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York Water

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: 122130 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
76
VOYA Investment Management
Georgia
$288K +$6.11K +128 +2%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$286K -$1.65M -34,561 -86%
AC
78
Addison Capital
Pennsylvania
$283K +$33.3K +699 +14%
MIM
79
MetLife Investment Management
New Jersey
$254K
Osaic Holdings
80
Osaic Holdings
Arizona
$251K +$56.9K +1,192 +31%
AAS
81
Annex Advisory Services
Wisconsin
$251K +$241K +5,048 New
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$236K +$38.8K +813 +21%
SAM
83
Shell Asset Management
Netherlands
$235K +$225K +4,722 New
TCA
84
Tortoise Capital Advisors
Kansas
$233K +$239 +5 +0.1%
PP
85
PDT Partners
New York
$231K -$26.4K -554 -11%
PCM
86
Palisade Capital Management
New Jersey
$229K
Kovitz Investment Group Partners
87
Kovitz Investment Group Partners
Illinois
$214K
UBS AM
88
UBS AM
Illinois
$203K -$538K -11,286 -73%
Canada Pension Plan Investment Board
89
Canada Pension Plan Investment Board
Ontario, Canada
$199K +$191K +4,000 New
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$180K -$3.1K -65 -2%
Citigroup
91
Citigroup
New York
$177K +$87.5K +1,834 +106%
CAM
92
Costello Asset Management
Pennsylvania
$176K
BAM
93
Belpointe Asset Management
Nevada
$165K +$5.25K +110 +3%
MLICM
94
Metropolitan Life Insurance Company (MetLife)
New York
$162K -$44.1K -924 -22%
GWM
95
Geneos Wealth Management
Colorado
$157K
TIS
96
Tortoise Index Solutions
Kansas
$154K +$24.4K +511 +20%
SG Americas Securities
97
SG Americas Securities
New York
$114K -$180K -3,776 -62%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$108K +$22.2K +466 +27%
GI
99
Gradient Investments
Minnesota
$102K -$5.06K -106 -5%
Zurich Cantonal Bank
100
Zurich Cantonal Bank
Switzerland
$85K

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.