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Artesian Resources
ARTNA

86 hedge funds and large institutions have $110M invested in Artesian Resources in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

41.86% more ownership

Funds ownership: 0% → 41.86% (+42%)

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

13% more capital invested

Capital invested by funds: $97.5M → $110M (+$12.5M)

4% less funds holding

Funds holding: 90 → 86 (-4)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
86
Holders Change
-4
Holders Change %
-4.44%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
29
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$1.11M
2
Morgan Stanley
Morgan Stanley
New York
+$816K
3
Renaissance Technologies
Renaissance Technologies
New York
+$659K
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$497K
5
JP Morgan Chase
JP Morgan Chase
New York
+$406K

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.96M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$909K
3
Invesco
Invesco
Georgia
-$613K
4
First Manhattan
First Manhattan
New York
-$429K
5
CCB
Cutter & Co Brokerage
Missouri
-$351K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
76
Panagora Asset Management
Massachusetts
$47K – – –
IWM
77
IHT Wealth Management
Illinois
$47K +$45.6K +1,515 New
BlackRock
78
BlackRock
New York
$41K -$8.49K -282 -18%
M
79
MOTCO
Texas
$32K – – –
EARNEST Partners
80
EARNEST Partners
Georgia
$22K – – –
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$21.6K +$4.13K +137 +25%
MWM
82
MinichMacGregor Wealth Management
New York
$13K – – –
AIM
83
Acrospire Investment Management
Illinois
$9K -$3.85K -128 -32%
US Bancorp
84
US Bancorp
Minnesota
$9K – – –
TRCT
85
Tower Research Capital (TRC)
New York
$4K -$3.97K -132 -53%
Barclays
86
Barclays
United Kingdom
$3K -$123K -4,070 -98%
Arrowstreet Capital
87
Arrowstreet Capital
Massachusetts
– -$1.96M -68,625 Closed
TC
88
TFS Capital
Pennsylvania
– -$208K -7,280 Closed
JWA
89
JFS Wealth Advisors
Pennsylvania
– -$57K -2,000 Closed
Simplex Trading
90
Simplex Trading
Illinois
– -$7K -251 Closed
MFS
91
MSI Financial Services
Massachusetts
– -$2K -58 Closed
Federated Hermes
92
Federated Hermes
Pennsylvania
– -$1K -22 Closed
1 2 3
4

ARTNA Hedge Fund Activity: Q4 2016 in Review

86 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Artesian Resources (ARTNA) for Q4 2016, worth a combined $110M — up 13% from $97.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ARTNA and 4 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 29 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $1.11M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $1.96M sold.

  • 86 institutional investors held Artesian Resources (ARTNA) as of Q4 2016, down from 90 in Q3 2016.
  • Funds reported $110M of Artesian Resources stock for Q4 2016, up 13% quarter-over-quarter.
  • 4 funds opened new Artesian Resources positions in Q4 2016 and 7 closed out, a net change of -3 holders.
  • The largest Artesian Resources buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $1.11M added.
  • The largest Artesian Resources seller in Q4 2016 was Arrowstreet Capital, an estimated $1.96M sold.

Based on aggregated 13F filings for Q4 2016.