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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
CFA
101
Carroll Financial Associates
North Carolina
$76K
PI
102
PEAK6 Investments
Illinois
$73K +$70.2K +1,472 New
SPIA
103
Steward Partners Investment Advisory
New York
$70K
Nisa Investment Advisors
104
Nisa Investment Advisors
Missouri
$69K +$63.4K +1,330 +665%
DAM
105
Delta Asset Management
Tennessee
$62K
AIP
106
Ameritas Investment Partners
Nebraska
$58K
CCA
107
Column Capital Advisors
Indiana
$50K
AIM
108
Arcadia Investment Management
Michigan
$40K
SWM
109
Selective Wealth Management
Virginia
$40K
Canada Life
110
Canada Life
Manitoba, Canada
$26K
ACM
111
Aquatic Capital Management
Illinois
$25K +$23.9K +500 New
CTC
112
Central Trust Company
Missouri
$20K
HPC
113
HM Payson & Co
Maine
$20K
CT
114
Caldwell Trust
Florida
$19.9K
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$17K +$16.1K +337 New
CSB
116
City State Bank
Iowa
$17K +$16.2K +340 New
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$15K +$572 +12 +4%
SFM
118
Signet Financial Management
New Jersey
$15K +$14.3K +300 New
GEA
119
Glen Eagle Advisors
New Jersey
$12.2K +$3.86K +81 +49%
TRCT
120
Tower Research Capital (TRC)
New York
$11K -$14.2K -297 -57%
TWA
121
TCI Wealth Advisors
Arizona
$10K
QCG
122
Quadrant Capital Group
Ohio
$6K +$3.67K +77 +164%
EI
123
Ellevest Inc
New York
$4K -$3.1K -65 -46%
S
124
SignatureFD
Georgia
$4K +$525 +11 +15%
CA
125
CoreCap Advisors
Michigan
$2K +$1.91K +40 New

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.