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York Water
YORW

127 hedge funds and large institutions have $262M invested in York Water in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 31

8% more capital invested

Capital invested by funds: $243M → $262M (+$18.8M)

4.09% more ownership

Funds ownership: 41.25% → 45.34% (+4.1%)

5% less funds holding

Funds holding: 133 → 127 (-6)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
127
Holders Change
-6
Holders Change %
-4.51%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
49
Reduced
31
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ZP
Zimmer Partners
New York
+$23.8M
2
BlackRock
BlackRock
New York
+$8.95M
3
Morgan Stanley
Morgan Stanley
New York
+$3.09M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$2.61M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$1.9M

Top Sellers

Rank Fund Capital Flow
1
GC
Gratus Capital
Georgia
-$837K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$624K
3
Renaissance Technologies
Renaissance Technologies
New York
-$575K
4
Jane Street
Jane Street
New York
-$522K
5
Principal Financial Group
Principal Financial Group
Iowa
-$504K
Name Holding Trade Value Shares
Change 		Change in
Stake
Man Group
51
Man Group
United Kingdom
$501K – – –
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$492K -$75.8K -1,873 -13%
PAM
53
Panagora Asset Management
Massachusetts
$483K -$159K -3,925 -25%
EM
54
ELCO Management
New York
$473K – – –
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$472K -$19.7K -486 -4%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$464K -$28.9K -714 -6%
BCM
57
Brown Capital Management
Maryland
$455K – – –
Wells Fargo
58
Wells Fargo
California
$449K -$199K -4,914 -31%
SGI
59
Summit Global Investments
Utah
$449K +$72.8K +1,800 +19%
RPCONE
60
Retirement Planning Company of New England
Rhode Island
$412K +$69.3K +1,713 +20%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$402K -$1.25K -31 -0.3%
JP Morgan Chase
62
JP Morgan Chase
New York
$383K -$91.1K -2,251 -19%
Public Employees Retirement Association of Colorado
63
Public Employees Retirement Association of Colorado
Colorado
$381K – – –
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$378K – – –
Creative Planning
65
Creative Planning
Kansas
$372K – – –
WT
66
Whittier Trust
California
$364K – – –
FCI
67
Financial Counselors Inc
Kansas
$337K -$1.42K -35 -0.4%
GWSG
68
GPS Wealth Strategies Group
Colorado
$332K +$90.1K +2,227 +37%
GCM
69
Graham Capital Management
Connecticut
$316K +$316K +7,820 New
AI
70
Atom Investors
Texas
$313K +$18.3K +452 +6%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$306K +$110K +2,711 +56%
AllianceBernstein
72
AllianceBernstein
Tennessee
$302K -$1.21K -30 -0.4%
MIM
73
MetLife Investment Management
New Jersey
$301K – – –
Norges Bank
74
Norges Bank
Norway
$300K – – –
M&T Bank
75
M&T Bank
New York
$283K -$8.09K -200 -3%
1 2
3
4 5

YORW Hedge Fund Activity: Q2 2022 in Review

127 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q2 2022, worth a combined $262M — up 7.7% from $243M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of YORW and 11 opened new positions — a net loss of 4 holders — while 31 trimmed existing stakes and 49 added.

The largest buyer was Zimmer Partners, adding an estimated $23.8M. The largest seller was Gratus Capital, exiting entirely with an estimated $837K sold.

  • 127 institutional investors held York Water (YORW) as of Q2 2022, down from 133 in Q1 2022.
  • Funds reported $262M of York Water stock for Q2 2022, up 7.7% quarter-over-quarter.
  • 11 funds opened new York Water positions in Q2 2022 and 15 closed out, a net change of -4 holders.
  • The largest York Water buyer in Q2 2022 was Zimmer Partners, an estimated $23.8M added.
  • The largest York Water seller in Q2 2022 was Gratus Capital, an estimated $837K sold.

Based on aggregated 13F filings for Q2 2022.