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Artesian Resources

106 hedge funds and large institutions have $247M invested in Artesian Resources in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 50 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 26

4.58% more ownership

Funds ownership: 58.02%62.6% (+4.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $257M → $247M (-$10.4M)

3% less funds holding

Funds holding: 109106 (-3)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
106
Holders Change
-3
Holders Change %
-2.75%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
50
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$371K +$8.96K +194 +2%
AWE
52
Avidian Wealth Enterprises
Texas
$367K
Mariner
53
Mariner
Kansas
$327K +$94.5K +2,046 +36%
JWWM
54
Johnson & White Wealth Management
Pennsylvania
$315K +$347K +7,511 New
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$305K +$41.5K +898 +14%
JP Morgan Chase
56
JP Morgan Chase
New York
$288K -$88K -1,905 -22%
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$272K -$159K -3,450 -35%
AllianceBernstein
58
AllianceBernstein
Tennessee
$270K -$30.1K -651 -9%
RJA
59
Raymond James & Associates
Florida
$265K +$18.4K +398 +7%
Ameriprise
60
Ameriprise
Minnesota
$261K -$12.2K -265 -4%
Deutsche Bank
61
Deutsche Bank
Germany
$258K +$90.8K +1,965 +47%
M&T Bank
62
M&T Bank
New York
$253K +$601 +13 +0.2%
HI
63
Hendershot Investments
Virginia
$252K
EM
64
ELCO Management
New York
$247K
WT
65
Whittier Trust
California
$231K
MFG
66
MidWestOne Financial Group
Iowa
$210K
Wells Fargo
67
Wells Fargo
California
$208K -$90.9K -1,967 -28%
Pictet Asset Management
68
Pictet Asset Management
Switzerland
$208K +$229K +4,951 New
CCM
69
Cullen Capital Management
New York
$202K +$222K +4,812 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$202K -$508 -11 -0.2%
Creative Planning
71
Creative Planning
Kansas
$201K +$221K +4,780 New
AIG
72
American International Group
New York
$192K +$24.2K +523 +13%
MIM
73
MetLife Investment Management
New Jersey
$189K
Barclays
74
Barclays
United Kingdom
$142K +$6.84K +148 +5%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$136K +$12.8K +277 +9%

ARTNA Hedge Fund Activity: Q3 2023 in Review

106 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Artesian Resources (ARTNA) for Q3 2023, worth a combined $247M — down 4.1% from $257M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ARTNA and 8 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 50 added.

The largest buyer was Kestra Advisory Services, adding an estimated $7.49M. The largest seller was KBC Group, exiting entirely with an estimated $8.93M sold.

  • 106 institutional investors held Artesian Resources (ARTNA) as of Q3 2023, down from 109 in Q2 2023.
  • Funds reported $247M of Artesian Resources stock for Q3 2023, down 4.1% quarter-over-quarter.
  • 8 funds opened new Artesian Resources positions in Q3 2023 and 10 closed out, a net change of -2 holders.
  • The largest Artesian Resources buyer in Q3 2023 was Kestra Advisory Services, an estimated $7.49M added.
  • The largest Artesian Resources seller in Q3 2023 was KBC Group, an estimated $8.93M sold.

Based on aggregated 13F filings for Q3 2023.