Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

H2O AMERICA (HTO)

264 + Investors. Track Smart Money conviction in HTO. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
4Q ▲
Buyers last Q
53%

Smart Money Signals — HTO

Based on 261 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added HTO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
261 hedge funds hold HTO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+41 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

148 buying131 selling
Last quarter: 148 funds bought or added vs 131 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~46 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 45 → 41 → 46 → 46. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

60% conviction (2yr+) 21% medium 20% new
156 out of 261 hedge funds have held HTO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~46 new funds/quarter

30 → 45 → 41 → 46 → 46 new funds/Q
New funds entering each quarter: 45 → 41 → 46 → 46. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

65% veterans 11% 1-2yr 25% new
Of 264 current holders: 171 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
37 of 261 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in HTO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: HTO

How many hedge funds hold HTO — quarterly history vs. share price
Quarterly hedge fund ownership of HTO vs. share price

Market Analysis: HTO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HTO

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

46 top-rated funds 0 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: HTO
2026 Q1 Stats Unlock in 21 days 264 + Investors

Track Smart Money conviction in HTO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 264 260 1.54%
13F Shares 30M 28M 6.09%
Total Value $1.47B $1.38B 6.77%
New Positions 46 46 -
Increased Positions 105 104 +1
Closed Positions 44 30 +14
Reduced Positions 89 90 -1
Total Calls 2 0 100%
Total Puts 1 1 -
PUT/CALL Ratio 0.5 0.0 Bullish

Statistics: HTO

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Institutional Holders (2026 Q1)

264 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HTO. Verified SEC 13F-HR filings.

Top 25 institutional holders of HTO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ausbil Investment Management Ltd 7.10% 244,282 $14.3M
2 Clean Yield Group 0.77% 46,418 $2.7M
3 Everstar Asset Management, LLC 0.64% 20,365 $1.2M
4 BW Gestao de Investimentos Ltda. 0.43% 220,941 $13.0M
5 Ridgewood Investments LLC 0.25% 10,323 $606K
6 CHATHAM CAPITAL GROUP, INC. 0.21% 24,864 $1.5M
7 North Star Investment Management Corp. 0.16% 44,800 $2.6M
8 Abel Hall, LLC 0.15% 12,154 $713K
9 ELCO Management Co., LLC 0.13% 4,472 $262K
10 Prospera Financial Services Inc 0.09% 90,012 $5.3M
11 E. Ohman J:or Asset Management AB 0.08% 51,187 $3.0M
12 Abacus Wealth Partners, LLC 0.07% 13,799 $810K
13 DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.07% 111,795 $6.6M
14 Boston Trust Walden Corp 0.04% 82,722 $4.9M
15 Ethic Inc. 0.02% 27,033 $1.6M
16 SOUTHERN MICHIGAN BANK & TRUST 0.02% 1,000 $59K
17 Inspire Investing, LLC 0.02% 3,619 $212K
18 EXCHANGE TRADED CONCEPTS, LLC 0.02% 41,909 $2.5M
19 Louisiana State Employees Retirement System 0.02% 16,600
20 Medallion Wealth Advisors, LLC 0.02% 660 $36K
21 State of Alaska, Department of Revenue 0.01% 19,476 $1K
22 ProShare Advisors LLC 0.01% 115,855 $6.8M
23 GAMMA Investing LLC 0.01% 3,420 $201K
24 Perigon Wealth Management, LLC 0.01% 7,789 $457K
25 YOUSIF CAPITAL MANAGEMENT, LLC 0.01% 9,971 $585K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — H2O AMERICA (HTO)

What does the Smart Money Trend signal show for HTO?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added HTO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HTO?

Slight buying edge — 53% buying: Last quarter: 148 funds bought or added vs 131 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HTO holders?

Elite ownership — 44% AUM from top-100 funds: 37 of 261 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in HTO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HTO?

60% of holders stayed for 2+ years: 156 out of 261 hedge funds have held HTO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.