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York Water
YORW

144 hedge funds and large institutions have $277M invested in York Water in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

5% more funds holding

Funds holding: 137 → 144 (+7)

4% more capital invested

Capital invested by funds: $265M → $277M (+$11.3M)

0.57% more ownership

Funds ownership: 49.46% → 50.03% (+0.57%)

25% less call options, than puts

Call options by funds: $107K | Put options by funds: $142K

30% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 56

Holders
144
Holders Change
+7
Holders Change %
+5.11%
% of All Funds
2.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
39
Reduced
56
Closed
14
Calls
$107K
Puts
$142K
Net Calls
-$35K
Net Calls Change
+$3K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.85M
2
ZP
Zimmer Partners
New York
+$960K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$819K
4
LPL Financial
LPL Financial
California
+$808K
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$747K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.93M
2
Millennium Management
Millennium Management
New York
-$1.01M
3
Invesco
Invesco
Georgia
-$725K
4
Renaissance Technologies
Renaissance Technologies
New York
-$678K
5
WC
Wexford Capital
Florida
-$638K

YORW Hedge Fund Activity: Q4 2023 in Review

144 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q4 2023, worth a combined $277M — up 4.3% from $265M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new YORW positions and 14 closed out — a net gain of 8 holders — while 39 added to existing stakes and 56 trimmed.

The largest buyer was BlackRock, adding an estimated $2.85M. The largest seller was Morgan Stanley, cutting an estimated $1.93M.

  • 144 institutional investors held York Water (YORW) as of Q4 2023, up from 137 in Q3 2023.
  • Funds reported $277M of York Water stock for Q4 2023, up 4.3% quarter-over-quarter.
  • 22 funds opened new York Water positions in Q4 2023 and 14 closed out, a net change of +8 holders.
  • The largest York Water buyer in Q4 2023 was BlackRock, an estimated $2.85M added.
  • The largest York Water seller in Q4 2023 was Morgan Stanley, an estimated $1.93M sold.

Based on aggregated 13F filings for Q4 2023.