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York Water

131 hedge funds and large institutions have $256M invested in York Water in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $15K | Put options by funds: $7K

63% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 30

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

3% more funds holding

Funds holding: 127131 (+4)

1.4% more ownership

Funds ownership: 45.34%46.74% (+1.4%)

2% less capital invested

Capital invested by funds: $262M → $256M (-$5.3M)

Holders
131
Holders Change
+4
Holders Change %
+3.15%
% of All Funds
2.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
49
Reduced
30
Closed
13
Calls
$15K
Puts
$7K
Net Calls
+$8K
Net Calls Change
+$8K
Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
101
Allspring Global Investments
North Carolina
$70K -$8.67K -202 -10%
US Bancorp
102
US Bancorp
Minnesota
$68K +$71.6K +1,669 +1,703%
QT
103
Quantbot Technologies
New York
$66K +$57.1K +1,332 +333%
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$65K
SPIA
105
Steward Partners Investment Advisory
New York
$59K +$5.79K +135 +10%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$58K -$109K -2,534 -63%
GI
107
Gradient Investments
Minnesota
$56K
AIP
108
Ameritas Investment Partners
Nebraska
$44K
CCA
109
Column Capital Advisors
Indiana
$38K
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$35.2K
QCG
111
Quadrant Capital Group
Ohio
$33K +$27.1K +632 +295%
AIM
112
Arcadia Investment Management
Michigan
$31K
Barclays
113
Barclays
United Kingdom
$24K -$3.3K -77 -11%
Citigroup
114
Citigroup
New York
$22K -$28.7K -670 -54%
PHK
115
Point72 Hong Kong
Hong Kong
$22K +$24.2K +564 New
Canada Life
116
Canada Life
Manitoba, Canada
$20K
HPC
117
HM Payson & Co
Maine
$16K
CTC
118
Central Trust Company
Missouri
$15K
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$13K
CSB
120
City State Bank
Iowa
$13K
GWM
121
Geneos Wealth Management
Colorado
$11K -$135K -3,150 -91%
TWA
122
TCI Wealth Advisors
Arizona
$8K
S
123
SignatureFD
Georgia
$7K +$772 +18 +11%
GEA
124
Glen Eagle Advisors
New Jersey
$6.25K -$3.52K -82 -33%
VNA
125
Valley National Advisers
Pennsylvania
$6K

YORW Hedge Fund Activity: Q3 2022 in Review

131 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q3 2022, worth a combined $256M — down 2% from $262M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new YORW positions and 13 closed out — a net gain of 4 holders — while 49 added to existing stakes and 30 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.49M. The largest seller was BlackRock, cutting an estimated $1.72M.

  • 131 institutional investors held York Water (YORW) as of Q3 2022, up from 127 in Q2 2022.
  • Funds reported $256M of York Water stock for Q3 2022, down 2% quarter-over-quarter.
  • 17 funds opened new York Water positions in Q3 2022 and 13 closed out, a net change of +4 holders.
  • The largest York Water buyer in Q3 2022 was Vanguard Group, an estimated $2.49M added.
  • The largest York Water seller in Q3 2022 was BlackRock, an estimated $1.72M sold.

Based on aggregated 13F filings for Q3 2022.