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York Water
YORW

97 hedge funds and large institutions have $163M invested in York Water in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more call options, than puts

Call options by funds: $435K | Put options by funds: $58K

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

8% more capital invested

Capital invested by funds: $150M → $163M (+$12.5M)

1% more funds holding

Funds holding: 96 → 97 (+1)

0.38% more ownership

Funds ownership: 36.28% → 36.66% (+0.38%)

19% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 31

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
2.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
25
Reduced
31
Closed
6
Calls
$435K
Puts
$58K
Net Calls
+$377K
Net Calls Change
+$457K

Top Buyers

Rank Fund Capital Flow
1
PCM
Penn Capital Management
Pennsylvania
+$3M
2
WAM
Water Asset Management
New York
+$1.16M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$656K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$610K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$321K

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$734K
2
Morgan Stanley
Morgan Stanley
New York
-$599K
3
Invesco
Invesco
Georgia
-$433K
4
CAM
Costello Asset Management
Pennsylvania
-$425K
5
Deutsche Bank
Deutsche Bank
Germany
-$414K
Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
26
Clear Harbor Asset Management
Connecticut
$1.11M – – –
Charles Schwab
27
Charles Schwab
California
$1.06M +$38.3K +1,143 +4%
Goldman Sachs
28
Goldman Sachs
New York
$939K +$101K +3,023 +12%
FB
29
Fulton Bank
Pennsylvania
$937K – – –
TCIM
30
TIAA CREF Investment Management
New York
$909K – – –
TA
31
Teachers Advisors
New York
$858K – – –
PPA
32
Parametric Portfolio Associates
Washington
$830K +$156K +4,646 +24%
Swiss National Bank
33
Swiss National Bank
Switzerland
$807K +$33.5K +1,000 +4%
MCM
34
Manchester Capital Management
Vermont
$774K – – –
Deutsche Bank
35
Deutsche Bank
Germany
$773K -$414K -12,363 -35%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$768K -$9.78K -292 -1%
Creative Planning
37
Creative Planning
Kansas
$759K – – –
Los Angeles Capital Management
38
Los Angeles Capital Management
California
$742K – – –
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$677K -$15.5K -462 -2%
BS
40
Boenning & Scattergood
Pennsylvania
$668K +$100 +3 +0%
SO
41
STRS Ohio
Ohio
$648K +$33.5K +1,000 +6%
BCM
42
Bridgeway Capital Management
Texas
$642K -$137K -4,079 -18%
PTC
43
Philadelphia Trust Company
Pennsylvania
$595K -$117K -3,500 -17%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$590K +$1.07K +32 +0.2%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$565K -$17.6K -525 -3%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$562K -$62.7K -1,871 -10%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$540K -$106K -3,177 -17%
State Board of Administration of Florida Retirement System
48
State Board of Administration of Florida Retirement System
Florida
$511K – – –
AllianceBernstein
49
AllianceBernstein
Tennessee
$475K +$34.1K +1,019 +8%
Allianz Asset Management
50
Allianz Asset Management
Germany
$464K +$150K +4,474 +50%
1
2
3 4 5

YORW Hedge Fund Activity: Q1 2019 in Review

97 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q1 2019, worth a combined $163M — up 8.3% from $150M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new YORW positions and 6 closed out — a net gain of 1 holder — while 25 added to existing stakes and 31 trimmed.

The largest buyer was Penn Capital Management, opening a new position worth an estimated $3M. The largest seller was First Trust Advisors, cutting an estimated $734K.

  • 97 institutional investors held York Water (YORW) as of Q1 2019, up from 96 in Q4 2018.
  • Funds reported $163M of York Water stock for Q1 2019, up 8.3% quarter-over-quarter.
  • 7 funds opened new York Water positions in Q1 2019 and 6 closed out, a net change of +1 holder.
  • The largest York Water buyer in Q1 2019 was Penn Capital Management, an estimated $3M added.
  • The largest York Water seller in Q1 2019 was First Trust Advisors, an estimated $734K sold.

Based on aggregated 13F filings for Q1 2019.