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York Water
YORW

97 hedge funds and large institutions have $147M invested in York Water in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,900% more call options, than puts

Call options by funds: $800K | Put options by funds: $5K

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

24% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 25

2% more funds holding

Funds holding: 95 → 97 (+2)

1.75% less ownership

Funds ownership: 35.49% → 33.74% (-1.7%)

7% less capital invested

Capital invested by funds: $159M → $147M (-$11.8M)

Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
2.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
31
Reduced
25
Closed
4
Calls
$800K
Puts
$5K
Net Calls
+$795K
Net Calls Change
+$614K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.18M
2
BlackRock
BlackRock
New York
+$618K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$483K
4
CS
Credit Suisse
Switzerland
+$350K
5
Millennium Management
Millennium Management
New York
+$272K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.06M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$1.1M
3
M&T Bank
M&T Bank
New York
-$525K
4
VRS
Virginia Retirement Systems
Virginia
-$345K
5
KBC Group
KBC Group
Belgium
-$227K
Name Holding Trade Value Shares
Change 		Change in
Stake
Brown Advisory
26
Brown Advisory
Maryland
$1.02M – – –
First Manhattan
27
First Manhattan
New York
$1.01M – – –
Charles Schwab
28
Charles Schwab
California
$858K – – –
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$779K – – –
TA
30
Teachers Advisors
New York
$773K – – –
MCM
31
Manchester Capital Management
Vermont
$765K – – –
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$742K -$5.87K -173 -0.8%
CS
33
Credit Suisse
Switzerland
$738K +$350K +10,315 +90%
Swiss National Bank
34
Swiss National Bank
Switzerland
$719K – – –
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$718K -$67.3K -1,986 -9%
SO
36
STRS Ohio
Ohio
$705K +$57.6K +1,700 +9%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$691K -$81K -2,389 -10%
PPA
38
Parametric Portfolio Associates
Washington
$647K +$1.86K +55 +0.3%
Principal Financial Group
39
Principal Financial Group
Iowa
$622K +$8.68K +256 +1%
GCP
40
GSA Capital Partners
United Kingdom
$585K +$71.2K +2,100 +14%
Goldman Sachs
41
Goldman Sachs
New York
$548K +$46.3K +1,365 +9%
FB
42
Fulton Bank
Pennsylvania
$543K – – –
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$522K – – –
State Board of Administration of Florida Retirement System
44
State Board of Administration of Florida Retirement System
Florida
$505K – – –
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$496K +$14K +412 +3%
Deutsche Bank
46
Deutsche Bank
Germany
$479K -$134K -3,959 -22%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$393K – – –
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$387K -$14.4K -426 -4%
BCM
49
Brown Capital Management
Maryland
$381K – – –
AllianceBernstein
50
AllianceBernstein
Tennessee
$374K -$118K -3,493 -24%
1
2
3 4 5

YORW Hedge Fund Activity: Q3 2017 in Review

97 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q3 2017, worth a combined $147M — down 7.4% from $159M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new YORW positions and 4 closed out — a net gain of 3 holders — while 31 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.18M. The largest seller was Susquehanna International Group, cutting an estimated $3.06M.

  • 97 institutional investors held York Water (YORW) as of Q3 2017, up from 95 in Q2 2017.
  • Funds reported $147M of York Water stock for Q3 2017, down 7.4% quarter-over-quarter.
  • 7 funds opened new York Water positions in Q3 2017 and 4 closed out, a net change of +3 holders.
  • The largest York Water buyer in Q3 2017 was Morgan Stanley, an estimated $1.18M added.
  • The largest York Water seller in Q3 2017 was Susquehanna International Group, an estimated $3.06M sold.

Based on aggregated 13F filings for Q3 2017.