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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
AIG
76
American International Group
New York
$268K +$6.96K +172 +3%
OC
77
Oppenheimer & Co
New York
$266K – – –
UBS AM
78
UBS AM
Illinois
$266K +$266K +6,567 New
Manulife (Manufacturers Life Insurance)
79
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$259K +$10.1K +250 +4%
QC
80
Quadrature Capital
United Kingdom
$258K -$202K -4,988 -44%
SAM
81
Shell Asset Management
Netherlands
$254K +$87.7K +2,167 +53%
VOYA Investment Management
82
VOYA Investment Management
Georgia
$238K -$8.9K -220 -4%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$214K +$102K +2,510 +90%
TCA
84
Tortoise Capital Advisors
Kansas
$213K +$22K +543 +11%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$163K +$39.2K +968 +32%
AAP
86
Arax Advisory Partners
Colorado
$149K +$149K +3,688 New
GWM
87
Geneos Wealth Management
Colorado
$142K – – –
BAM
88
Belpointe Asset Management
Nevada
$134K +$445 +11 +0.3%
Osaic Holdings
89
Osaic Holdings
Arizona
$132K -$65.4K -1,615 -33%
TIS
90
Tortoise Index Solutions
Kansas
$132K -$4.53K -112 -3%
CAM
91
Costello Asset Management
Pennsylvania
$130K – – –
TRCT
92
Tower Research Capital (TRC)
New York
$100K -$162K -4,010 -62%
KC
93
Kepos Capital
New York
$99K +$40.2K +993 +68%
AB
94
Amalgamated Bank
New York
$91K +$13.7K +338 +18%
Allspring Global Investments
95
Allspring Global Investments
North Carolina
$82K +$82.4K +2,035 +203,500%
Zurich Cantonal Bank
96
Zurich Cantonal Bank
Switzerland
$69K – – –
GI
97
Gradient Investments
Minnesota
$59K -$23.5K -581 -28%
SPIA
98
Steward Partners Investment Advisory
New York
$57K – – –
Citigroup
99
Citigroup
New York
$50K +$12.5K +309 +33%
AIP
100
Ameritas Investment Partners
Nebraska
$46K – – –
2 3
4
5 6

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.