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York Water

97 hedge funds and large institutions have $147M invested in York Water in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,900% more call options, than puts

Call options by funds: $800K | Put options by funds: $5K

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

24% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 25

2% more funds holding

Funds holding: 9597 (+2)

1.75% less ownership

Funds ownership: 35.49%33.74% (-1.7%)

7% less capital invested

Capital invested by funds: $159M → $147M (-$11.8M)

Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
2.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
31
Reduced
25
Closed
4
Calls
$800K
Puts
$5K
Net Calls
+$795K
Net Calls Change
+$614K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
51
Invesco
Georgia
$373K +$31.2K +921 +9%
FMBTD
52
First Midwest Bank Trust Division
Illinois
$362K +$17.8K +525 +5%
Russell Investments Group
53
Russell Investments Group
United Kingdom
$355K +$27.7K +816 +8%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$354K -$12.4K -365 -3%
FCI
55
Financial Counselors Inc
Kansas
$335K -$186K -5,491 -36%
PGFC
56
Peapack-Gladstone Financial Corp
New Jersey
$330K -$1.19K -35 -0.4%
MLICM
57
Metropolitan Life Insurance Company (MetLife)
New York
$310K -$14.4K -426 -4%
AIG
58
American International Group
New York
$292K +$21.8K +644 +8%
Creative Planning
59
Creative Planning
Kansas
$286K +$15.3K +450 +6%
VOYA Investment Management
60
VOYA Investment Management
Georgia
$280K
Millennium Management
61
Millennium Management
New York
$272K +$272K +8,009 New
Los Angeles Capital Management
62
Los Angeles Capital Management
California
$268K
Stifel Financial
63
Stifel Financial
Missouri
$244K +$1.46K +43 +0.6%
NFA
64
Nationwide Fund Advisors
Ohio
$239K -$13.3K -391 -5%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$229K +$3.76K +111 +2%
Truist Financial
66
Truist Financial
North Carolina
$218K
FNBTCON
67
First National Bank & Trust Co of Newtown
Pennsylvania
$203K
LTFS
68
Ladenburg Thalmann Financial Services
Florida
$152K -$2.54K -75 -2%
GWM
69
Geneos Wealth Management
Colorado
$141K -$201K -5,922 -59%
UBS Group
70
UBS Group
Switzerland
$136K -$28.8K -848 -17%
Legal & General Group
71
Legal & General Group
United Kingdom
$128K +$14.4K +426 +13%
CG
72
Cutler Group
California
$110K +$51.6K +1,521 +87%
Bessemer Group
73
Bessemer Group
New Jersey
$106K
TRCT
74
Tower Research Capital (TRC)
New York
$83K +$35.6K +1,049 +74%
AIM
75
Arcadia Investment Management
Michigan
$82K +$82.5K +2,432 New

YORW Hedge Fund Activity: Q3 2017 in Review

97 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q3 2017, worth a combined $147M — down 7.4% from $159M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new YORW positions and 4 closed out — a net gain of 3 holders — while 31 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.18M. The largest seller was Susquehanna International Group, cutting an estimated $3.06M.

  • 97 institutional investors held York Water (YORW) as of Q3 2017, up from 95 in Q2 2017.
  • Funds reported $147M of York Water stock for Q3 2017, down 7.4% quarter-over-quarter.
  • 7 funds opened new York Water positions in Q3 2017 and 4 closed out, a net change of +3 holders.
  • The largest York Water buyer in Q3 2017 was Morgan Stanley, an estimated $1.18M added.
  • The largest York Water seller in Q3 2017 was Susquehanna International Group, an estimated $3.06M sold.

Based on aggregated 13F filings for Q3 2017.