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Aqua Metals
AQMS

57 hedge funds and large institutions have $15.1M invested in Aqua Metals in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

624% more call options, than puts

Call options by funds: $152K | Put options by funds: $21K

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

2% more funds holding

Funds holding: 56 → 57 (+1)

0% more ownership

Funds ownership: 0.09% → 0.09% (+0%)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

13% less capital invested

Capital invested by funds: $17.4M → $15.1M (-$2.28M)

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
10
Reduced
10
Closed
6
Calls
$152K
Puts
$21K
Net Calls
+$131K
Net Calls Change
-$1K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$649K
2
IC
IEQ Capital
California
+$508K
3
Citigroup
Citigroup
New York
+$411K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$58.7K
5
SA
Sunesis Advisors
Kansas
+$58.4K

Top Sellers

1
LCS
Levin Capital Strategies
New York
-$108K
2
WPC
White Pine Capital
Minnesota
-$95.8K
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$60.8K
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$57.6K
5
BlackRock
BlackRock
New York
-$51.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
WSC
26
Wellington Shields & Co
New York
$31.9K – – –
Boston Partners
27
Boston Partners
Massachusetts
$30.7K +$35.8K +153 New
Bank of New York Mellon
28
Bank of New York Mellon
New York
$30.6K – – –
Two Sigma Advisers
29
Two Sigma Advisers
New York
$29.2K -$3.27K -14 -9%
WJWM
30
Williams Jones Wealth Management
New York
$29K – – –
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$25.8K – – –
MCM
32
Marathon Capital Management
Maryland
$25K -$11.7K -50 -29%
HighTower Advisors
33
HighTower Advisors
Illinois
$24K +$1.64K +7 +6%
Charles Schwab
34
Charles Schwab
California
$23.7K – – –
Jane Street
35
Jane Street
New York
$23.6K +$27.6K +118 New
RCWM
36
Royal Capital Wealth Management
Indiana
$23K – – –
WRPWM
37
Werba Rubin Papier Wealth Management
California
$20K – – –
LPL Financial
38
LPL Financial
California
$18.6K +$2.57K +11 +13%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$17K – – –
HWM
40
HighMark Wealth Management
Minnesota
$15.3K -$701 -3 -4%
Brown Advisory
41
Brown Advisory
Maryland
$14.5K – – –
LWM
42
Ledge Wealth Management
Minnesota
$14K – – –
Goldman Sachs
43
Goldman Sachs
New York
$11.9K – – –
ACM
44
Avalon Capital Management
California
$10K – – –
MA
45
Mutual Advisors
Nebraska
$10K – – –
CF
46
Centaurus Financial
California
$10K +$11.7K +50 New
Wells Fargo
47
Wells Fargo
California
$9.98K – – –
Bank of America
48
Bank of America
North Carolina
$8.96K +$9.81K +42 +1,400%
Osaic Holdings
49
Osaic Holdings
Arizona
$7.11K – – –
WIM
50
Westside Investment Management
California
$5.5K – – –
1
2
3

AQMS Hedge Fund Activity: Q1 2023 in Review

57 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aqua Metals (AQMS) for Q1 2023, worth a combined $15.1M — down 13% from $17.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new AQMS positions and 6 closed out — a net gain of 2 holders — while 10 added to existing stakes and 10 trimmed.

The largest buyer was Vanguard Group, adding an estimated $649K. The largest seller was Levin Capital Strategies, exiting entirely with an estimated $108K sold.

  • 57 institutional investors held Aqua Metals (AQMS) as of Q1 2023, up from 56 in Q4 2022.
  • Funds reported $15.1M of Aqua Metals stock for Q1 2023, down 13% quarter-over-quarter.
  • 8 funds opened new Aqua Metals positions in Q1 2023 and 6 closed out, a net change of +2 holders.
  • The largest Aqua Metals buyer in Q1 2023 was Vanguard Group, an estimated $649K added.
  • The largest Aqua Metals seller in Q1 2023 was Levin Capital Strategies, an estimated $108K sold.

Based on aggregated 13F filings for Q1 2023.