Запись по ценной бумаге · архивный квартал
HTO
H2O America · Utilities · Regulated Water
106Отслеживаемые держатели
+6Δ держателей
27.30MАкций в держании
$1.60BОтчётная стоимость
+13Новые позиции
−7Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +6.0% ·
поток акций +15.4% ·
новые чистые позиции +5.7%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 104 | +1 | 28.70M | $1.74B | +8 | −7 |
| Q1 2026 | 106 | +6 | 27.30M | $1.60B | +13 | −7 |
| Q4 2025 | 98 | -3 | 24.03M | $1.18B | — | −3 |
| Q3 2025 | 18 | 0 | 13.37M | $651.12M | — | −1 |
| Q2 2025 | 16 | +2 | 11.95M | $621.03M | +3 | −1 |
| Q1 2025 | 11 | 0 | 2.62M | $143.11M | +2 | −2 |
| Q4 2024 | 11 | -2 | 3.07M | $151.35M | — | −2 |
| Q3 2024 | 12 | +1 | 1.42M | $82.58M | +2 | −1 |
| Q2 2024 | 11 | — | 1.41M | $76.25M | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 6.42M | -3.6% | $376.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | BlackRock ✦ (пассивный) | 6.42M | -3.6% | $376.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | BlackRock ✦ (пассивный) | 6.42M | -3.6% | $376.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | BlackRock ✦ (пассивный) | 6.42M | -3.6% | $376.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | BlackRock ✦ (пассивный) | 6.42M | -3.6% | $376.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | BlackRock ✦ (пассивный) | 6.42M | -3.6% | $376.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | BlackRock ✦ (пассивный) | 6.42M | -3.6% | $376.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | BlackRock ✦ (пассивный) | 6.42M | -3.6% | $376.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | BlackRock ✦ (пассивный) | 6.42M | -3.6% | $376.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | BlackRock ✦ (пассивный) | 6.42M | -3.6% | $376.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | BlackRock ✦ (пассивный) | 6.42M | -3.6% | $376.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | BlackRock ✦ (пассивный) | 6.42M | -3.6% | $376.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | BlackRock ✦ (пассивный) | 6.42M | -3.6% | $376.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | BlackRock ✦ (пассивный) | 6.42M | -3.6% | $376.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | BlackRock ✦ (пассивный) | 6.42M | -3.6% | $376.53M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Vanguard Capital Management Llc | 1.69M | — | $98.99M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wellington Management ✦ | 1.61M | Новый | $94.67M | 0.0% | New | 1 | SEC ↗ |
| 18 | Wellington Management ✦ | 1.61M | Новый | $94.67M | 0.0% | New | 1 | SEC ↗ |
| 19 | Wellington Management ✦ | 1.61M | Новый | $94.67M | 0.0% | New | 1 | SEC ↗ |
| 20 | Wellington Management ✦ | 1.61M | Новый | $94.67M | 0.0% | New | 1 | SEC ↗ |
| 21 | Wellington Management ✦ | 1.61M | Новый | $94.67M | 0.0% | New | 1 | SEC ↗ |
| 22 | State Street Global Advisors ✦ (пассивный) | 1.43M | +5.2% | $83.97M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 23 | Cerity Partners LLC | 1.31M | -9.4% | $76.84M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 24 | Cerity Partners LLC | 1.31M | -9.4% | $76.84M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 25 | Cerity Partners LLC | 1.31M | -9.4% | $76.84M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 26 | Soros Fund Management ✦ | 1.23M | Новый | $72.09M | 1.3% | New | 1 | SEC ↗ |
| 27 | Amundi | 1.16M | -32.5% | $67.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Amundi | 1.16M | -32.5% | $67.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Amundi | 1.16M | -32.5% | $67.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Victory Capital Management Inc | 911.89K | +94.7% | $53.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Geode Capital Management ✦ (пассивный) | 897.08K | +7.8% | $52.64M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 32 | Geode Capital Management ✦ (пассивный) | 897.08K | +7.8% | $52.64M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 781.20K | -42.9% | $45.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 781.20K | -42.9% | $45.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 781.20K | -42.9% | $45.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 781.20K | -42.9% | $45.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 781.20K | -42.9% | $45.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 781.20K | -42.9% | $45.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 781.20K | -42.9% | $45.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 781.20K | -42.9% | $45.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 781.20K | -42.9% | $45.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 781.20K | -42.9% | $45.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 781.20K | -42.9% | $45.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 781.20K | -42.9% | $45.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 781.20K | -42.9% | $45.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 781.20K | -42.9% | $45.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Dimensional Fund Advisors Lp | 705.35K | +7.0% | $41.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Dimensional Fund Advisors Lp | 705.35K | +7.0% | $41.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Dimensional Fund Advisors Lp | 705.35K | +7.0% | $41.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Dimensional Fund Advisors Lp | 705.35K | +7.0% | $41.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Dimensional Fund Advisors Lp | 705.35K | +7.0% | $41.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Invesco Ltd. | 700.60K | +8.4% | $41.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Invesco Ltd. | 700.60K | +8.4% | $41.