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Artesian Resources

114 hedge funds and large institutions have $248M invested in Artesian Resources in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 35

0.9% less ownership

Funds ownership: 54.66%53.76% (-0.9%)

5% less funds holding

Funds holding: 120114 (-6)

5% less capital invested

Capital invested by funds: $261M → $248M (-$13.5M)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
114
Holders Change
-6
Holders Change %
-5%
% of All Funds
1.82%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
37
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$1.16M -$50.8K -889 -4%
First Trust Advisors
27
First Trust Advisors
Illinois
$1.13M +$89K +1,557 +8%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$1.1M +$34.3K +600 +3%
MFA
29
Millington Financial Advisors
Illinois
$1.1M +$11.5K +201 +1%
Swiss National Bank
30
Swiss National Bank
Switzerland
$1.03M -$126K -2,200 -11%
CAM
31
Costello Asset Management
Pennsylvania
$993K -$1.05M -18,337 -9%
Two Sigma Investments
32
Two Sigma Investments
New York
$941K -$58.6K -1,024 -6%
QC
33
Quadrature Capital
United Kingdom
$847K +$875K +15,300 New
MCM
34
Manchester Capital Management
Vermont
$824K
Bank of America
35
Bank of America
North Carolina
$768K -$65K -1,136 -8%
Tudor Investment Corp
36
Tudor Investment Corp
Connecticut
$760K +$786K +13,736 New
Goldman Sachs
37
Goldman Sachs
New York
$709K -$108K -1,883 -13%
MAM
38
Martingale Asset Management
Massachusetts
$709K -$5.95K -104 -0.8%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$670K +$12.9K +226 +2%
SO
40
STRS Ohio
Ohio
$603K
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$588K -$7.84K -137 -1%
RAM
42
Redmond Asset Management
Virginia
$586K +$4.29K +75 +0.7%
FIM
43
Fruth Investment Management
Texas
$543K
JCM
44
Jacobi Capital Management
Pennsylvania
$527K +$10.1K +176 +2%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$498K +$92.4K +1,615 +22%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$481K +$258K +4,504 +107%
PAM
47
Panagora Asset Management
Massachusetts
$474K +$4K +70 +0.8%
CS
48
Credit Suisse
Switzerland
$455K -$13.5K -236 -3%
AI
49
Atom Investors
Texas
$432K
JWWM
50
Johnson & White Wealth Management
Pennsylvania
$416K -$1.6M -27,937 -79%

ARTNA Hedge Fund Activity: Q1 2023 in Review

114 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Artesian Resources (ARTNA) for Q1 2023, worth a combined $248M — down 5.2% from $261M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ARTNA and 10 opened new positions — a net loss of 4 holders — while 35 trimmed existing stakes and 37 added.

The largest buyer was Vanguard Group, adding an estimated $3.14M. The largest seller was Legal & General Group, cutting an estimated $4.92M.

  • 114 institutional investors held Artesian Resources (ARTNA) as of Q1 2023, down from 120 in Q4 2022.
  • Funds reported $248M of Artesian Resources stock for Q1 2023, down 5.2% quarter-over-quarter.
  • 10 funds opened new Artesian Resources positions in Q1 2023 and 14 closed out, a net change of -4 holders.
  • The largest Artesian Resources buyer in Q1 2023 was Vanguard Group, an estimated $3.14M added.
  • The largest Artesian Resources seller in Q1 2023 was Legal & General Group, an estimated $4.92M sold.

Based on aggregated 13F filings for Q1 2023.