13F

Stock

H2o America

HTO · held by 5 managers

Reported value

$5.29M

Holders

5

+1 new · −0 exited

Holders’ est. mark

$524.9K

Price effect on 4 books still in the name

Largest holder

$2.84M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC51.9K$2.84M$283.8KCut−$513.6K
Swiss Life Asset Management Ltd44.1K$2.41M$240.1KAdded$261.8K
Medallion Wealth Advisors, LLC660$35.8KNew
DANSKE BANK A/S100$5.47K$547Added$547
Leonteq Securities AG79$4.33K$435Added$238

Positions as of Q1 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.