We are live on ! Find out more
YORW icon

York Water
YORW

130 hedge funds and large institutions have $226M invested in York Water in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

1% more funds holding

Funds holding: 129 → 130 (+1)

1.75% less ownership

Funds ownership: 42.9% → 41.15% (-1.7%)

15% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 41

16% less capital invested

Capital invested by funds: $268M → $226M (-$41.9M)

Holders
130
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
35
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$2.39M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$861K
3
UBS AM
UBS AM
Illinois
+$770K
4
Millennium Management
Millennium Management
New York
+$747K
5
Invesco
Invesco
Georgia
+$693K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$5.15M
2
Bessemer Group
Bessemer Group
New Jersey
-$2.22M
3
MAM
Martingale Asset Management
Massachusetts
-$2.19M
4
CCM
Cadence Capital Management
Massachusetts
-$1.44M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
26
Swiss National Bank
Switzerland
$1.25M +$22.9K +500 +2%
Goldman Sachs
27
Goldman Sachs
New York
$1.24M -$249K -5,432 -16%
First Manhattan
28
First Manhattan
New York
$1.16M – – –
FB
29
Fulton Bank
Pennsylvania
$1.15M – – –
M&T Bank
30
M&T Bank
New York
$973K -$372K -8,130 -26%
MCM
31
Manchester Capital Management
Vermont
$953K – – –
State Board of Administration of Florida Retirement System
32
State Board of Administration of Florida Retirement System
Florida
$895K +$70.4K +1,536 +8%
Creative Planning
33
Creative Planning
Kansas
$844K – – –
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$836K – – –
BS
35
Boenning & Scattergood
Pennsylvania
$795K +$10.5K +230 +1%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$794K +$861K +18,792 New
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$784K -$41.2K -900 -5%
MSL
38
Mackay Shields LLC
New York
$739K -$87K -1,900 -10%
AllianceBernstein
39
AllianceBernstein
Tennessee
$730K -$62.1K -1,356 -7%
UBS AM
40
UBS AM
Illinois
$711K +$770K +16,818 New
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$655K -$131K -2,870 -16%
Deutsche Bank
42
Deutsche Bank
Germany
$645K +$29.3K +640 +4%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$643K +$270K +5,900 +63%
JP Morgan Chase
44
JP Morgan Chase
New York
$611K -$22.4K -490 -3%
WG
45
Winton Group
United Kingdom
$605K +$77.5K +1,693 +13%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$604K +$51.4K +1,123 +9%
Two Sigma Investments
47
Two Sigma Investments
New York
$557K +$356K +7,763 +144%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$554K – – –
GRP
49
Global Retirement Partners
California
$531K – – –
SGI
50
Summit Global Investments
Utah
$528K – – –
1
2
3 4 5

YORW Hedge Fund Activity: Q3 2020 in Review

130 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q3 2020, worth a combined $226M — down 16% from $268M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new YORW positions and 12 closed out — a net gain of 1 holder — while 35 added to existing stakes and 41 trimmed.

The largest buyer was Charles Schwab, adding an estimated $2.39M. The largest seller was Royce & Associates, exiting entirely with an estimated $5.15M sold.

  • 130 institutional investors held York Water (YORW) as of Q3 2020, up from 129 in Q2 2020.
  • Funds reported $226M of York Water stock for Q3 2020, down 16% quarter-over-quarter.
  • 13 funds opened new York Water positions in Q3 2020 and 12 closed out, a net change of +1 holder.
  • The largest York Water buyer in Q3 2020 was Charles Schwab, an estimated $2.39M added.
  • The largest York Water seller in Q3 2020 was Royce & Associates, an estimated $5.15M sold.

Based on aggregated 13F filings for Q3 2020.