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Aqua Metals
AQMS

56 hedge funds and large institutions have $17.4M invested in Aqua Metals in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more call options, than puts

Call options by funds: $177K | Put options by funds: $45K

87% more capital invested

Capital invested by funds: $9.3M → $17.4M (+$8.09M)

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

4% more funds holding

Funds holding: 54 → 56 (+2)

0.01% more ownership

Funds ownership: 0.08% → 0.09% (+0.01%)

Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
11
Reduced
9
Closed
5
Calls
$177K
Puts
$45K
Net Calls
+$132K
Net Calls Change
+$49K

Top Buyers

1
Baird Financial Group
Baird Financial Group
Wisconsin
+$545K
2
KWM
Kanen Wealth Management
Florida
+$358K
3
IC
IEQ Capital
California
+$214K
4
LCS
Levin Capital Strategies
New York
+$46.6K
5
WPC
White Pine Capital
Minnesota
+$41.7K

Top Sellers

1
AIC
AWM Investment Company
New York
-$42K
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$24.4K
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$11.6K
4
MCM
Maple Capital Management
Vermont
-$8K
5
Wolverine Trading
Wolverine Trading
Illinois
-$7.94K
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$40K -$11.6K -76 -32%
WSC
27
Wellington Shields & Co
New York
$39.9K – – –
UBS Group
28
UBS Group
Switzerland
$38.9K +$23.8K +156 New
Bank of New York Mellon
29
Bank of New York Mellon
New York
$38.3K – – –
WJWM
30
Williams Jones Wealth Management
New York
$36.3K – – –
Charles Schwab
31
Charles Schwab
California
$29.6K – – –
RCWM
32
Royal Capital Wealth Management
Indiana
$29K – – –
HighTower Advisors
33
HighTower Advisors
Illinois
$28K +$2.44K +16 +17%
Creative Planning
34
Creative Planning
Kansas
$25.4K – – –
WRPWM
35
Werba Rubin Papier Wealth Management
California
$25K +$15.3K +100 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$22K -$153 -1 -1%
LPL Financial
37
LPL Financial
California
$20.5K -$6.26K -41 -33%
HWM
38
HighMark Wealth Management
Minnesota
$19.7K – – –
Brown Advisory
39
Brown Advisory
Maryland
$18.1K – – –
LWM
40
Ledge Wealth Management
Minnesota
$18K – – –
Goldman Sachs
41
Goldman Sachs
New York
$14.9K – – –
VF
42
Virtu Financial
New York
$14K +$8.86K +58 New
ACM
43
Avalon Capital Management
California
$12.5K – – –
MA
44
Mutual Advisors
Nebraska
$12.5K – – –
Wells Fargo
45
Wells Fargo
California
$12.5K – – –
Osaic Holdings
46
Osaic Holdings
Arizona
$9.25K +$3.21K +21 +140%
HI
47
Harbour Investments
Wisconsin
$3.61K +$1.07K +7 +100%
HNB
48
Huntington National Bank
Ohio
$2.5K – – –
NA
49
NewEdge Advisors
Louisiana
$1.25K +$764 +5 New
US Bancorp
50
US Bancorp
Minnesota
$1K – – –
1
2
3

AQMS Hedge Fund Activity: Q4 2022 in Review

56 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Aqua Metals (AQMS) for Q4 2022, worth a combined $17.4M — up 87% from $9.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new AQMS positions and 5 closed out — a net gain of 3 holders — while 11 added to existing stakes and 9 trimmed.

The largest buyer was Baird Financial Group, adding an estimated $545K. The largest seller was AWM Investment Company, exiting entirely with an estimated $42K sold.

  • 56 institutional investors held Aqua Metals (AQMS) as of Q4 2022, up from 54 in Q3 2022.
  • Funds reported $17.4M of Aqua Metals stock for Q4 2022, up 87% quarter-over-quarter.
  • 8 funds opened new Aqua Metals positions in Q4 2022 and 5 closed out, a net change of +3 holders.
  • The largest Aqua Metals buyer in Q4 2022 was Baird Financial Group, an estimated $545K added.
  • The largest Aqua Metals seller in Q4 2022 was AWM Investment Company, an estimated $42K sold.

Based on aggregated 13F filings for Q4 2022.