York Water
YORW
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.
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: 122 → 130 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$3.25M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
+$1.43M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$1.16M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$958K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$864K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$3.56M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$1.65M |
| 3 |
Renaissance Technologies
New York
|
-$1.49M |
| 4 |
HF
HRT Financial
New York
|
-$903K |
| 5 |
Bank of New York Mellon
New York
|
-$771K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
126
Parallel Advisors
San Francisco,
California
| $1K | -$8.44K | -177 | -89% |
|
|
LC
127
Lindbrook Capital
Calabasas,
California
| $1K | -$1.34K | -28 | -70% |
|
|
C
128
Covestor
London,
United Kingdom
| $1K | +$763 | +16 | New |
|
129
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $383 | -$19.4K | -407 | -5% |
|
|
HF
130
HRT Financial
New York
| – | -$903K | -20,682 | Closed |
|
|
BP
131
BBR Partners
New York
| – | -$410K | -9,386 | Closed |
|
132
Stifel Financial
St. Louis,
Missouri
| – | -$218K | -5,000 | Closed |
|
133
Jane Street
New York
| – | -$201K | -4,593 | Closed |
|
|
FIA
134
FNY Investment Advisers
New York
| – | -$179K | -4,100 | Closed |
|
135
Bessemer Group
Woodbridge,
New Jersey
| – | -$33K | -750 | Closed |
|
|
M
136
MOTCO
San Antonio,
Texas
| – | -$11K | -248 | Closed |
|
137
Allspring Global Investments
Charlotte,
North Carolina
| – | +$48 | +1 | 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.