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York Water

137 hedge funds and large institutions have $265M invested in York Water in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 46

0.92% more ownership

Funds ownership: 48.54%49.46% (+0.92%)

4% less funds holding

Funds holding: 142137 (-5)

7% less capital invested

Capital invested by funds: $287M → $265M (-$21.2M)

35% less call options, than puts

Call options by funds: $71K | Put options by funds: $109K

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
137
Holders Change
-5
Holders Change %
-3.52%
% of All Funds
2.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
53
Reduced
46
Closed
13
Calls
$71K
Puts
$109K
Net Calls
-$38K
Net Calls Change
-$236K
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
76
AllianceBernstein
Tennessee
$294K +$7.35K +180 +2%
MIM
77
MetLife Investment Management
New Jersey
$291K
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$281K +$1.51K +37 +0.5%
Norges Bank
79
Norges Bank
Norway
$278K
AIG
80
American International Group
New York
$267K +$10.4K +254 +4%
D.E. Shaw & Co
81
D.E. Shaw & Co
New York
$266K -$157K -3,834 -35%
VOYA Investment Management
82
VOYA Investment Management
Georgia
$257K +$7.15K +175 +3%
CCM
83
Cullen Capital Management
New York
$250K +$273K +6,676 New
KAS
84
Kestra Advisory Services
Texas
$250K +$272K +6,656 New
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$237K
Janus Henderson Group
86
Janus Henderson Group
United Kingdom
$226K +$41 +1 +0%
PP
87
PDT Partners
New York
$212K
EI
88
Ethic Inc
New York
$207K -$14.7K -361 -6%
ZIM
89
Zacks Investment Management
Illinois
$204K -$245 -6 -0.1%
Barclays
90
Barclays
United Kingdom
$196K -$12.4K -304 -5%
Osaic Holdings
91
Osaic Holdings
Arizona
$159K +$7.8K +191 +5%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$149K -$122K -2,993 -43%
AAP
93
Arax Advisory Partners
Colorado
$140K +$368 +9 +0.2%
DZ Bank
94
DZ Bank
Germany
$124K
Zurich Cantonal Bank
95
Zurich Cantonal Bank
Switzerland
$107K
CAM
96
Costello Asset Management
Pennsylvania
$102K -$20.4K -500 -15%
AB
97
Amalgamated Bank
New York
$82K
Canada Life
98
Canada Life
Manitoba, Canada
$68K +$63.2K +1,548 +586%
QCG
99
Quadrant Capital Group
Ohio
$60.3K +$18.5K +452 +39%
MHR
100
Matthew Hamilton Rosenberg
$56.2K +$61.3K +1,500 New

YORW Hedge Fund Activity: Q3 2023 in Review

137 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q3 2023, worth a combined $265M — down 7.4% from $287M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of YORW and 8 opened new positions — a net loss of 5 holders — while 46 trimmed existing stakes and 53 added.

The largest buyer was BlackRock, adding an estimated $3.08M. The largest seller was Citadel Advisors, cutting an estimated $1.34M.

  • 137 institutional investors held York Water (YORW) as of Q3 2023, down from 142 in Q2 2023.
  • Funds reported $265M of York Water stock for Q3 2023, down 7.4% quarter-over-quarter.
  • 8 funds opened new York Water positions in Q3 2023 and 13 closed out, a net change of -5 holders.
  • The largest York Water buyer in Q3 2023 was BlackRock, an estimated $3.08M added.
  • The largest York Water seller in Q3 2023 was Citadel Advisors, an estimated $1.34M sold.

Based on aggregated 13F filings for Q3 2023.