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York Water
YORW

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: 133 → 127 (-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
–

Top Buyers

Rank Fund Capital Flow
1
ZP
Zimmer Partners
New York
+$23.8M
2
BlackRock
BlackRock
New York
+$8.95M
3
Morgan Stanley
Morgan Stanley
New York
+$3.09M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$2.61M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$1.9M

Top Sellers

Rank Fund Capital Flow
1
GC
Gratus Capital
Georgia
-$837K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$624K
3
Renaissance Technologies
Renaissance Technologies
New York
-$575K
4
Jane Street
Jane Street
New York
-$522K
5
Principal Financial Group
Principal Financial Group
Iowa
-$504K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
126
Gratus Capital
Georgia
– -$837K -18,618 Closed
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
– -$624K -13,873 Closed
Jane Street
128
Jane Street
New York
– -$522K -11,601 Closed
Principal Financial Group
129
Principal Financial Group
Iowa
– -$504K -11,216 Closed
HF
130
HRT Financial
New York
– -$335K -7,466 Closed
Assenagon Asset Management
131
Assenagon Asset Management
Luxembourg
– -$300K -6,675 Closed
AC
132
Addison Capital
Pennsylvania
– -$269K -5,990 Closed
Qube Research & Technologies (QRT)
133
Qube Research & Technologies (QRT)
United Kingdom
– -$245K -5,446 Closed
GCP
134
GSA Capital Partners
United Kingdom
– -$233K -5,190 Closed
Kovitz Investment Group Partners
135
Kovitz Investment Group Partners
Illinois
– -$207K -4,600 Closed
PCM
136
Palisade Capital Management
New Jersey
– -$207K -4,600 Closed
Nisa Investment Advisors
137
Nisa Investment Advisors
Missouri
– -$59K -1,310 Closed
ACM
138
Aquatic Capital Management
Illinois
– -$31K -700 Closed
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
– -$4K -80 Closed
C
140
Covestor
United Kingdom
– -$364 -9 -53%
Simplex Trading
141
Simplex Trading
Illinois
– +$162 +4 New
SOW
142
State of Wyoming
Wyoming
– +$162 +4 New
2 3 4 5
6

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.