We are live on ! Find out more
YORW icon

York Water

133 hedge funds and large institutions have $243M invested in York Water in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

2% more funds holding

Funds holding: 130133 (+3)

0.94% more ownership

Funds ownership: 40.31%41.25% (+0.94%)

5% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 43

7% less capital invested

Capital invested by funds: $263M → $243M (-$19.5M)

Holders
133
Holders Change
+3
Holders Change %
+2.31%
% of All Funds
2.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
41
Reduced
43
Closed
10
Calls
$229K
Puts
Net Calls
+$229K
Net Calls Change
+$329K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$51.9M -$863K -19,332 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$36.7M -$1.08M -24,287 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$17.1M -$81.7K -1,829 -0.5%
State Street
4
State Street
Massachusetts
$13.2M +$1.11M +24,834 +9%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$10.7M +$222K +4,976 +2%
Renaissance Technologies
6
Renaissance Technologies
New York
$7.58M +$1.08M +24,200 +17%
GF
7
Gabelli Funds
New York
$6.18M
Northern Trust
8
Northern Trust
Illinois
$6.06M -$285K -6,380 -5%
Invesco
9
Invesco
Georgia
$5.82M -$1.82M -40,714 -24%
EVM
10
Eaton Vance Management
Massachusetts
$5.65M +$5.61M +125,619 New
KBC Group
11
KBC Group
Belgium
$4.5M +$398K +8,917 +10%
Charles Schwab
12
Charles Schwab
California
$4.29M +$197K +4,401 +5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$3.59M +$51.2K +1,147 +1%
DRZID
14
DePrince Race & Zollo Inc (DRZ)
Florida
$3.23M +$2.51M +56,239 +362%
Legal & General Group
15
Legal & General Group
United Kingdom
$3.22M -$181K -4,050 -5%
Bank of America
16
Bank of America
North Carolina
$2.66M -$163K -3,645 -6%
HIA
17
Harbor Investment Advisory
Maryland
$2.53M
PCM
18
Penn Capital Management
Pennsylvania
$2.48M +$2.2M +49,323 +652%
PPA
19
Parametric Portfolio Associates
Washington
$2.25M -$331K -7,416 -13%
Victory Capital Management
20
Victory Capital Management
Texas
$2.16M -$5.07M -113,577 -67%
N
21
Nuveen
North Carolina
$2.03M -$90.9K -2,036 -4%
GI
22
GAMCO Investors
Connecticut
$1.96M
TA
23
Teton Advisors
New York
$1.93M
Morgan Stanley
24
Morgan Stanley
New York
$1.88M -$37.1K -830 -2%
ZP
25
Zimmer Partners
New York
$1.69M +$1.67M +37,500 New

YORW Hedge Fund Activity: Q1 2022 in Review

133 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q1 2022, worth a combined $243M — down 7.4% from $263M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new YORW positions and 10 closed out — a net gain of 4 holders — while 41 added to existing stakes and 43 trimmed.

The largest buyer was Eaton Vance Management, opening a new position worth an estimated $5.61M. The largest seller was Victory Capital Management, cutting an estimated $5.07M.

  • 133 institutional investors held York Water (YORW) as of Q1 2022, up from 130 in Q4 2021.
  • Funds reported $243M of York Water stock for Q1 2022, down 7.4% quarter-over-quarter.
  • 14 funds opened new York Water positions in Q1 2022 and 10 closed out, a net change of +4 holders.
  • The largest York Water buyer in Q1 2022 was Eaton Vance Management, an estimated $5.61M added.
  • The largest York Water seller in Q1 2022 was Victory Capital Management, an estimated $5.07M sold.

Based on aggregated 13F filings for Q1 2022.