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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
VNA
126
Valley National Advisers
Pennsylvania
$6K
BCMLT
127
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.74K
US Bancorp
128
US Bancorp
Minnesota
$4.46K +$3.31K +81 +213%
LC
129
Lindbrook Capital
California
$2.06K -$1.1K -27 -33%
CAL
130
Capital Advisors Ltd
Ohio
$2K +$2.7K +66 New
PP
131
Pacifica Partners
Canada
$1.85K +$2.04K +50 New
HI
132
Harbour Investments
Wisconsin
$1.5K
MPWT
133
MassMutual Private Wealth & Trust
Connecticut
$675
AF
134
Allworth Financial
California
$413 -$1.02K -25 -69%
BAAM
135
Baker Avenue Asset Management
California
$412
SOW
136
State of Wyoming
Wyoming
$337 +$123 +3 +50%
TWP
137
TFO Wealth Partners
Ohio
$165 +$163 +4 New
Allspring Global Investments
138
Allspring Global Investments
North Carolina
-$724K -17,543 Closed
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
-$620K -15,021 Closed
HF
140
HRT Financial
New York
-$405K -9,818 Closed
Jane Street
141
Jane Street
New York
-$399K -9,671 Closed
Victory Capital Management
142
Victory Capital Management
Texas
-$298K -7,217 Closed
M&T Bank
143
M&T Bank
New York
-$248K -6,012 Closed
EI
144
Ellevest Inc
New York
-$225K -5,441 Closed
Creative Planning
145
Creative Planning
Kansas
-$212K -5,132 Closed
AIMCA
146
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$206K -5,001 Closed
PAM
147
Panagora Asset Management
Massachusetts
-$201K -4,882 Closed
FPF
148
First Pacific Financial
Washington
-$57.8K -1,400 Closed
WTG
149
West Tower Group
Virginia
-$3.26K -79 Closed
2L
150
25 LLC
Missouri
-$510 -12 Closed

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.