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York Water
YORW

129 hedge funds and large institutions have $268M invested in York Water in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 36

15% more capital invested

Capital invested by funds: $234M → $268M (+$34.3M)

1.58% more ownership

Funds ownership: 41.32% → 42.9% (+1.6%)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

1% more funds holding

Funds holding: 128 → 129 (+1)

Holders
129
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
48
Reduced
36
Closed
11
Calls
$369K
Puts
–
Net Calls
+$369K
Net Calls Change
+$795K

Top Buyers

Rank Fund Capital Flow
1
ProShare Advisors
ProShare Advisors
Maryland
+$6.84M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$4.65M
3
BlackRock
BlackRock
New York
+$2.6M
4
Invesco
Invesco
Georgia
+$2.37M
5
KBC Group
KBC Group
Belgium
+$1.96M

Top Sellers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
-$2.55M
2
Millennium Management
Millennium Management
New York
-$1.79M
3
NSIM
North Star Investment Management
Illinois
-$1.61M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.58M
5
First Trust Advisors
First Trust Advisors
Illinois
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.67M -$83.4K -1,924 -5%
Charles Schwab
27
Charles Schwab
California
$1.56M -$520K -11,982 -27%
CHAM
28
Clear Harbor Asset Management
Connecticut
$1.5M +$65K +1,500 +5%
M&T Bank
29
M&T Bank
New York
$1.49M -$386K -8,897 -22%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$1.4M +$347K +7,992 +38%
Swiss National Bank
31
Swiss National Bank
Switzerland
$1.39M +$165K +3,800 +15%
First Manhattan
32
First Manhattan
New York
$1.32M -$65K -1,500 -5%
FB
33
Fulton Bank
Pennsylvania
$1.3M – – –
MCM
34
Manchester Capital Management
Vermont
$1.08M – – –
Creative Planning
35
Creative Planning
Kansas
$958K – – –
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$949K – – –
State Board of Administration of Florida Retirement System
37
State Board of Administration of Florida Retirement System
Florida
$942K -$867 -20 -0.1%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$932K -$147K -3,382 -15%
MSL
39
Mackay Shields LLC
New York
$931K +$429K +9,900 +104%
AllianceBernstein
40
AllianceBernstein
Tennessee
$894K -$22.1K -510 -3%
BS
41
Boenning & Scattergood
Pennsylvania
$891K – – –
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$881K -$81.7K -1,884 -9%
Citadel Advisors
43
Citadel Advisors
Florida
$816K -$248K -5,721 -25%
JP Morgan Chase
44
JP Morgan Chase
New York
$706K -$830K -19,151 -57%
Deutsche Bank
45
Deutsche Bank
Germany
$702K +$91.7K +2,114 +17%
Citigroup
46
Citigroup
New York
$692K +$439K +10,120 +235%
AI
47
Atom Investors
Texas
$685K +$44K +1,014 +8%
Barclays
48
Barclays
United Kingdom
$665K +$378K +8,719 +171%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$632K +$37.5K +865 +7%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$628K – – –
1
2
3 4 5

YORW Hedge Fund Activity: Q2 2020 in Review

129 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q2 2020, worth a combined $268M — up 15% from $234M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new YORW positions and 11 closed out — a net gain of 1 holder — while 48 added to existing stakes and 36 trimmed.

The largest buyer was ProShare Advisors, opening a new position worth an estimated $6.84M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $2.55M sold.

  • 129 institutional investors held York Water (YORW) as of Q2 2020, up from 128 in Q1 2020.
  • Funds reported $268M of York Water stock for Q2 2020, up 15% quarter-over-quarter.
  • 12 funds opened new York Water positions in Q2 2020 and 11 closed out, a net change of +1 holder.
  • The largest York Water buyer in Q2 2020 was ProShare Advisors, an estimated $6.84M added.
  • The largest York Water seller in Q2 2020 was Allianz Asset Management, an estimated $2.55M sold.

Based on aggregated 13F filings for Q2 2020.