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Artesian Resources

71 hedge funds and large institutions have $67.7M invested in Artesian Resources in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $67.5M → $67.7M (+$196K)

0% more funds holding

Funds holding: 7171 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

47% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 30

Holders
71
Holders Change
Holders Change %
0%
% of All Funds
2.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
16
Reduced
30
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
26
Philadelphia Trust Company
Pennsylvania
$583K
BIM
27
BlackRock Investment Management
Delaware
$580K -$20.2K -893 -3%
GF
28
Gabelli Funds
New York
$551K
AIC
29
Aurora Investment Counsel
Georgia
$528K
PPA
30
Parametric Portfolio Associates
Washington
$458K +$58.8K +2,604 +15%
NSIM
31
North Star Investment Management
Illinois
$403K +$28.2K +1,250 +8%
TA
32
Teton Advisors
New York
$397K +$29.4K +1,300 +8%
BCM
33
Bridgeway Capital Management
Texas
$391K +$132K +5,830 +52%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$382K -$6.78K -300 -2%
Charles Schwab
35
Charles Schwab
California
$333K
MCM
36
Manchester Capital Management
Vermont
$319K
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$315K
FIM
38
Fruth Investment Management
Texas
$305K
State Board of Administration of Florida Retirement System
39
State Board of Administration of Florida Retirement System
Florida
$287K
RJA
40
Raymond James & Associates
Florida
$245K
NFA
41
Nationwide Fund Advisors
Ohio
$240K -$5.6K -248 -2%
AWA
42
AmeriServ Wealth Advisors
Pennsylvania
$223K
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$221K -$15.8K -700 -7%
FWIA
44
Fort Washington Investment Advisors
Ohio
$211K
Two Sigma Advisers
45
Two Sigma Advisers
New York
$207K -$22.6K -1,000 -10%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$207K +$203K +9,001 New
PAM
47
Panagora Asset Management
Massachusetts
$206K
TA
48
Teachers Advisors
New York
$201K
AllianceBernstein
49
AllianceBernstein
Tennessee
$188K -$31.6K -1,400 -15%
Citigroup
50
Citigroup
New York
$169K +$24.2K +1,073 +17%

ARTNA Hedge Fund Activity: Q4 2013 in Review

71 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Artesian Resources (ARTNA) for Q4 2013, worth a combined $67.7M — up 0.29% from $67.5M a quarter earlier.

Fund positioning in ARTNA was balanced in Q4 2013: 4 funds opened new positions, 4 closed out, 16 added to existing stakes and 30 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $2.26M. The largest seller was Cutter & Co Brokerage, exiting entirely with an estimated $2.46M sold.

  • 71 institutional investors held Artesian Resources (ARTNA) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $67.7M of Artesian Resources stock for Q4 2013, up 0.29% quarter-over-quarter.
  • 4 funds opened new Artesian Resources positions in Q4 2013 and 4 closed out, a net change of 0 holders.
  • The largest Artesian Resources buyer in Q4 2013 was DePrince Race & Zollo Inc (DRZ), an estimated $2.26M added.
  • The largest Artesian Resources seller in Q4 2013 was Cutter & Co Brokerage, an estimated $2.46M sold.

Based on aggregated 13F filings for Q4 2013.