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Artesian Resources

88 hedge funds and large institutions have $148M invested in Artesian Resources in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

1.45% more ownership

Funds ownership: 45.73%47.18% (+1.4%)

4% more capital invested

Capital invested by funds: $143M → $148M (+$5.26M)

1% less funds holding

Funds holding: 8988 (-1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
88
Holders Change
-1
Holders Change %
-1.12%
% of All Funds
1.94%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
36
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$899K -$179K -4,887 -17%
PPA
27
Parametric Portfolio Associates
Washington
$888K -$88.3K -2,416 -9%
Charles Schwab
28
Charles Schwab
California
$794K +$21.9K +600 +3%
MCM
29
Manchester Capital Management
Vermont
$793K
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$724K -$82.4K -2,255 -10%
Bessemer Group
31
Bessemer Group
New Jersey
$712K +$23.8K +650 +4%
BS
32
Boenning & Scattergood
Pennsylvania
$686K
Invesco
33
Invesco
Georgia
$679K -$366K -10,019 -36%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$664K -$58.5K -1,600 -8%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$606K +$122K +3,330 +26%
Los Angeles Capital Management
36
Los Angeles Capital Management
California
$569K +$162K +4,423 +41%
First Trust Advisors
37
First Trust Advisors
Illinois
$550K -$104K -2,854 -16%
Bank of America
38
Bank of America
North Carolina
$549K -$190K -5,185 -26%
IIM
39
Ipswich Investment Management
Massachusetts
$522K -$18.3K -500 -3%
MSL
40
Mackay Shields LLC
New York
$493K +$91.4K +2,500 +23%
Creative Planning
41
Creative Planning
Kansas
$492K -$3.66K -100 -0.8%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$490K -$10K -274 -2%
Axa
43
Axa
France
$463K +$212K +5,800 +88%
SO
44
STRS Ohio
Ohio
$459K -$36.6K -1,000 -8%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$458K +$5.19K +142 +1%
State Board of Administration of Florida Retirement System
46
State Board of Administration of Florida Retirement System
Florida
$446K +$163K +4,455 +60%
IIC
47
Ironwood Investment Counsel
Arizona
$441K +$143K +3,915 +24%
Goldman Sachs
48
Goldman Sachs
New York
$435K -$79.3K -2,168 -16%
FIM
49
Fruth Investment Management
Texas
$422K +$14.6K +400 +4%
PAM
50
Panagora Asset Management
Massachusetts
$381K -$2.21M -60,476 -86%

ARTNA Hedge Fund Activity: Q1 2020 in Review

88 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Artesian Resources (ARTNA) for Q1 2020, worth a combined $148M — up 3.7% from $143M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ARTNA positions and 5 closed out — a net gain of 2 holders — while 36 added to existing stakes and 26 trimmed.

The largest buyer was Vanguard Group, adding an estimated $5.31M. The largest seller was Panagora Asset Management, cutting an estimated $2.21M.

  • 88 institutional investors held Artesian Resources (ARTNA) as of Q1 2020, down from 89 in Q4 2019.
  • Funds reported $148M of Artesian Resources stock for Q1 2020, up 3.7% quarter-over-quarter.
  • 7 funds opened new Artesian Resources positions in Q1 2020 and 5 closed out, a net change of +2 holders.
  • The largest Artesian Resources buyer in Q1 2020 was Vanguard Group, an estimated $5.31M added.
  • The largest Artesian Resources seller in Q1 2020 was Panagora Asset Management, an estimated $2.21M sold.

Based on aggregated 13F filings for Q1 2020.