We are live on ! Find out more
YORW icon

York Water
YORW

130 hedge funds and large institutions have $263M invested in York Water in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

14% more capital invested

Capital invested by funds: $230M → $263M (+$32.4M)

7% more funds holding

Funds holding: 122 → 130 (+8)

0.07% more ownership

Funds ownership: 40.24% → 40.31% (+0.07%)

7% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 41

78% less call options, than puts

Call options by funds: $29K | Put options by funds: $129K

Holders
130
Holders Change
+8
Holders Change %
+6.56%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
38
Reduced
41
Closed
7
Calls
$29K
Puts
$129K
Net Calls
-$100K
Net Calls Change
-$546K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.25M
2
Brown Advisory
Brown Advisory
Maryland
+$1.43M
3
Victory Capital Management
Victory Capital Management
Texas
+$1.16M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$958K
5
Invesco
Invesco
Georgia
+$864K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$3.56M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.65M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.49M
4
HF
HRT Financial
New York
-$903K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$771K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$668K -$277K -5,814 -30%
MCM
52
Manchester Capital Management
Vermont
$656K – – –
AllianceBernstein
53
AllianceBernstein
Tennessee
$647K +$111K +2,317 +22%
GRP
54
Global Retirement Partners
California
$623K – – –
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$607K -$68.6K -1,439 -11%
EM
56
ELCO Management
New York
$604K -$239K -5,000 -29%
M&T Bank
57
M&T Bank
New York
$591K -$159K -3,332 -22%
BCM
58
Brown Capital Management
Maryland
$560K – – –
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$526K -$11.4K -240 -2%
CS
60
Credit Suisse
Switzerland
$514K +$18.4K +386 +4%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$496K -$1.38K -29 -0.3%
Creative Planning
62
Creative Planning
Kansas
$471K +$15.9K +334 +4%
Public Employees Retirement Association of Colorado
63
Public Employees Retirement Association of Colorado
Colorado
$469K – – –
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$465K -$47.5K -996 -10%
WT
65
Whittier Trust
California
$448K – – –
Principal Financial Group
66
Principal Financial Group
Iowa
$437K +$106K +2,222 +34%
AI
67
Atom Investors
Texas
$426K +$408K +8,550 New
FCI
68
Financial Counselors Inc
Kansas
$417K -$477 -10 -0.1%
RPCONE
69
Retirement Planning Company of New England
Rhode Island
$376K +$361K +7,569 New
Norges Bank
70
Norges Bank
Norway
$370K – – –
AIG
71
American International Group
New York
$345K -$9.83K -206 -3%
PCM
72
Penn Capital Management
Pennsylvania
$330K – – –
OC
73
Oppenheimer & Co
New York
$326K – – –
GCP
74
GSA Capital Partners
United Kingdom
$307K +$294K +6,172 New
GWSG
75
GPS Wealth Strategies Group
Colorado
$289K +$6.68K +140 +2%
1 2
3
4 5

YORW Hedge Fund Activity: Q4 2021 in Review

130 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q4 2021, worth a combined $263M — up 14% from $230M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new YORW positions and 7 closed out — a net gain of 9 holders — while 38 added to existing stakes and 41 trimmed.

The largest buyer was BlackRock, adding an estimated $3.25M. The largest seller was Millennium Management, cutting an estimated $3.56M.

  • 130 institutional investors held York Water (YORW) as of Q4 2021, up from 122 in Q3 2021.
  • Funds reported $263M of York Water stock for Q4 2021, up 14% quarter-over-quarter.
  • 16 funds opened new York Water positions in Q4 2021 and 7 closed out, a net change of +9 holders.
  • The largest York Water buyer in Q4 2021 was BlackRock, an estimated $3.25M added.
  • The largest York Water seller in Q4 2021 was Millennium Management, an estimated $3.56M sold.

Based on aggregated 13F filings for Q4 2021.