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Aqua Metals
AQMS

71 hedge funds and large institutions have $23.4M invested in Aqua Metals in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more call options, than puts

Call options by funds: $111K | Put options by funds: $24K

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

34% more capital invested

Capital invested by funds: $17.6M → $23.4M (+$5.88M)

25% more funds holding

Funds holding: 57 → 71 (+14)

0.01% more ownership

Funds ownership: 0.09% → 0.1% (+0.01%)

Holders
71
Holders Change
+14
Holders Change %
+24.56%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
16
Reduced
9
Closed
5
Calls
$111K
Puts
$24K
Net Calls
+$87K
Net Calls Change
-$16K

Top Buyers

1
Russell Investments Group
Russell Investments Group
United Kingdom
+$1.31M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.27M
3
KWM
Kanen Wealth Management
Florida
+$1.2M
4
AIC
AWM Investment Company
New York
+$1.08M
5
KAS
Kestra Advisory Services
Texas
+$632K

Top Sellers

1
Baird Financial Group
Baird Financial Group
Wisconsin
-$435K
2
VF
Virtu Financial
New York
-$67K
3
Millennium Management
Millennium Management
New York
-$49K
4
Jane Street
Jane Street
New York
-$26.2K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$23.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
JF
26
Jump Financial
Illinois
$52.1K +$55.3K +231 New
CAN
27
Cetera Advisor Networks
California
$48.6K – – –
Mariner
28
Mariner
Kansas
$48.3K +$51.2K +214 New
MFG
29
Merit Financial Group
Georgia
$45.7K – – –
BRWA
30
B. Riley Wealth Advisors
Florida
$38.5K – – –
WSC
31
Wellington Shields & Co
New York
$36K – – –
LPL Financial
32
LPL Financial
California
$35.7K +$12K +50 +46%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$34.6K – – –
WJWM
34
Williams Jones Wealth Management
New York
$32.8K – – –
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$29.1K – – –
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$27.7K +$29.5K +123 New
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$27.5K +$29.2K +122 New
Charles Schwab
38
Charles Schwab
California
$26.7K – – –
Two Sigma Investments
39
Two Sigma Investments
New York
$24.4K +$25.9K +108 New
HighTower Advisors
40
HighTower Advisors
Illinois
$24K -$3.59K -15 -12%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$24K – – –
WRPWM
42
Werba Rubin Papier Wealth Management
California
$22.6K – – –
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$20K -$2.4K -10 -10%
HWM
44
HighMark Wealth Management
Minnesota
$17.3K – – –
MCM
45
Marathon Capital Management
Maryland
$16.9K -$12K -50 -40%
RCWM
46
Royal Capital Wealth Management
Indiana
$16.9K -$9.58K -40 -35%
IA
47
IFP Advisors
Florida
$16.9K – – –
Brown Advisory
48
Brown Advisory
Maryland
$16.4K – – –
LWM
49
Ledge Wealth Management
Minnesota
$15.8K – – –
BFM
50
Boothbay Fund Management
New York
$15.8K +$16.8K +70 New
1
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AQMS Hedge Fund Activity: Q3 2023 in Review

71 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Aqua Metals (AQMS) for Q3 2023, worth a combined $23.4M — up 34% from $17.6M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AQMS positions and 5 closed out — a net gain of 14 holders — while 16 added to existing stakes and 9 trimmed.

The largest buyer was Russell Investments Group, opening a new position worth an estimated $1.31M. The largest seller was Baird Financial Group, cutting an estimated $435K.

  • 71 institutional investors held Aqua Metals (AQMS) as of Q3 2023, up from 57 in Q2 2023.
  • Funds reported $23.4M of Aqua Metals stock for Q3 2023, up 34% quarter-over-quarter.
  • 19 funds opened new Aqua Metals positions in Q3 2023 and 5 closed out, a net change of +14 holders.
  • The largest Aqua Metals buyer in Q3 2023 was Russell Investments Group, an estimated $1.31M added.
  • The largest Aqua Metals seller in Q3 2023 was Baird Financial Group, an estimated $435K sold.

Based on aggregated 13F filings for Q3 2023.