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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
MCM
51
Manchester Capital Management
Vermont
$592K – – –
CFO
52
Collective Family Office
Pennsylvania
$576K -$152K -3,395 -21%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$558K +$82.7K +1,852 +18%
CS
54
Credit Suisse
Switzerland
$554K +$89.7K +2,009 +19%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$549K -$79.1K -1,772 -13%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$547K -$1.52K -34 -0.3%
JP Morgan Chase
57
JP Morgan Chase
New York
$528K -$634K -14,202 -55%
EM
58
ELCO Management
New York
$527K -$19.6K -438 -4%
Jane Street
59
Jane Street
New York
$522K +$518K +11,601 New
QC
60
Quadrature Capital
United Kingdom
$510K +$507K +11,366 New
GRP
61
Global Retirement Partners
California
$508K – – –
BCM
62
Brown Capital Management
Maryland
$506K – – –
Principal Financial Group
63
Principal Financial Group
Iowa
$504K +$109K +2,436 +28%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$448K +$446 +10 +0.1%
Public Employees Retirement Association of Colorado
65
Public Employees Retirement Association of Colorado
Colorado
$424K – – –
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$420K – – –
SGI
67
Summit Global Investments
Utah
$418K -$201K -4,500 -33%
Creative Planning
68
Creative Planning
Kansas
$414K -$11.1K -249 -3%
WT
69
Whittier Trust
California
$405K – – –
RPCONE
70
Retirement Planning Company of New England
Rhode Island
$382K +$41.6K +931 +12%
FCI
71
Financial Counselors Inc
Kansas
$376K – – –
AllianceBernstein
72
AllianceBernstein
Tennessee
$338K -$245K -5,487 -42%
HF
73
HRT Financial
New York
$335K +$333K +7,466 New
MIM
74
MetLife Investment Management
New Jersey
$335K +$104K +2,334 +46%
Norges Bank
75
Norges Bank
Norway
$334K – – –
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.