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York Water
YORW

123 hedge funds and large institutions have $247M invested in York Water in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $222M → $247M (+$25M)

9% more funds holding

Funds holding: 113 → 123 (+10)

2.06% more ownership

Funds ownership: 39.09% → 41.15% (+2.1%)

9% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 32

Holders
123
Holders Change
+10
Holders Change %
+8.85%
% of All Funds
2.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
35
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.34M
2
MAM
Martingale Asset Management
Massachusetts
+$1.67M
3
First Trust Advisors
First Trust Advisors
Illinois
+$901K
4
Bessemer Group
Bessemer Group
New Jersey
+$811K
5
AI
Atom Investors
Texas
+$807K

Top Sellers

Rank Fund Capital Flow
1
WG
Winton Group
United Kingdom
-$764K
2
Vanguard Group
Vanguard Group
Pennsylvania
-$496K
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$331K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$277K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$276K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$1.85M -$114K -2,596 -6%
NSIM
27
North Star Investment Management
Illinois
$1.75M – – –
DRZID
28
DePrince Race & Zollo Inc (DRZ)
Florida
$1.72M -$331K -7,540 -17%
Charles Schwab
29
Charles Schwab
California
$1.49M +$27.4K +624 +2%
PPA
30
Parametric Portfolio Associates
Washington
$1.48M -$82.6K -1,883 -6%
CHAM
31
Clear Harbor Asset Management
Connecticut
$1.45M -$21.9K -500 -2%
First Manhattan
32
First Manhattan
New York
$1.4M -$101K -2,300 -7%
FB
33
Fulton Bank
Pennsylvania
$1.26M – – –
Swiss National Bank
34
Swiss National Bank
Switzerland
$1.14M +$30.7K +700 +3%
MCM
35
Manchester Capital Management
Vermont
$1.04M – – –
JP Morgan Chase
36
JP Morgan Chase
New York
$1.02M +$742K +16,927 +321%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$1.01M – – –
Creative Planning
38
Creative Planning
Kansas
$929K -$65.8K -1,500 -7%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$916K -$262K -5,983 -23%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$901K -$25.2K -575 -3%
BS
41
Boenning & Scattergood
Pennsylvania
$880K -$17.8K -406 -2%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$876K +$1.18K +27 +0.1%
UBS Group
43
UBS Group
Switzerland
$869K +$310K +7,064 +60%
AI
44
Atom Investors
Texas
$849K +$807K +18,402 New
PTC
45
Philadelphia Trust Company
Pennsylvania
$780K – – –
State Board of Administration of Florida Retirement System
46
State Board of Administration of Florida Retirement System
Florida
$757K – – –
WAM
47
Water Asset Management
New York
$744K +$113K +2,575 +19%
SO
48
STRS Ohio
Ohio
$691K -$30.7K -700 -4%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$668K +$50.2K +1,144 +9%
Principal Financial Group
50
Principal Financial Group
Iowa
$647K +$13.2K +302 +2%
1
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YORW Hedge Fund Activity: Q4 2019 in Review

123 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q4 2019, worth a combined $247M — up 11% from $222M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new YORW positions and 7 closed out — a net gain of 11 holders — while 35 added to existing stakes and 32 trimmed.

The largest buyer was BlackRock, adding an estimated $3.34M. The largest seller was Winton Group, exiting entirely with an estimated $764K sold.

  • 123 institutional investors held York Water (YORW) as of Q4 2019, up from 113 in Q3 2019.
  • Funds reported $247M of York Water stock for Q4 2019, up 11% quarter-over-quarter.
  • 18 funds opened new York Water positions in Q4 2019 and 7 closed out, a net change of +11 holders.
  • The largest York Water buyer in Q4 2019 was BlackRock, an estimated $3.34M added.
  • The largest York Water seller in Q4 2019 was Winton Group, an estimated $764K sold.

Based on aggregated 13F filings for Q4 2019.