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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
CP
51
CenterBook Partners
Connecticut
$636K +$264K +5,901 +71%
SO
52
STRS Ohio
Ohio
$616K
ST
53
Sageworth Trust
Pennsylvania
$610K
CFO
54
Collective Family Office
Pennsylvania
$607K +$45 +1 +0%
Wells Fargo
55
Wells Fargo
California
$603K +$98.9K +2,211 +20%
EM
56
ELCO Management
New York
$597K +$73.6K +1,647 +14%
MCM
57
Manchester Capital Management
Vermont
$589K
JP Morgan Chase
58
JP Morgan Chase
New York
$583K +$74.9K +1,676 +15%
UBS AM
59
UBS AM
Illinois
$574K +$246K +5,510 +75%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$552K -$17.8K -398 -3%
BCM
61
Brown Capital Management
Maryland
$503K
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$501K +$316K +7,076 +172%
Deutsche Bank
63
Deutsche Bank
Germany
$497K +$118K +2,634 +31%
Teacher Retirement System of Texas
64
Teacher Retirement System of Texas
Texas
$481K +$481K +10,756 New
RPCONE
65
Retirement Planning Company of New England
Rhode Island
$470K -$3.89K -87 -0.8%
SAM
66
Storebrand Asset Management
Norway
$438K -$11.9K -267 -3%
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$423K +$423K +9,460 New
Public Employees Retirement Association of Colorado
68
Public Employees Retirement Association of Colorado
Colorado
$421K
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$407K
WT
70
Whittier Trust
California
$402K
AI
71
Atom Investors
Texas
$388K +$40.5K +905 +12%
Millennium Management
72
Millennium Management
New York
$382K -$276K -6,178 -42%
FCI
73
Financial Counselors Inc
Kansas
$370K -$224 -5 -0.1%
GWSG
74
GPS Wealth Strategies Group
Colorado
$370K +$370K +8,275 New
MIM
75
MetLife Investment Management
New Jersey
$347K

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.