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York Water

142 hedge funds and large institutions have $287M invested in York Water in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $264K | Put options by funds: $66K

64% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 33

0.15% more ownership

Funds ownership: 48.39%48.54% (+0.15%)

1% less funds holding

Funds holding: 144142 (-2)

7% less capital invested

Capital invested by funds: $309M → $287M (-$22.1M)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
142
Holders Change
-2
Holders Change %
-1.39%
% of All Funds
2.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
54
Reduced
33
Closed
15
Calls
$264K
Puts
$66K
Net Calls
+$198K
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$1.69M -$443K -10,200 -20%
UBS Group
27
UBS Group
Switzerland
$1.62M +$140K +3,237 +9%
TA
28
Teton Advisors
New York
$1.58M
Goldman Sachs
29
Goldman Sachs
New York
$1.5M +$135K +3,118 +9%
PCM
30
Penn Capital Management
Pennsylvania
$1.48M -$120K -2,775 -7%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$1.42M -$582K -13,400 -28%
QC
32
Quadrature Capital
United Kingdom
$1.41M -$694 -16 -0%
Millennium Management
33
Millennium Management
New York
$1.41M +$1.11M +25,507 +299%
Swiss National Bank
34
Swiss National Bank
Switzerland
$1.27M
LPL Financial
35
LPL Financial
California
$1.1M +$20K +460 +2%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$1.09M +$346K +7,981 +43%
CHAM
37
Clear Harbor Asset Management
Connecticut
$1.08M -$130K -3,000 -10%
CS
38
Credit Suisse
Switzerland
$1.03M -$11.6K -268 -1%
FB
39
Fulton Bank
Pennsylvania
$978K
First Manhattan
40
First Manhattan
New York
$905K +$139K +3,200 +17%
Tudor Investment Corp
41
Tudor Investment Corp
Connecticut
$896K -$261K -6,005 -22%
MAM
42
Martingale Asset Management
Massachusetts
$859K
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$762K
Allspring Global Investments
44
Allspring Global Investments
North Carolina
$724K -$20.9K -482 -3%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$714K -$22K -506 -3%
Wells Fargo
46
Wells Fargo
California
$672K +$122K +2,808 +21%
GRP
47
Global Retirement Partners
California
$662K
SAM
48
Storebrand Asset Management
Norway
$659K +$267K +6,157 +63%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$627K +$3.38K +78 +0.5%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$620K -$549K -12,638 -46%

YORW Hedge Fund Activity: Q2 2023 in Review

142 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q2 2023, worth a combined $287M — down 7.2% from $309M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of YORW and 13 opened new positions — a net loss of 2 holders — while 33 trimmed existing stakes and 54 added.

The largest buyer was BlackRock, adding an estimated $3.76M. The largest seller was Vanguard Group, cutting an estimated $5.19M.

  • 142 institutional investors held York Water (YORW) as of Q2 2023, down from 144 in Q1 2023.
  • Funds reported $287M of York Water stock for Q2 2023, down 7.2% quarter-over-quarter.
  • 13 funds opened new York Water positions in Q2 2023 and 15 closed out, a net change of -2 holders.
  • The largest York Water buyer in Q2 2023 was BlackRock, an estimated $3.76M added.
  • The largest York Water seller in Q2 2023 was Vanguard Group, an estimated $5.19M sold.

Based on aggregated 13F filings for Q2 2023.