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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
BlackRock
1
BlackRock
New York
$56.2M -$107K -2,403 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$41.3M +$30.3K +678 +0.1%
ZP
3
Zimmer Partners
New York
$32.6M -$541K -12,094 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$17.6M +$65.1K +1,455 +0.4%
State Street
5
State Street
Massachusetts
$15.5M +$896K +20,041 +6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$12.3M +$428K +9,561 +4%
Morgan Stanley
7
Morgan Stanley
New York
$12.1M +$1.21M +27,066 +11%
Northern Trust
8
Northern Trust
Illinois
$7.06M +$164K +3,657 +2%
KBC Group
9
KBC Group
Belgium
$6.7M +$562K +12,568 +9%
DRZID
10
DePrince Race & Zollo Inc (DRZ)
Florida
$6.36M +$817K +18,282 +15%
GF
11
Gabelli Funds
New York
$6.12M
Renaissance Technologies
12
Renaissance Technologies
New York
$6.01M +$698K +15,600 +13%
Charles Schwab
13
Charles Schwab
California
$4.72M -$2.55K -57 -0.1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$4.51M -$8.27K -185 -0.2%
Legal & General Group
15
Legal & General Group
United Kingdom
$4.41M -$357K -7,977 -7%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$3.62M +$762K +17,052 +27%
Invesco
17
Invesco
Georgia
$3.15M -$1.63M -36,519 -34%
Citadel Advisors
18
Citadel Advisors
Florida
$2.84M +$195K +4,352 +7%
Bank of America
19
Bank of America
North Carolina
$2.5M -$178K -3,992 -7%
N
20
Nuveen
North Carolina
$2.39M +$538K +12,031 +29%
Two Sigma Investments
21
Two Sigma Investments
New York
$2.29M +$549K +12,283 +32%
State of New Jersey Common Pension Fund D
22
State of New Jersey Common Pension Fund D
New Jersey
$2.28M +$1.3M +29,172 +133%
HIA
23
Harbor Investment Advisory
Maryland
$2.18M
Two Sigma Advisers
24
Two Sigma Advisers
New York
$2.13M +$402K +9,000 +23%
GI
25
GAMCO Investors
Connecticut
$1.94M

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.