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York Water
YORW

100 hedge funds and large institutions have $162M invested in York Water in 2016 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

38% more capital invested

Capital invested by funds: $118M → $162M (+$44.5M)

33.03% more ownership

Funds ownership: 0% → 33.03% (+33%)

21% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 28

6% more funds holding

Funds holding: 94 → 100 (+6)

52% less call options, than puts

Call options by funds: $142K | Put options by funds: $294K

Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
34
Reduced
28
Closed
8
Calls
$142K
Puts
$294K
Net Calls
-$152K
Net Calls Change
-$151K

Top Buyers

Rank Fund Capital Flow
1
ProShare Advisors
ProShare Advisors
Maryland
+$2.17M
2
BFA
BlackRock Fund Advisors
California
+$1.87M
3
CIM
Calvert Investment Management
Maryland
+$1.79M
4
Morgan Stanley
Morgan Stanley
New York
+$1.36M
5
BG
BlackRock Group
United Kingdom
+$1.23M

Top Sellers

Rank Fund Capital Flow
1
EA
Emerald Advisers
Pennsylvania
-$2M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.04M
3
BCM
Bridgeway Capital Management
Texas
-$830K
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$750K
5
WA
WFG Advisors
Texas
-$483K
Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
26
North Star Investment Management
Illinois
$1.45M – – –
BCM
27
Bridgeway Capital Management
Texas
$1.31M -$830K -24,536 -42%
CHAM
28
Clear Harbor Asset Management
Connecticut
$1.28M -$15.2K -450 -1%
First Manhattan
29
First Manhattan
New York
$1.21M -$102K -3,000 -9%
Wells Fargo
30
Wells Fargo
California
$1.19M +$158K +4,662 +18%
Brown Advisory
31
Brown Advisory
Maryland
$1.15M – – –
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$1.01M -$23.7K -700 -3%
Charles Schwab
33
Charles Schwab
California
$967K – – –
PPA
34
Parametric Portfolio Associates
Washington
$951K -$132K -3,897 -14%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$950K +$4.2K +124 +0.5%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$894K -$60.9K -1,800 -7%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$876K -$12.8K -377 -2%
MCM
38
Manchester Capital Management
Vermont
$862K +$70.4K +2,080 +10%
Swiss National Bank
39
Swiss National Bank
Switzerland
$810K +$118K +3,500 +20%
TA
40
Teachers Advisors
New York
$748K -$16.1K -477 -2%
SO
41
STRS Ohio
Ohio
$729K -$108K -3,200 -14%
CS
42
Credit Suisse
Switzerland
$688K +$268K +7,923 +78%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$625K +$553K +16,350 New
FB
44
Fulton Bank
Pennsylvania
$611K +$13.5K +400 +3%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$608K -$10.1K -298 -2%
JP Morgan Chase
46
JP Morgan Chase
New York
$599K +$515K +15,224 +3,295%
FCI
47
Financial Counselors Inc
Kansas
$592K +$525K +15,506 New
State Board of Administration of Florida Retirement System
48
State Board of Administration of Florida Retirement System
Florida
$569K -$20.6K -610 -4%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$500K – – –
Citigroup
50
Citigroup
New York
$461K +$375K +11,076 +1,105%
1
2
3 4 5

YORW Hedge Fund Activity: Q4 2016 in Review

100 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q4 2016, worth a combined $162M — up 38% from $118M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new YORW positions and 8 closed out — a net gain of 6 holders — while 34 added to existing stakes and 28 trimmed.

The largest buyer was ProShare Advisors, adding an estimated $2.17M. The largest seller was Emerald Advisers, exiting entirely with an estimated $2M sold.

  • 100 institutional investors held York Water (YORW) as of Q4 2016, up from 94 in Q3 2016.
  • Funds reported $162M of York Water stock for Q4 2016, up 38% quarter-over-quarter.
  • 14 funds opened new York Water positions in Q4 2016 and 8 closed out, a net change of +6 holders.
  • The largest York Water buyer in Q4 2016 was ProShare Advisors, an estimated $2.17M added.
  • The largest York Water seller in Q4 2016 was Emerald Advisers, an estimated $2M sold.

Based on aggregated 13F filings for Q4 2016.