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York Water

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: 133127 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
101
Column Capital Advisors
Indiana
$40K
MLICM
102
Metropolitan Life Insurance Company (MetLife)
New York
$37K
DZ Bank
103
DZ Bank
Germany
$36.4K +$36.4K +900 New
AIM
104
Arcadia Investment Management
Michigan
$32K
SWM
105
Selective Wealth Management
Virginia
$32K
Barclays
106
Barclays
United Kingdom
$29K -$59.2K -1,462 -67%
Canada Life
107
Canada Life
Manitoba, Canada
$21K
EI
108
Ellevest Inc
New York
$17K -$54.8K -1,355 -77%
HPC
109
HM Payson & Co
Maine
$17K
CT
110
Caldwell Trust
Florida
$16.2K
CTC
111
Central Trust Company
Missouri
$16K
QT
112
Quantbot Technologies
New York
$16K +$16.2K +400 New
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$14K -$728 -18 -5%
CSB
114
City State Bank
Iowa
$14K
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$11K +$162 +4 +1%
GEA
116
Glen Eagle Advisors
New Jersey
$9.92K
QCG
117
Quadrant Capital Group
Ohio
$9K +$6.88K +170 +386%
VVP
118
Venture Visionary Partners
Ohio
$8.09K +$8.09K +200 New
TWA
119
TCI Wealth Advisors
Arizona
$8K
VNA
120
Valley National Advisers
Pennsylvania
$6K
S
121
SignatureFD
Georgia
$6K +$526 +13 +9%
US Bancorp
122
US Bancorp
Minnesota
$4K +$3.97K +98 New
LC
123
Lindbrook Capital
California
$3K +$2.23K +55 +190%
CA
124
CoreCap Advisors
Michigan
$2K +$1.66K +41 New
PA
125
Parallel Advisors
California
$1K -$445 -11 -32%

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.