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York Water

95 hedge funds and large institutions have $159M invested in York Water in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $575K | Put options by funds: $394K

28% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 25

2% more capital invested

Capital invested by funds: $156M → $159M (+$2.96M)

0.94% more ownership

Funds ownership: 34.55%35.49% (+0.94%)

0% more funds holding

Funds holding: 9595 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

Holders
95
Holders Change
Holders Change %
0%
% of All Funds
2.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
32
Reduced
25
Closed
7
Calls
$575K
Puts
$394K
Net Calls
+$181K
Net Calls Change
+$454K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
51
Credit Suisse
Switzerland
$399K -$131K -3,724 -25%
BCM
52
Brown Capital Management
Maryland
$392K
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$377K -$2.85K -81 -0.7%
FMBTD
54
First Midwest Bank Trust Division
Illinois
$354K +$13.6K +386 +4%
GWM
55
Geneos Wealth Management
Colorado
$351K -$6.97K -198 -2%
Invesco
56
Invesco
Georgia
$351K -$5.85K -166 -2%
VRS
57
Virginia Retirement Systems
Virginia
$345K
PGFC
58
Peapack-Gladstone Financial Corp
New Jersey
$340K
Russell Investments Group
59
Russell Investments Group
United Kingdom
$336K +$183K +5,183 +116%
MLICM
60
Metropolitan Life Insurance Company (MetLife)
New York
$334K +$16.1K +457 +5%
VOYA Investment Management
61
VOYA Investment Management
Georgia
$288K +$31.8K +904 +12%
Creative Planning
62
Creative Planning
Kansas
$279K
AIG
63
American International Group
New York
$277K +$1.73K +49 +0.6%
Los Angeles Capital Management
64
Los Angeles Capital Management
California
$275K
NFA
65
Nationwide Fund Advisors
Ohio
$259K
Stifel Financial
66
Stifel Financial
Missouri
$252K +$19.4K +551 +8%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$231K +$21.2K +602 +10%
Truist Financial
68
Truist Financial
North Carolina
$225K -$77.5K -2,200 -25%
FNBTCON
69
First National Bank & Trust Co of Newtown
Pennsylvania
$209K
AG
70
Aperio Group
California
$209K +$4.33K +123 +2%
CCIA
71
Campbell & Co Investment Adviser
Maryland
$206K +$208K +5,905 New
UBS Group
72
UBS Group
Switzerland
$169K +$11.9K +339 +7%
GI
73
Gradient Investments
Minnesota
$167K
LTFS
74
Ladenburg Thalmann Financial Services
Florida
$159K +$352 +10 +0.2%
Legal & General Group
75
Legal & General Group
United Kingdom
$115K

YORW Hedge Fund Activity: Q2 2017 in Review

95 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q2 2017, worth a combined $159M — up 1.9% from $156M a quarter earlier.

Fund positioning in YORW was balanced in Q2 2017: 7 funds opened new positions, 7 closed out, 32 added to existing stakes and 25 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $6.93M. The largest seller was ProShare Advisors, exiting entirely with an estimated $6.46M sold.

  • 95 institutional investors held York Water (YORW) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $159M of York Water stock for Q2 2017, up 1.9% quarter-over-quarter.
  • 7 funds opened new York Water positions in Q2 2017 and 7 closed out, a net change of 0 holders.
  • The largest York Water buyer in Q2 2017 was Susquehanna International Group, an estimated $6.93M added.
  • The largest York Water seller in Q2 2017 was ProShare Advisors, an estimated $6.46M sold.

Based on aggregated 13F filings for Q2 2017.