $2M |
| Connor, Clark & Lunn Investment Man | 23,708 | $1M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 21,668 | $1M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 21,034 | $1M |
| Robeco Institutional Asset Manageme | 20,133 | $1M |
| CenterBook Partners LP | 19,373 | $1M |
| Quadrature Capital Ltd | 15,023 | $903K |
| SEVEN GRAND MANAGERS, LLC | 15,000 | $902K |
| Covalis Capital LLP | 15,000 | $902K |
| Canvas Wealth Advisors, LLC | 10,729 | $645K |
| CANADA PENSION PLAN INVESTMENT BOAR | 10,200 | $613K |
| Clear Creek Financial Management, L | 9,782 | $588K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 9,610 | $578K |
| MACKENZIE FINANCIAL CORP | 9,364 | $563K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +688,680 | +10.7% | 7,106,413 |
| TWO SIGMA INVESTMENTS, LP | +556,161 | +222.2% | 806,493 |
| WELLINGTON MANAGEMENT GROUP LLP | +382,268 | +23.7% | 1,995,839 |
| RAYMOND JAMES FINANCIAL INC | +287,448 | +1040.5% | 315,073 |
| VICTORY CAPITAL MANAGEMENT INC | +256,839 | +28.2% | 1,168,734 |
| STATE STREET CORP | +123,532 | +8.6% | 1,554,683 |
| Nuveen, LLC | +105,570 | +45.5% | 337,662 |
| D. E. Shaw & Co., Inc. | +96,350 | +245.9% | 135,525 |
| GEODE CAPITAL MANAGEMENT, LLC | +95,389 | +10.6% | 992,465 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +94,820 | +8.1% | 1,263,898 |
| BARROW HANLEY MEWHINNEY & STRAUSS L | +94,718 | +23.1% | 504,368 |
| GOLDMAN SACHS GROUP INC | +94,285 | +27.6% | 436,328 |
| Jump Financial, LLC | +92,163 | +1355.3% | 98,963 |
| ATLAS Infrastructure Partners (UK) | +79,951 | +1.8% | 4,612,035 |
| Invesco Ltd. | +75,722 | +10.8% | 776,317 |
| ExodusPoint Capital Management, LP | +65,863 | +1087.9% | 71,917 |
| Squarepoint Ops LLC | +64,487 | +61.0% | 170,129 |
| DUFF & PHELPS INVESTMENT MANAGEMENT | +64,177 | +57.4% | 175,972 |
| MIROVA | +49,304 | +25.3% | 244,550 |
| AQR CAPITAL MANAGEMENT LLC | +44,264 | +25.8% | 215,916 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| COHEN & STEERS, INC. | -1,297,094 | -80.7% | 310,870 |
| ANTIPODES PARTNERS Ltd | -489,427 | -21.8% | 1,759,602 |
| Zimmer Partners, LP | -487,500 | -48.7% | 513,500 |
| CITADEL ADVISORS LLC | -389,877 | -93.7% | 26,234 |
| MILLENNIUM MANAGEMENT LLC | -325,588 | -94.7% | 18,201 |
| Point72 Asset Management, L.P. | -256,890 | -69.2% | 114,239 |
| NUANCE INVESTMENTS, LLC | -237,200 | -60.6% | 154,446 |
| MORGAN STANLEY | -191,549 | -24.5% | 589,652 |
| VANGUARD CAPITAL MANAGEMENT LLC | -112,876 | -6.7% | 1,574,377 |
| RENAISSANCE TECHNOLOGIES LLC | -104,655 | -66.3% | 53,245 |
| SCHRODER INVESTMENT MANAGEMENT GROU | -92,416 | -15.7% | 494,524 |
| SEI INVESTMENTS CO | -89,432 | -77.1% | 26,511 |
| BANK OF AMERICA CORP /DE | -87,895 | -33.2% | 176,992 |
| Russell Investments Group, Ltd. | -86,399 | -81.5% | 19,562 |
| Amundi | -51,585 | -4.5% | 1,105,367 |
| Yaupon Capital Management LP | -43,589 | -4.9% | 851,846 |
| HRT FINANCIAL LP | -43,424 | -38.4% | 69,728 |
| Ausbil Investment Management Ltd | -41,254 | -16.9% | 203,028 |
| FIRST TRUST ADVISORS LP | -41,154 | -7.7% | 490,833 |
| BW Gestao de Investimentos Ltda. | -35,135 | -15.9% | 185,806 |