We are live on ! Find out more
YORW icon

York Water

130 hedge funds and large institutions have $263M invested in York Water in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

14% more capital invested

Capital invested by funds: $230M → $263M (+$32.4M)

7% more funds holding

Funds holding: 122130 (+8)

0.07% more ownership

Funds ownership: 40.24%40.31% (+0.07%)

7% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 41

78% less call options, than puts

Call options by funds: $29K | Put options by funds: $129K

Holders
130
Holders Change
+8
Holders Change %
+6.56%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
38
Reduced
41
Closed
7
Calls
$29K
Puts
$129K
Net Calls
-$100K
Net Calls Change
-$546K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$58.4M +$3.25M +68,062 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$41.9M +$958K +20,093 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$19M -$382K -8,007 -2%
State Street
4
State Street
Massachusetts
$13.4M +$60.7K +1,272 +0.5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$11.6M +$70.5K +1,477 +0.6%
Invesco
6
Invesco
Georgia
$8.47M +$864K +18,120 +12%
Victory Capital Management
7
Victory Capital Management
Texas
$8.44M +$1.16M +24,355 +17%
Renaissance Technologies
8
Renaissance Technologies
New York
$7.18M -$1.49M -31,300 -18%
Northern Trust
9
Northern Trust
Illinois
$7.03M -$134K -2,813 -2%
GF
10
Gabelli Funds
New York
$6.84M -$52.5K -1,100 -0.8%
Charles Schwab
11
Charles Schwab
California
$4.53M +$122K +2,553 +3%
KBC Group
12
KBC Group
Belgium
$4.53M +$89.9K +1,885 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$3.92M -$771K -16,152 -17%
Legal & General Group
14
Legal & General Group
United Kingdom
$3.77M +$430K +9,007 +13%
Bank of America
15
Bank of America
North Carolina
$3.13M -$14.7K -308 -0.5%
PPA
16
Parametric Portfolio Associates
Washington
$2.86M +$53.7K +1,126 +2%
HIA
17
Harbor Investment Advisory
Maryland
$2.8M
N
18
Nuveen
North Carolina
$2.29M -$150K -3,136 -6%
GI
19
GAMCO Investors
Connecticut
$2.17M
TA
20
Teton Advisors
New York
$2.14M -$23.9K -500 -1%
Morgan Stanley
21
Morgan Stanley
New York
$2.12M -$192K -4,033 -9%
UBS Group
22
UBS Group
Switzerland
$1.56M +$291K +6,093 +24%
Brown Advisory
23
Brown Advisory
Maryland
$1.5M +$1.43M +30,070 New
CHAM
24
Clear Harbor Asset Management
Connecticut
$1.47M -$51.3K -1,075 -4%
Swiss National Bank
25
Swiss National Bank
Switzerland
$1.43M

YORW Hedge Fund Activity: Q4 2021 in Review

130 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q4 2021, worth a combined $263M — up 14% from $230M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new YORW positions and 7 closed out — a net gain of 9 holders — while 38 added to existing stakes and 41 trimmed.

The largest buyer was BlackRock, adding an estimated $3.25M. The largest seller was Millennium Management, cutting an estimated $3.56M.

  • 130 institutional investors held York Water (YORW) as of Q4 2021, up from 122 in Q3 2021.
  • Funds reported $263M of York Water stock for Q4 2021, up 14% quarter-over-quarter.
  • 16 funds opened new York Water positions in Q4 2021 and 7 closed out, a net change of +9 holders.
  • The largest York Water buyer in Q4 2021 was BlackRock, an estimated $3.25M added.
  • The largest York Water seller in Q4 2021 was Millennium Management, an estimated $3.56M sold.

Based on aggregated 13F filings for Q4 2021.