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York Water

144 hedge funds and large institutions have $309M invested in York Water in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

439% more call options, than puts

Call options by funds: $264K | Put options by funds: $49K

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

40% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 35

9% more capital invested

Capital invested by funds: $284M → $309M (+$24.5M)

7% more funds holding

Funds holding: 134144 (+10)

1.4% more ownership

Funds ownership: 46.99%48.39% (+1.4%)

Holders
144
Holders Change
+10
Holders Change %
+7.46%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
49
Reduced
35
Closed
7
Calls
$264K
Puts
$49K
Net Calls
+$215K
Net Calls Change
+$160K
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
26
Penn Capital Management
Pennsylvania
$1.73M -$1.53M -34,251 -47%
TA
27
Teton Advisors
New York
$1.71M -$73.6K -1,647 -4%
AQR Capital Management
28
AQR Capital Management
Connecticut
$1.7M +$1.49M +33,376 +703%
UBS Group
29
UBS Group
Switzerland
$1.61M +$113K +2,522 +8%
QC
30
Quadrature Capital
United Kingdom
$1.52M +$689K +15,408 +82%
Goldman Sachs
31
Goldman Sachs
New York
$1.49M +$178K +3,973 +14%
Assenagon Asset Management
32
Assenagon Asset Management
Luxembourg
$1.47M +$1.48M +32,993 New
Swiss National Bank
33
Swiss National Bank
Switzerland
$1.38M -$161K -3,600 -10%
JWWM
34
Johnson & White Wealth Management
Pennsylvania
$1.31M +$1.31M +29,291 New
CHAM
35
Clear Harbor Asset Management
Connecticut
$1.3M -$4.47K -100 -0.3%
Tudor Investment Corp
36
Tudor Investment Corp
Connecticut
$1.24M +$96.8K +2,166 +8%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.24M +$1.24M +27,659 New
LPL Financial
38
LPL Financial
California
$1.17M +$1.17M +26,173 New
CS
39
Credit Suisse
Switzerland
$1.13M +$18.5K +414 +2%
FB
40
Fulton Bank
Pennsylvania
$1.06M -$118K -2,640 -10%
MAM
41
Martingale Asset Management
Massachusetts
$930K +$26.8K +600 +3%
First Manhattan
42
First Manhattan
New York
$837K -$180K -4,031 -18%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$825K -$36.9K -826 -4%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$820K +$23K +514 +3%
Allspring Global Investments
45
Allspring Global Investments
North Carolina
$806K +$724K +16,199 +887%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$796K -$11.2K -251 -1%
State of Wisconsin Investment Board
47
State of Wisconsin Investment Board
Wisconsin
$688K -$25.9K -580 -4%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$675K +$123K +2,746 +22%
GRP
49
Global Retirement Partners
California
$672K +$158K +3,531 +28%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$646K +$65.7K +1,469 +11%

YORW Hedge Fund Activity: Q1 2023 in Review

144 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q1 2023, worth a combined $309M — up 8.6% from $284M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new YORW positions and 7 closed out — a net gain of 13 holders — while 49 added to existing stakes and 35 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $1.49M. The largest seller was Victory Capital Management, cutting an estimated $2.68M.

  • 144 institutional investors held York Water (YORW) as of Q1 2023, up from 134 in Q4 2022.
  • Funds reported $309M of York Water stock for Q1 2023, up 8.6% quarter-over-quarter.
  • 20 funds opened new York Water positions in Q1 2023 and 7 closed out, a net change of +13 holders.
  • The largest York Water buyer in Q1 2023 was AQR Capital Management, an estimated $1.49M added.
  • The largest York Water seller in Q1 2023 was Victory Capital Management, an estimated $2.68M sold.

Based on aggregated 13F filings for Q1 2023.