H2O America
Institutional ownership · Q4 2021
Institutional holders
1
None reported in Q3 2021
Reported value
$50.2M
Shares held
686.4K
Quarter
Q4 2021
Period ended Dec 31, 2021
1 institutional manager reported holding 686,398 shares worth $50,234,000 on Form 13F for Q4 2021. Share positions on CUSIP 784305904 only; option legs and principal-amount lines are not counted.
Top 1 institutional holders · Q4 2021
| # | Manager | Shares | Value | % of portfolio | Change | Position page |
|---|---|---|---|---|---|---|
| 1 | AMUNDI | 686,398 | $50.2M | 0.03% | New | Position |
Values as reported on each manager's Q4 2021 Form 13F. Change is in shares against the manager's prior-quarter filing.
13F holders by quarter
| Quarter | Holders | Shares | Value |
|---|---|---|---|
| Q4 2021 | 1 | 686.4K | $50.2M |
As reported on Form 13F.
Across other SEC filings
Insiders · Form 4
Net insider transactions, 12 months
+$2.88M
1 filing with purchases ($2.98M),
1 filing with sales ($99.2K)
Latest filings
- Megan Mattern 2026-08-03 -
- Atlas Infrastructure Partners (uk) Ltd. 2026-07-08 Buy
- Andrew F Walters 2026-07-06 -
- Ann P Kelly 2026-07-06 -
- Gip Atlas Holdings Ltd 2026-07-02 Mixed
Annual & quarterly reports
-
10-K · FY2025 Filed 2026-02-26Business · Risk Factors · Management's Discussion and Analysis
-
10-Q · Q3 FY2026 Filed 2026-10-26Management's Discussion and Analysis · Controls and Procedures · Legal Proceedings · Risk Factors
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Security Details
| CUSIP | 784305904 |
|---|---|
| Type | Option |
| Class | COM as filed on 13F |
| Company | H2O America |
Other securities from this issuer
| Name | Symbol | CUSIP | Type |
|---|---|---|---|
| CONN WATER SERVICE | CTWSP | 207797200 | Common stock |
| CONNECTICUT WATER SVC INC | CTWS | 207797101 | Common stock |
| CONNECTICUT WTR SVC INC | — | 207797901 | Common stock |
| CONNECTICUT WTR SVC INC | — | 207797951 | Common stock |
| H2O AMERICA | HTO | 784305104 | Common stock |
Identifier History
| Type | Value | From | To |
|---|---|---|---|
| CUSIP | 784305904 | 2015-12-31 | Current |