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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
CSB
126
City State Bank
Iowa
$15K
TRCT
127
Tower Research Capital (TRC)
New York
$15K +$9.84K +220 +175%
GWM
128
Geneos Wealth Management
Colorado
$13.7K
GEA
129
Glen Eagle Advisors
New Jersey
$8K
S
130
SignatureFD
Georgia
$7.78K
VNA
131
Valley National Advisers
Pennsylvania
$7K
BCMLT
132
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.21K
FFA
133
Farther Finance Advisors
California
$3.4K +$3.4K +76 New
LC
134
Lindbrook Capital
California
$2.37K +$671 +15 +39%
US Bancorp
135
US Bancorp
Minnesota
$1.97K +$1.61K +36 +450%
HI
136
Harbour Investments
Wisconsin
$1.79K
Nisa Investment Advisors
137
Nisa Investment Advisors
Missouri
$1K -$268 -6 -19%
AF
138
Allworth Financial
California
$492
BAAM
139
Baker Avenue Asset Management
California
$492
2L
140
25 LLC
Missouri
$472 +$492 +11 New
Commonwealth Equity Services
141
Commonwealth Equity Services
Massachusetts
$438 -$8.09K -181 -2%
PA
142
Parallel Advisors
California
$234
SOW
143
State of Wyoming
Wyoming
$224
Point72 Asset Management
144
Point72 Asset Management
Connecticut
$45 +$45 +1 New
Verition Fund Management
145
Verition Fund Management
Connecticut
-$2.15M -47,800 Closed
GCP
146
GSA Capital Partners
United Kingdom
-$421K -9,351 Closed
Man Group
147
Man Group
United Kingdom
-$311K -6,913 Closed
TCA
148
Tortoise Capital Advisors
Kansas
-$230K -5,120 Closed
Simplex Trading
149
Simplex Trading
Illinois
-$4K -104 Closed
NA
150
NewEdge Advisors
Louisiana
-$4.5K -100 Closed

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.