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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
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$334K -$112K -2,499 -25%
Norges Bank
77
Norges Bank
Norway
$332K -$1.31M -29,400 -80%
Mariner
78
Mariner
Kansas
$328K +$6.57K +147 +2%
Victory Capital Management
79
Victory Capital Management
Texas
$323K -$2.68M -59,947 -89%
Barclays
80
Barclays
United Kingdom
$321K +$151K +3,382 +89%
PP
81
PDT Partners
New York
$314K +$314K +7,020 New
M&T Bank
82
M&T Bank
New York
$313K
JF
83
Jump Financial
Illinois
$313K +$313K +7,000 New
AIG
84
American International Group
New York
$306K +$6.17K +138 +2%
AllianceBernstein
85
AllianceBernstein
Tennessee
$295K
Acadian Asset Management
86
Acadian Asset Management
Massachusetts
$295K
SG Americas Securities
87
SG Americas Securities
New York
$285K +$285K +6,365 New
ZIM
88
Zacks Investment Management
Illinois
$276K +$32.5K +726 +13%
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$275K
Janus Henderson Group
90
Janus Henderson Group
United Kingdom
$269K +$269K +6,022 New
VOYA Investment Management
91
VOYA Investment Management
Georgia
$264K
Squarepoint
92
Squarepoint
New York
$253K +$253K +5,664 New
EI
93
Ethic Inc
New York
$247K +$247K +5,531 New
AIMCA
94
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$224K +$224K +5,001 New
BP
95
Ballentine Partners
Massachusetts
$222K +$223K +4,977 New
PAM
96
Panagora Asset Management
Massachusetts
$218K +$218K +4,882 New
EI
97
Ellevest Inc
New York
$215K +$69.1K +1,545 +47%
PAMS
98
Pictet Asset Management (Switzerland)
Switzerland
$208K
PCM
99
Palisade Capital Management
New Jersey
$206K
Osaic Holdings
100
Osaic Holdings
Arizona
$200K -$9.84K -220 -5%

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.