York Water
YORW
142 hedge funds and large institutions have $287M invested in York Water in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 15 closing their positions.
300% more call options, than puts
Call options by funds: $264K | Put options by funds: $66K
64% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 33
0.15% more ownership
Funds ownership: 48.39% → 48.54% (+0.15%)
1% less funds holding
Funds holding: 144 → 142 (-2)
7% less capital invested
Capital invested by funds: $309M → $287M (-$22.1M)
13% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$3.76M |
| 2 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$2.11M |
| 3 |
Millennium Management
New York
|
+$1.11M |
| 4 |
Renaissance Technologies
New York
|
+$1.07M |
| 5 |
Morgan Stanley
New York
|
+$899K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$5.19M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$1.47M |
| 3 |
JWWM
Johnson & White Wealth Management
York,
Pennsylvania
|
-$1.31M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$773K |
| 5 |
ZP
Zimmer Partners
New York
|
-$764K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAMS
151
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
| – | -$208K | -4,645 | Closed |
|
|
PCM
152
Palisade Capital Management
Fort Lee,
New Jersey
| – | -$206K | -4,600 | Closed |
|
|
CSS
153
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$166K | -3,724 | Closed |
|
|
BAM
154
Belpointe Asset Management
Reno,
Nevada
| – | -$146K | -3,259 | Closed |
|
|
PMEF
155
Point72 Middle East FZE
Dubai,
United Arab Emirates
| – | -$34K | -760 | Closed |
|
|
FFA
156
Farther Finance Advisors
San Francisco,
California
| – | -$3.4K | -76 | Closed |
|
157
Point72 Asset Management
Stamford,
Connecticut
| – | -$45 | -1 | Closed |
|
YORW Hedge Fund Activity: Q2 2023 in Review
142 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q2 2023, worth a combined $287M — down 7.2% from $309M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of YORW and 13 opened new positions — a net loss of 2 holders — while 33 trimmed existing stakes and 54 added.
The largest buyer was BlackRock, adding an estimated $3.76M. The largest seller was Vanguard Group, cutting an estimated $5.19M.
- 142 institutional investors held York Water (YORW) as of Q2 2023, down from 144 in Q1 2023.
- Funds reported $287M of York Water stock for Q2 2023, down 7.2% quarter-over-quarter.
- 13 funds opened new York Water positions in Q2 2023 and 15 closed out, a net change of -2 holders.
- The largest York Water buyer in Q2 2023 was BlackRock, an estimated $3.76M added.
- The largest York Water seller in Q2 2023 was Vanguard Group, an estimated $5.19M sold.
Based on aggregated 13F filings for Q2 2023.