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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
CAL
151
Capital Advisors Ltd
Ohio
-$1K -18 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.