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York Water
YORW

121 hedge funds and large institutions have $273M invested in York Water in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.43% more ownership

Funds ownership: 41.38% → 42.81% (+1.4%)

2% less capital invested

Capital invested by funds: $278M → $273M (-$4.74M)

5% less funds holding

Funds holding: 127 → 121 (-6)

29% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 41

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

98% less call options, than puts

Call options by funds: $9K | Put options by funds: $459K

Holders
121
Holders Change
-6
Holders Change %
-4.72%
% of All Funds
2.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
41
Closed
13
Calls
$9K
Puts
$459K
Net Calls
-$450K
Net Calls Change
-$440K

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$5.13M
2
ProShare Advisors
ProShare Advisors
Maryland
+$3.9M
3
First Trust Advisors
First Trust Advisors
Illinois
+$3.72M
4
BlackRock
BlackRock
New York
+$3.2M
5
KBC Group
KBC Group
Belgium
+$2.1M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$1.95M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$1.3M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.21M
4
KFA
Krane Funds Advisors
New York
-$824K
5
Morgan Stanley
Morgan Stanley
New York
-$732K
Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
26
Clear Harbor Asset Management
Connecticut
$1.5M – – –
Swiss National Bank
27
Swiss National Bank
Switzerland
$1.45M – – –
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$1.3M -$110K -2,414 -8%
First Manhattan
29
First Manhattan
New York
$1.29M – – –
FB
30
Fulton Bank
Pennsylvania
$1.29M – – –
Goldman Sachs
31
Goldman Sachs
New York
$1.27M -$181K -3,960 -13%
MCM
32
Manchester Capital Management
Vermont
$1.1M – – –
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$1.05M – – –
Creative Planning
34
Creative Planning
Kansas
$979K -$638 -14 -0.1%
DRZID
35
DePrince Race & Zollo Inc (DRZ)
Florida
$960K +$894K +19,614 New
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$959K – – –
BS
37
Boenning & Scattergood
Pennsylvania
$921K – – –
GC
38
Gratus Capital
Georgia
$912K – – –
M&T Bank
39
M&T Bank
New York
$867K -$228K -5,000 -22%
SO
40
STRS Ohio
Ohio
$856K +$86.6K +1,900 +12%
Deutsche Bank
41
Deutsche Bank
Germany
$832K -$36K -789 -4%
UBS AM
42
UBS AM
Illinois
$824K – – –
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$755K -$46.1K -1,010 -6%
AllianceBernstein
44
AllianceBernstein
Tennessee
$754K -$138K -3,025 -16%
GRP
45
Global Retirement Partners
California
$615K – – –
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$576K -$4.47K -98 -0.8%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$560K -$162K -3,551 -24%
BCM
48
Brown Capital Management
Maryland
$551K – – –
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$544K -$91.2K -2,000 -15%
Two Sigma Investments
50
Two Sigma Investments
New York
$539K +$188K +4,127 +60%
1
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3 4 5

YORW Hedge Fund Activity: Q1 2021 in Review

121 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q1 2021, worth a combined $273M — down 1.7% from $278M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of YORW and 8 opened new positions — a net loss of 5 holders — while 41 trimmed existing stakes and 29 added.

The largest buyer was Victory Capital Management, adding an estimated $5.13M. The largest seller was Renaissance Technologies, cutting an estimated $1.95M.

  • 121 institutional investors held York Water (YORW) as of Q1 2021, down from 127 in Q4 2020.
  • Funds reported $273M of York Water stock for Q1 2021, down 1.7% quarter-over-quarter.
  • 8 funds opened new York Water positions in Q1 2021 and 13 closed out, a net change of -5 holders.
  • The largest York Water buyer in Q1 2021 was Victory Capital Management, an estimated $5.13M added.
  • The largest York Water seller in Q1 2021 was Renaissance Technologies, an estimated $1.95M sold.

Based on aggregated 13F filings for Q1 2021.