H2O AMERICA (HTO): Institutional Ownership
Hedge funds and institutional managers reporting a position in HTO · Utilities. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
17
13F filers
Aggregate Value
$148.0M
Across holders
Last Price
$60.69
2026-06-26
Sector
Utilities
GICS
Holder activity10 new5 added1 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| SOROS FUND MANAGEMENT LLC CIK 0001029160 | Family Office | 1.23M | $72.1M | 48.7% | 0.8% | New | — | Q1 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 372K | $21.8M | 14.7% | 0.0% | Added | +$21.2M | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 250K | $14.7M | 9.9% | 0.0% | Added | +$3.1M | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 158K | $9.3M | 6.3% | 0.0% | Added | +$4.3M | Q1 2026 |
| Rokos Capital Management LLP CIK 0001666335 | Hedge Fund | 135K | $7.9M | 5.4% | 0.1% | New | — | Q1 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 | Hedge Fund | 100K | $4.9M | 3.3% | 0.0% | New | — | Q3 2025 |
| Schonfeld Strategic Advisors LLC CIK 0001665241 | Hedge Fund | 76K | $4.5M | 3.0% | 0.0% | New | — | Q1 2026 |
| GAMCO INVESTORS, INC. ET AL CIK 0000807249 | Institutional Manager | 62K | $3.6M | 2.4% | 0.0% | Unchanged | +$0 | Q1 2026 |
| Man Group plc CIK 0001637460 | Hedge Fund | 50K | $2.5M | 1.7% | 0.0% | New | — | Q4 2025 |
| Brevan Howard Capital Management LP CIK 0001512857 | Hedge Fund | 37K | $2.2M | 1.5% | 0.0% | Added | +$1.5M | Q1 2026 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 37K | $2.2M | 1.5% | 0.0% | Added | +$1.0M | Q1 2026 |
| Verition Fund Management LLC CIK 0001454027 | Hedge Fund | 15K | $754K | 0.5% | 0.0% | New | — | Q3 2025 |
| Walleye Capital LLC CIK 0001758720 | Hedge Fund | 13K | $632K | 0.4% | 0.0% | New | — | Q3 2025 |
| Hudson Bay Capital Management LP CIK 0001393825 | Hedge Fund | 7K | $427K | 0.3% | 0.0% | New | — | Q1 2026 |
| ExodusPoint Capital Management, LP CIK 0001736225 | Hedge Fund | 6K | $355K | 0.2% | 0.0% | New | — | Q1 2026 |
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 6K | $311K | 0.2% | 0.0% | New | — | Q3 2025 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 11 | $645 | 0.0% | 0.0% | Reduced | $-5K | Q1 2026 |
New
Family Office
$72.1M· 48.7% of total· 0.8% port· 1.23M sh· — QoQ· Q1 2026
Added
Hedge Fund
$21.8M· 14.7% of total· 0.0% port· 372K sh· +$21.2M QoQ· Q1 2026
Added
Hedge Fund
$14.7M· 9.9% of total· 0.0% port· 250K sh· +$3.1M QoQ· Q1 2026
Added
Hedge Fund
$9.3M· 6.3% of total· 0.0% port· 158K sh· +$4.3M QoQ· Q1 2026
New
Hedge Fund
$7.9M· 5.4% of total· 0.1% port· 135K sh· — QoQ· Q1 2026
New
Hedge Fund
$4.9M· 3.3% of total· 0.0% port· 100K sh· — QoQ· Q3 2025
New
Hedge Fund
$4.5M· 3.0% of total· 0.0% port· 76K sh· — QoQ· Q1 2026
Unchanged
Institutional Manager
$3.6M· 2.4% of total· 0.0% port· 62K sh· +$0 QoQ· Q1 2026
New
Hedge Fund
$2.5M· 1.7% of total· 0.0% port· 50K sh· — QoQ· Q4 2025
Added
Hedge Fund
$2.2M· 1.5% of total· 0.0% port· 37K sh· +$1.5M QoQ· Q1 2026
Added
Hedge Fund
$2.2M· 1.5% of total· 0.0% port· 37K sh· +$1.0M QoQ· Q1 2026
New
Hedge Fund
$754K· 0.5% of total· 0.0% port· 15K sh· — QoQ· Q3 2025
New
Hedge Fund
$632K· 0.4% of total· 0.0% port· 13K sh· — QoQ· Q3 2025
New
Hedge Fund
$427K· 0.3% of total· 0.0% port· 7K sh· — QoQ· Q1 2026
New
Hedge Fund
$355K· 0.2% of total· 0.0% port· 6K sh· — QoQ· Q1 2026
New
Hedge Fund
$311K· 0.2% of total· 0.0% port· 6K sh· — QoQ· Q3 2025
Reduced
Hedge Fund
$645· 0.0% of total· 0.0% port· 11 sh· $-5K QoQ· Q1 2026