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.
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)
Top Buyers
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$649K |
| 2 |
IC
IEQ Capital
Foster City,
California
|
+$508K |
| 3 |
Citigroup
New York
|
+$411K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$58.7K |
| 5 |
SA
Sunesis Advisors
Overland Park,
Kansas
|
+$58.4K |
Top Sellers
| 1 |
LCS
Levin Capital Strategies
New York
|
-$108K |
| 2 |
WPC
White Pine Capital
Bloomington,
Minnesota
|
-$95.8K |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$60.8K |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$57.6K |
| 5 |
BlackRock
New York
|
-$51.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
51
Harbour Investments
Madison,
Wisconsin
| $2.89K | – | – | – |
|
|
HNB
52
Huntington National Bank
Columbus,
Ohio
| $2K | – | – | – |
|
53
US Bancorp
Minneapolis,
Minnesota
| $800 | – | – | – |
|
|
LWA
54
Lowe Wealth Advisors
Columbia,
Maryland
| $455 | – | – | – |
|
|
HPC
55
HM Payson & Co
Portland,
Maine
| $300 | – | – | – |
|
|
AA
56
Ancora Advisors
Cleveland,
Ohio
| $101 | +$234 | +1 | New |
|
57
Fidelity Investments
Boston,
Massachusetts
| $23 | – | – | – |
|
58
Commonwealth Equity Services
Waltham,
Massachusetts
| $21 | -$51.2K | -219 | -67% |
|
|
LCS
59
Levin Capital Strategies
New York
| – | -$108K | -430 | Closed |
|
|
WPC
60
White Pine Capital
Bloomington,
Minnesota
| – | -$95.8K | -383 | Closed |
|
|
JMPWA
61
JP Morgan Private Wealth Advisors
San Francisco,
California
| – | -$57.6K | -230 | Closed |
|
|
VF
62
Virtu Financial
New York
| – | -$14K | -58 | Closed |
|
|
NA
63
NewEdge Advisors
New Orleans,
Louisiana
| – | -$1.25K | -5 | Closed |
|
64
Citadel Advisors
Miami,
Florida
| – | -$467 | -2 | Closed |
|
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.