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York Water
YORW

133 hedge funds and large institutions have $243M invested in York Water in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

2% more funds holding

Funds holding: 130 → 133 (+3)

0.94% more ownership

Funds ownership: 40.31% → 41.25% (+0.94%)

5% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 43

7% less capital invested

Capital invested by funds: $263M → $243M (-$19.5M)

Holders
133
Holders Change
+3
Holders Change %
+2.31%
% of All Funds
2.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
41
Reduced
43
Closed
10
Calls
$229K
Puts
–
Net Calls
+$229K
Net Calls Change
+$329K

Top Buyers

Rank Fund Capital Flow
1
EVM
Eaton Vance Management
Massachusetts
+$5.61M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$2.51M
3
PCM
Penn Capital Management
Pennsylvania
+$2.2M
4
ZP
Zimmer Partners
New York
+$1.67M
5
State Street
State Street
Massachusetts
+$1.11M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$5.07M
2
Invesco
Invesco
Georgia
-$1.82M
3
Brown Advisory
Brown Advisory
Maryland
-$1.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$1.08M
5
BlackRock
BlackRock
New York
-$863K
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$1.44M +$210K +4,700 +17%
Swiss National Bank
27
Swiss National Bank
Switzerland
$1.39M +$98.2K +2,200 +8%
UBS Group
28
UBS Group
Switzerland
$1.37M -$36.9K -827 -3%
CHAM
29
Clear Harbor Asset Management
Connecticut
$1.33M – – –
Millennium Management
30
Millennium Management
New York
$1.25M +$639K +14,315 +106%
FB
31
Fulton Bank
Pennsylvania
$1.18M – – –
Goldman Sachs
32
Goldman Sachs
New York
$1.14M +$425K +9,519 +60%
Two Sigma Investments
33
Two Sigma Investments
New York
$1.13M +$310K +6,949 +38%
First Manhattan
34
First Manhattan
New York
$1.09M -$13.4K -300 -1%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$872K +$52.3K +1,171 +6%
MAM
36
Martingale Asset Management
Massachusetts
$864K +$8.93K +200 +1%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$864K +$602K +13,489 +233%
BS
38
Boenning & Scattergood
Pennsylvania
$837K – – –
GC
39
Gratus Capital
Georgia
$837K – – –
Verition Fund Management
40
Verition Fund Management
Connecticut
$809K -$67K -1,500 -8%
SO
41
STRS Ohio
Ohio
$768K – – –
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$755K -$58K -1,299 -7%
Wells Fargo
43
Wells Fargo
California
$719K -$47.3K -1,059 -6%
PAM
44
Panagora Asset Management
Massachusetts
$714K -$2.95K -66 -0.4%
Deutsche Bank
45
Deutsche Bank
Germany
$681K -$37.5K -840 -5%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$680K -$45.5K -1,020 -6%
Citadel Advisors
47
Citadel Advisors
Florida
$645K +$40.9K +915 +7%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$639K +$22.3K +500 +4%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$624K +$619K +13,873 New
ST
50
Sageworth Trust
Pennsylvania
$614K – – –
1
2
3 4 5

YORW Hedge Fund Activity: Q1 2022 in Review

133 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q1 2022, worth a combined $243M — down 7.4% from $263M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new YORW positions and 10 closed out — a net gain of 4 holders — while 41 added to existing stakes and 43 trimmed.

The largest buyer was Eaton Vance Management, opening a new position worth an estimated $5.61M. The largest seller was Victory Capital Management, cutting an estimated $5.07M.

  • 133 institutional investors held York Water (YORW) as of Q1 2022, up from 130 in Q4 2021.
  • Funds reported $243M of York Water stock for Q1 2022, down 7.4% quarter-over-quarter.
  • 14 funds opened new York Water positions in Q1 2022 and 10 closed out, a net change of +4 holders.
  • The largest York Water buyer in Q1 2022 was Eaton Vance Management, an estimated $5.61M added.
  • The largest York Water seller in Q1 2022 was Victory Capital Management, an estimated $5.07M sold.

Based on aggregated 13F filings for Q1 2022.