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York Water

137 hedge funds and large institutions have $265M invested in York Water in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 46

0.92% more ownership

Funds ownership: 48.54%49.46% (+0.92%)

4% less funds holding

Funds holding: 142137 (-5)

7% less capital invested

Capital invested by funds: $287M → $265M (-$21.2M)

35% less call options, than puts

Call options by funds: $71K | Put options by funds: $109K

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
137
Holders Change
-5
Holders Change %
-3.52%
% of All Funds
2.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
53
Reduced
46
Closed
13
Calls
$71K
Puts
$109K
Net Calls
-$38K
Net Calls Change
-$236K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$55.7K
GI
102
Gradient Investments
Minnesota
$55.1K
AIP
103
Ameritas Investment Partners
Nebraska
$52.7K +$10.2K +249 +22%
KC
104
Kepos Capital
New York
$52K +$2.53K +62 +5%
QT
105
Quantbot Technologies
New York
$49.9K -$44.6K -1,093 -45%
LSA
106
Leonteq Securities AG
Switzerland
$45K
Nisa Investment Advisors
107
Nisa Investment Advisors
Missouri
$38.8K +$41.3K +1,010 +4,040%
CCA
108
Column Capital Advisors
Indiana
$37.5K
MLICM
109
Metropolitan Life Insurance Company (MetLife)
New York
$35.1K +$6.82K +167 +22%
ACM
110
Aquatic Capital Management
Illinois
$30K -$49K -1,200 -60%
AIM
111
Arcadia Investment Management
Michigan
$30K
SPIA
112
Steward Partners Investment Advisory
New York
$26.3K +$82 +2 +0.3%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$23K +$8.09K +198 +47%
DAM
114
Delta Asset Management
Tennessee
$23K -$4.9K -120 -16%
DWA
115
Dorsey Wright & Associates
California
$20.4K -$776 -19 -3%
HPC
116
HM Payson & Co
Maine
$15.4K
CTC
117
Central Trust Company
Missouri
$15K
Qube Research & Technologies (QRT)
118
Qube Research & Technologies (QRT)
United Kingdom
$14.2K +$15.5K +380 New
TRCT
119
Tower Research Capital (TRC)
New York
$13.3K -$939 -23 -6%
CSB
120
City State Bank
Iowa
$13K
GWM
121
Geneos Wealth Management
Colorado
$11.5K
Citigroup
122
Citigroup
New York
$10.2K -$200K -4,900 -95%
S
123
SignatureFD
Georgia
$8.21K +$531 +13 +6%
PA
124
Parallel Advisors
California
$7.02K +$7.43K +182 +3,640%
GEA
125
Glen Eagle Advisors
New Jersey
$6.72K -$41 -1 -0.6%

YORW Hedge Fund Activity: Q3 2023 in Review

137 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q3 2023, worth a combined $265M — down 7.4% from $287M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of YORW and 8 opened new positions — a net loss of 5 holders — while 46 trimmed existing stakes and 53 added.

The largest buyer was BlackRock, adding an estimated $3.08M. The largest seller was Citadel Advisors, cutting an estimated $1.34M.

  • 137 institutional investors held York Water (YORW) as of Q3 2023, down from 142 in Q2 2023.
  • Funds reported $265M of York Water stock for Q3 2023, down 7.4% quarter-over-quarter.
  • 8 funds opened new York Water positions in Q3 2023 and 13 closed out, a net change of -5 holders.
  • The largest York Water buyer in Q3 2023 was BlackRock, an estimated $3.08M added.
  • The largest York Water seller in Q3 2023 was Citadel Advisors, an estimated $1.34M sold.

Based on aggregated 13F filings for Q3 2023.