H2o America: which funds bought and sold

Institutions that bought and sold H2o America shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 166 institutions that filed 13F reports for both quarters added to or opened positions in H2o America, and 131 cut or closed them. Together they sold a net 480K shares, −1.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 681K shares (−5.6%); index fund managers were net buyers of 974K shares (+7.5%). 38 opened a new position and 39 sold out entirely.

Bought, Q2 2026 166 institutions, 38 of them new holders Sold, Q2 2026 131 institutions, 39 of them sold out

Net change, all compared −480K shares (−1.1%)

Net change, active managers −681K shares (−5.6%), 24 bought, 24 sold

Buyers versus sellers

institutions compared, 345

166 bought 48 131 sold

Active managers and hedge funds 24 bought · 24 sold · −681K

Index fund managers 9 bought · 2 sold · +974K

Other institutions 133 bought · 105 sold · −772K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+689K +10.7%	7.1M	$432M
Two Sigma Investments, LP Hedge fund	+556K +222.2%	806K	$49M
Wellington Management Group LLP Active manager	+382K +23.7%	2.0M	$121M
Assenagon Asset Management S.A.	+360K New position	360K	$21.9M
Raymond James Financial Inc	+287K +1040.5%	315K	$19.1M
Victory Capital Management Inc Active manager	+257K +28.2%	1.2M	$71M
River Road Asset Management, LLC Active manager	+127K New position	127K	$7.7M
State Street Corp Index funds	+124K +8.6%	1.6M	$94.5M
Nuveen, LLC	+106K +45.5%	338K	$20.5M
D. E. Shaw & Co., Inc. Hedge fund	+96K +245.9%	136K	$8.2M
Geode Capital Management, LLC Index funds	+95K +10.6%	992K	$60.3M
Vanguard Portfolio Management LLC Index funds	+95K +8.1%	1.3M	$76.8M
Barrow Hanley Mewhinney & Strauss LLC Active manager	+95K +23.1%	504K	$30.7M
Goldman Sachs Group Inc	+94K +27.6%	436K	$26.5M
Jump Financial, LLC	+92K +1355.3%	99K	$6M
Atlas Infrastructure Partners (UK) Ltd.	+80K +1.8%	4.6M	$280M
Invesco Ltd.	+76K +10.8%	776K	$47.2M
Exoduspoint Capital Management, LP Hedge fund	+66K +1087.9%	72K	$4.4M
Squarepoint Ops LLC Hedge fund	+64K +61.0%	170K	$10.3M
Duff & Phelps Investment Management Co	+64K +57.4%	176K	$10.7M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Two Sigma Investments, LP Hedge fund	+556K +222.2%	806K	$49M
Wellington Management Group LLP Active manager	+382K +23.7%	2.0M	$121M
Victory Capital Management Inc Active manager	+257K +28.2%	1.2M	$71M
River Road Asset Management, LLC Active manager	+127K New position	127K	$7.7M
D. E. Shaw & Co., Inc. Hedge fund	+96K +245.9%	136K	$8.2M
Barrow Hanley Mewhinney & Strauss LLC Active manager	+95K +23.1%	504K	$30.7M
Exoduspoint Capital Management, LP Hedge fund	+66K +1087.9%	72K	$4.4M
Squarepoint Ops LLC Hedge fund	+64K +61.0%	170K	$10.3M
AQR Capital Management LLC Hedge fund	+44K +25.8%	216K	$13.1M
Schonfeld Strategic Advisors LLC Hedge fund	+35K +46.6%	112K	$6.8M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Cohen & Steers, Inc.	−1.3M −80.7%	311K	$18.9M
Antipodes Partners Ltd Hedge fund	−489K −21.8%	1.8M	$107M
Zimmer Partners, LP Hedge fund	−488K −48.7%	514K	$31.2M
Citadel Advisors LLC Hedge fund	−390K −93.7%	26K	$1.6M
Millennium Management LLC Hedge fund	−326K −94.7%	18K	$1.1M
Point72 Asset Management, L.P. Hedge fund	−257K −69.2%	114K	$6.9M
Nuance Investments, LLC	−237K −60.6%	154K	$9.4M
Morgan Stanley	−192K −24.5%	590K	$35.8M
Vanguard Capital Management LLC Index funds	−113K −6.7%	1.6M	$95.7M
Renaissance Technologies LLC Hedge fund	−105K −66.3%	53K	$3.2M
Jane Street Group, LLC	−104K Sold out	0	—
Jennison Associates LLC Active manager	−101K Sold out	0	—
Ghisallo Capital Management LLC Hedge fund	−100K Sold out	0	—
Schroder Investment Management Group Active manager	−92K −15.7%	495K	$30.2M
Sei Investments Co	−89K −77.1%	27K	$1.6M
Bank Of America Corp	−88K −33.2%	177K	$10.8M
Russell Investments Group, Ltd.	−86K −81.5%	20K	$1.2M
Swiss Life Asset Management Ltd	−76K Sold out	0	—
Amundi	−52K −4.5%	1.1M	$67.2M
Yaupon Capital Management LP Hedge fund	−44K −4.9%	852K	$51.8M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Antipodes Partners Ltd Hedge fund	−489K −21.8%	1.8M	$107M
Zimmer Partners, LP Hedge fund	−488K −48.7%	514K	$31.2M
Citadel Advisors LLC Hedge fund	−390K −93.7%	26K	$1.6M
Millennium Management LLC Hedge fund	−326K −94.7%	18K	$1.1M
Point72 Asset Management, L.P. Hedge fund	−257K −69.2%	114K	$6.9M
Renaissance Technologies LLC Hedge fund	−105K −66.3%	53K	$3.2M
Jennison Associates LLC Active manager	−101K Sold out	0	—
Ghisallo Capital Management LLC Hedge fund	−100K Sold out	0	—
Schroder Investment Management Group Active manager	−92K −15.7%	495K	$30.2M
Yaupon Capital Management LP Hedge fund	−44K −4.9%	852K	$51.8M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Assenagon Asset Management S.A.	360K	$21.9M
River Road Asset Management, LLCActive manager	127K	$7.7M
Headlands Technologies LLC	37K	$2.2M
Aquatic Capital Management LLC	30K	$1.8M
Atom Investors LP	30K	$1.8M
Man Group PLCHedge fund	26K	$1.6M
Fideuram - Intesa Sanpaolo Private Banking S.P.A.	26K	$1.6M
Jain Global LLCHedge fund	25K	$1.5M
Wesbanco Bank Inc	22K	$1.4M
Capital Fund Management S.A.Hedge fund	17K	$1M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Jane Street Group, LLC	104K	$6.1M
Jennison Associates LLCActive manager	101K	$5.9M
Ghisallo Capital Management LLCHedge fund	100K	$5.9M
Swiss Life Asset Management Ltd	76K	$4.4M
Jacobs Levy Equity Management, IncActive manager	22K	$1.3M
Voloridge Investment Management, LLCHedge fund	21K	$1.2M
Robeco Institutional Asset Management B.V.	20K	$1.2M
Centerbook Partners LPHedge fund	19K	$1.1M
Quadrature Capital LtdHedge fund	15K	$881,399
Covalis Capital LLP	15K	$880,050

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 312
Ten largest holders: 53.3%
Index fund managers: 31.4%
Active managers and hedge funds: 26.0%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	24	24	6	9	−681K	−5.6%
Index fund managers	9	2	1	0	+974K	+7.5%
Other institutions	133	105	31	30	−772K	−3.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on H2o America.

Only managers that filed a holdings report for both quarters are compared (345 here). 12 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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