York Water
YORW
144 hedge funds and large institutions have $287M invested in York Water in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 55 reducing their positions, and 14 closing their positions.
57% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 14
8% more capital invested
Capital invested by funds: $265M → $287M (+$21.2M)
5% more funds holding
Funds holding: 137 → 144 (+7)
2.37% more ownership
Funds ownership: 49.46% → 51.82% (+2.4%)
25% less call options, than puts
Call options by funds: $107K | Put options by funds: $142K
27% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.73M |
| 2 |
BlackRock
New York
|
+$2.85M |
| 3 |
ZP
Zimmer Partners
New York
|
+$960K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$819K |
| 5 |
LPL Financial
San Diego,
California
|
+$808K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$1.01M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$725K |
| 3 |
Renaissance Technologies
New York
|
-$678K |
| 4 |
WC
Wexford Capital
West Palm Beach,
Florida
|
-$638K |
| 5 |
KBC Group
Brussels,
Belgium
|
-$512K |
YORW Hedge Fund Activity: Q4 2023 in Review
144 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q4 2023, worth a combined $287M — up 8% from $265M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new YORW positions and 14 closed out — a net gain of 8 holders — while 40 added to existing stakes and 55 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.73M. The largest seller was Millennium Management, cutting an estimated $1.01M.
- 144 institutional investors held York Water (YORW) as of Q4 2023, up from 137 in Q3 2023.
- Funds reported $287M of York Water stock for Q4 2023, up 8% quarter-over-quarter.
- 22 funds opened new York Water positions in Q4 2023 and 14 closed out, a net change of +8 holders.
- The largest York Water buyer in Q4 2023 was Morgan Stanley, an estimated $7.73M added.
- The largest York Water seller in Q4 2023 was Millennium Management, an estimated $1.01M sold.
Based on aggregated 13F filings for Q4 2023.