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York Water

144 hedge funds and large institutions have $309M invested in York Water in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

439% more call options, than puts

Call options by funds: $264K | Put options by funds: $49K

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

40% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 35

9% more capital invested

Capital invested by funds: $284M → $309M (+$24.5M)

7% more funds holding

Funds holding: 134144 (+10)

1.4% more ownership

Funds ownership: 46.99%48.39% (+1.4%)

Holders
144
Holders Change
+10
Holders Change %
+7.46%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
49
Reduced
35
Closed
7
Calls
$264K
Puts
$49K
Net Calls
+$215K
Net Calls Change
+$160K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$192K -$72.3K -1,616 -27%
CSS
102
Cubist Systematic Strategies
Connecticut
$166K -$58.4K -1,305 -26%
AAP
103
Arax Advisory Partners
Colorado
$166K +$268 +6 +0.2%
DZ Bank
104
DZ Bank
Germany
$148K
BAM
105
Belpointe Asset Management
Nevada
$146K +$447 +10 +0.3%
CAM
106
Costello Asset Management
Pennsylvania
$144K
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$127K +$51.2K +1,146 +67%
AB
108
Amalgamated Bank
New York
$89K -$13.3K -297 -13%
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$66.5K
GI
110
Gradient Investments
Minnesota
$65.7K
SPIA
111
Steward Partners Investment Advisory
New York
$62.6K
Canada Life
112
Canada Life
Manitoba, Canada
$61K +$20.2K +452 +49%
Citigroup
113
Citigroup
New York
$54.1K +$32.3K +723 +148%
AIP
114
Ameritas Investment Partners
Nebraska
$51.7K
CCA
115
Column Capital Advisors
Indiana
$44.7K
QT
116
Quantbot Technologies
New York
$42.2K -$74.3K -1,662 -64%
AIM
117
Arcadia Investment Management
Michigan
$35.8K
MLICM
118
Metropolitan Life Insurance Company (MetLife)
New York
$34.4K -$6.53K -146 -16%
PMEF
119
Point72 Middle East FZE
United Arab Emirates
$34K +$34K +760 New
QCG
120
Quadrant Capital Group
Ohio
$33.6K -$10K -224 -23%
DAM
121
Delta Asset Management
Tennessee
$32.8K -$5.19K -116 -14%
DWA
122
Dorsey Wright & Associates
California
$22.6K -$2.55K -57 -10%
HPC
123
HM Payson & Co
Maine
$18.3K
CTC
124
Central Trust Company
Missouri
$17.9K
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$15K

YORW Hedge Fund Activity: Q1 2023 in Review

144 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q1 2023, worth a combined $309M — up 8.6% from $284M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new YORW positions and 7 closed out — a net gain of 13 holders — while 49 added to existing stakes and 35 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $1.49M. The largest seller was Victory Capital Management, cutting an estimated $2.68M.

  • 144 institutional investors held York Water (YORW) as of Q1 2023, up from 134 in Q4 2022.
  • Funds reported $309M of York Water stock for Q1 2023, up 8.6% quarter-over-quarter.
  • 20 funds opened new York Water positions in Q1 2023 and 7 closed out, a net change of +13 holders.
  • The largest York Water buyer in Q1 2023 was AQR Capital Management, an estimated $1.49M added.
  • The largest York Water seller in Q1 2023 was Victory Capital Management, an estimated $2.68M sold.

Based on aggregated 13F filings for Q1 2023.