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York Water
YORW

134 hedge funds and large institutions have $284M invested in York Water in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $117K | Put options by funds: $62K

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

15% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 40

11% more capital invested

Capital invested by funds: $256M → $284M (+$27.8M)

2% more funds holding

Funds holding: 131 → 134 (+3)

0.25% more ownership

Funds ownership: 46.74% → 46.99% (+0.25%)

Holders
134
Holders Change
+3
Holders Change %
+2.29%
% of All Funds
2.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
46
Reduced
40
Closed
11
Calls
$117K
Puts
$62K
Net Calls
+$55K
Net Calls Change
+$47K

Top Buyers

Rank Fund Capital Flow
1
ZP
Zimmer Partners
New York
+$6.57M
2
Morgan Stanley
Morgan Stanley
New York
+$5.51M
3
Norges Bank
Norges Bank
Norway
+$1.28M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$1.11M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$950K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$3.28M
2
Invesco
Invesco
Georgia
-$1.8M
3
PCM
Penn Capital Management
Pennsylvania
-$1.48M
4
JWWM
Johnson & White Wealth Management
Pennsylvania
-$1.07M
5
Renaissance Technologies
Renaissance Technologies
New York
-$947K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$56.7M -$3.28M -75,401 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$41.5M +$749K +17,231 +2%
ZP
3
Zimmer Partners
New York
$33.3M +$6.57M +151,150 +26%
State Street
4
State Street
Massachusetts
$14.7M +$791K +18,207 +6%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$11.9M +$397K +9,145 +4%
Morgan Stanley
6
Morgan Stanley
New York
$11M +$5.51M +126,806 +108%
Northern Trust
7
Northern Trust
Illinois
$6.94M +$281K +6,470 +4%
KBC Group
8
KBC Group
Belgium
$6.18M +$370K +8,509 +7%
GF
9
Gabelli Funds
New York
$6.16M -$17.4K -400 -0.3%
DRZID
10
DePrince Race & Zollo Inc (DRZ)
Florida
$5.57M -$325K -7,486 -6%
Renaissance Technologies
11
Renaissance Technologies
New York
$5.34M -$947K -21,800 -16%
Invesco
12
Invesco
Georgia
$4.81M -$1.8M -41,353 -28%
Legal & General Group
13
Legal & General Group
United Kingdom
$4.79M +$415K +9,544 +10%
Charles Schwab
14
Charles Schwab
California
$4.75M +$89.3K +2,055 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$4.55M +$781K +17,975 +22%
PCM
16
Penn Capital Management
Pennsylvania
$3.28M -$1.48M -34,099 -32%
Victory Capital Management
17
Victory Capital Management
Texas
$3.02M -$842K -19,380 -22%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$2.87M -$68.9K -1,587 -2%
Bank of America
19
Bank of America
North Carolina
$2.69M +$79.2K +1,824 +3%
Citadel Advisors
20
Citadel Advisors
Florida
$2.66M +$136K +3,142 +6%
HIA
21
Harbor Investment Advisory
Maryland
$2.19M – – –
Verition Fund Management
22
Verition Fund Management
Connecticut
$2.15M +$225K +5,186 +12%
GI
23
GAMCO Investors
Connecticut
$1.96M – – –
N
24
Nuveen
North Carolina
$1.86M -$96.1K -2,212 -5%
TA
25
Teton Advisors
New York
$1.8M -$130K -3,000 -7%
1
2 3 4 5

YORW Hedge Fund Activity: Q4 2022 in Review

134 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q4 2022, worth a combined $284M — up 11% from $256M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new YORW positions and 11 closed out — a net gain of 5 holders — while 46 added to existing stakes and 40 trimmed.

The largest buyer was Zimmer Partners, adding an estimated $6.57M. The largest seller was BlackRock, cutting an estimated $3.28M.

  • 134 institutional investors held York Water (YORW) as of Q4 2022, up from 131 in Q3 2022.
  • Funds reported $284M of York Water stock for Q4 2022, up 11% quarter-over-quarter.
  • 16 funds opened new York Water positions in Q4 2022 and 11 closed out, a net change of +5 holders.
  • The largest York Water buyer in Q4 2022 was Zimmer Partners, an estimated $6.57M added.
  • The largest York Water seller in Q4 2022 was BlackRock, an estimated $3.28M sold.

Based on aggregated 13F filings for Q4 2022.