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Invesco Ltd. | 700.60K | +8.4% | $41.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Invesco Ltd. | 700.60K | +8.4% | $41.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Invesco Ltd. | 700.60K | +8.4% | $41.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Invesco Ltd. | 700.60K | +8.4% | $41.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Schroder Investment Management Group | 586.94K | — | $34.61M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Schroder Investment Management Group | 586.94K | — | $34.61M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Legal & General Group Plc | 543.48K | -4.5% | $31.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Legal & General Group Plc | 543.48K | -4.5% | $31.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Legal & General Group Plc | 543.48K | -4.5% | $31.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | First Trust Advisors Lp | 531.99K | +5.9% | $31.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | First Trust Advisors Lp | 531.99K | +5.9% | $31.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Charles Schwab Investment… | 482.17K | +11.2% | $28.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Citadel Advisors ✦ | 416.11K | +529.7% | $24.41M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 67 | Citadel Advisors ✦ | 416.11K | +529.7% | $24.41M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 68 | Northern Trust Corp | 373.31K | +8.8% | $21.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Northern Trust Corp | 373.31K | +8.8% | $21.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Northern Trust Corp | 373.31K | +8.8% | $21.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Northern Trust Corp | 373.31K | +8.8% | $21.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Northern Trust Corp | 373.31K | +8.8% | $21.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Northern Trust Corp | 373.31K | +8.8% | $21.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Northern Trust Corp | 373.31K | +8.8% | $21.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Point72 Asset Management ✦ | 371.13K | Новый | $21.77M | 0.0% | New | 1 | SEC ↗ |
| 76 | Millennium Management ✦ | 343.79K | +7074.2% | $20.17M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 77 | Goldman Sachs Group ✦ | 342.04K | -29.1% | $20.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Goldman Sachs Group ✦ | 342.04K | -29.1% | $20.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Bank Of America Corp /De/ | 264.89K | +128.9% | $15.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Bank Of America Corp /De/ | 264.89K | +128.9% | $15.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Bank Of America Corp /De/ | 264.89K | +128.9% | $15.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Bank Of America Corp /De/ | 264.89K | +128.9% | $15.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Two Sigma Investments ✦ | 250.33K | +27.1% | $14.69M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 84 | Nuveen, LLC | 232.09K | +27.0% | $13.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Nuveen, LLC | 232.09K | +27.0% | $13.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Bank of New York Mellon Corp | 190.19K | +3.9% | $11.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Bank of New York Mellon Corp | 190.19K | +3.9% | $11.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Bank of New York Mellon Corp | 190.19K | +3.9% | $11.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 190.19K | +3.9% | $11.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Bank of New York Mellon Corp | 190.19K | +3.9% | $11.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 190.19K | +3.9% | $11.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Bank of New York Mellon Corp | 190.19K | +3.9% | $11.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Hotchkis & Wiley Capital Management… | 182.85K | -28.2% | $10.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Principal Financial Group Inc | 181.41K | +14.3% | $10.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Principal Financial Group Inc | 181.41K | +14.3% | $10.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | AQR Capital Management ✦ | 171.65K | +11.0% | $10.07M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 97 | AQR Capital Management ✦ | 171.65K | +11.0% | $10.07M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 98 | AQR Capital Management ✦ | 171.65K | +11.0% | $10.07M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 99 | AQR Capital Management ✦ | 171.65K | +11.0% | $10.07M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 100 | AQR Capital Management ✦ | 171.65K | +11.0% | $10.07M | 0.0% | ▲ Add | 8 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Wellington Management | $94.67M | 0.0% |
| Wellington Management | $94.67M | 0.0% |
| Wellington Management | $94.67M | 0.0% |
| Wellington Management | $94.67M | 0.0% |
| Wellington Management | $94.67M | 0.0% |
| Soros Fund Management | $72.09M | 1.3% |
| Point72 Asset Management | $21.77M | 0.0% |
Закрыто
| Assenagon Asset Management… | $13.56M | составлял 0.0% |
| Man Group plc | $2.46M | составлял 0.0% |
| American Century Companies Inc | $1.80M | составлял 0.0% |
| Connor, Clark & Lunn… | $1.16M | составлял 0.0% |
| Canada Pension Plan… | $499,698 | составлял 0.0% |
| Danske Bank A/S | $4,899 | составлял 0.0% |
| Simplex Trading, Llc | $3,184 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 313 держатели, 44.70M акции, $2.47B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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