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Institutional Ownership of HTO

Institutional investors managing over $100M must disclose their holdings to the SEC each quarter through Form 13F filings. Below are the most recently reported HTO positions in H2O AMERICA, with each institution’s change versus its previous quarterly filing.

Institutions (recent filings)
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Reported Shares
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Reported Value
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Adding vs Reducing
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HTO Stock Institutional Owners

Common-share positions from the latest 13F filings, newest first

InvestorSharesChange in SharesMarket ValueDate Reported
Scanning latest 13F filings on SEC EDGAR…

HTO Derivatives Institutional Owners

PUT / CALL option positions on HTO reported in the same filings

InvestorTypeUnderlying SharesMarket ValueDate Reported
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Source: SEC EDGAR Form 13F filings. Only institutions that filed within the last ~4 months appear here; positions reflect each filer’s most recent quarterly disclosure.