Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

H2o America (HTO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
55%

Smart Money Signals — HTO

Based on 308 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their HTO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
308 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 — +20% more funds vs a year ago

fund count last 6Q
+52 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

172 buying139 selling
Last quarter: 172 funds bought or added vs 139 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.
⚠️

Fewer new buyers each quarter (-26 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 49 → 48 → 73 → 47. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 20% medium ■ 24% new
170 out of 308 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.
📈

Growing discovery — still being found

43 → 49 → 48 → 73 → 47 new funds/Q
New funds entering each quarter: 49 → 48 → 73 → 47. A growing number of institutions are discovering HTO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 60% veterans vs 27% newcomers

■ 60% veterans ■ 13% 1-2yr ■ 27% new
Entry-cohort mix of 310 holders: 187 (60%) are 2+ year veterans, 39 entered 1–2 years ago, and 84 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
50 of 308 holders are among the 100 largest funds by AUM, controlling 51% 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

Institutional Sentiment Summary — HTO

In 2026 Q2, 172 hedge funds were net buyers of HTO (47 opened a new position, 125 added to an existing one), while 139 reduced or exited (90 trimmed, 49 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 51% of total institutional value in HTO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 308.

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

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 1 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: HTO
308 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 308 310 -0.65%
13F Shares 44M 46M -3.88%
Total Value $2.59B $2.53B 2.45%
New Positions 47 73 -26
Increased Positions 124 141 -17
Closed Positions 49 37 +12
Reduced Positions 90 58 +32
Total Calls 2 3 -33.33%
Total Puts 0 2 -100.0%
PUT/CALL Ratio 0.0 0.67 Bullish

Statistics: HTO

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Institutional Holders (2026 Q2)

308 + investors

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

QUARTER:
Top 25 HTO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ATLAS Infrastructure Partners (UK) Ltd. 8.50% 4,612,035 $280.3M
2 Ausbil Investment Management Ltd 5.58% 203,028 $12.3M
3 Vennlight Capital Management, LP 5.25% 128,839 $7.8M
4 ANTIPODES PARTNERS Ltd 1.96% 1,759,602 $106.9M
5 Nuance Investments, LLC 1.60% 154,446 $9.4M
6 Keynote Financial Services LLC 1.53% 53,661 $3.3M
7 Yaupon Capital Management LP 1.02% 851,846 $51.8M
8 Soros Fund Management LLC 0.94% 1,254,368 $76.2M
9 Zimmer Partners, LP 0.72% 513,500 $31.2M
10 Clean Yield Group 0.70% 46,155 $2.8M
11 Rubicon Advisors, GP 0.63% 14,194 $863K
12 Everstar Asset Management, LLC 0.59% 20,061 $1.2M
13 Resolution Capital Ltd 0.58% 515,795 $31.3M
14 Mirova 0.55% 244,550 $14.9M
15 Bridgefront Capital, LLC 0.49% 30,464 $1.9M
16 nVerses Capital, LLC 0.45% 4,798 $292K
17 Occudo Quantitative Strategies LP 0.31% 96,174 $5.8M
18 CoreCommodity Management, LLC 0.29% 24,261 $1.5M
19 Loudon Investment Management, LLC 0.28% 9,230 $561K
20 Headlands Technologies LLC 0.24% 36,827 $2.2M
21 BW Gestao de Investimentos Ltda. 0.22% 185,806 $11.3M
22 Chatham Capital Group, INC. 0.19% 24,882 $1.5M
23 Phillips Wealth Planners LLC 0.17% 3,679 $227K
24 Atom Investors LP 0.16% 30,036 $1.8M
25 Ridgewood Investments LLC 0.15% 6,763 $411K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their HTO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for HTO?

Slight buying edge — 55% buying: Last quarter: 172 funds bought or added vs 139 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 — 51% AUM from top-100 funds: 50 of 308 holders are among the 100 largest funds by AUM, controlling 51% 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?

55% of holders stayed for 2+ years: 170 out of 308 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.

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