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York Water

100 hedge funds and large institutions have $151M invested in York Water in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 36 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $773K | Put options by funds: $415K

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

3% more funds holding

Funds holding: 97100 (+3)

3% more capital invested

Capital invested by funds: $147M → $151M (+$4.13M)

0.92% more ownership

Funds ownership: 33.74%34.66% (+0.92%)

28% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 36

Holders
100
Holders Change
+3
Holders Change %
+3.09%
% of All Funds
2.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
26
Reduced
36
Closed
5
Calls
$773K
Puts
$415K
Net Calls
+$358K
Net Calls Change
-$437K
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$380K -$7.22K -205 -2%
GCP
52
GSA Capital Partners
United Kingdom
$375K -$219K -6,205 -36%
Invesco
53
Invesco
Georgia
$375K +$2.71K +77 +0.7%
FMBTD
54
First Midwest Bank Trust Division
Illinois
$361K -$1.16K -33 -0.3%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$349K -$5.6K -159 -2%
FCI
56
Financial Counselors Inc
Kansas
$334K -$1.09K -31 -0.3%
PGFC
57
Peapack-Gladstone Financial Corp
New Jersey
$300K -$30.9K -876 -9%
AIG
58
American International Group
New York
$293K +$1.41K +40 +0.5%
Creative Planning
59
Creative Planning
Kansas
$286K
VOYA Investment Management
60
VOYA Investment Management
Georgia
$280K
Los Angeles Capital Management
61
Los Angeles Capital Management
California
$255K -$13.4K -381 -5%
SIM
62
Spark Investment Management
New York
$244K +$254K +7,200 New
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$232K +$3.59K +102 +2%
MIM
64
MetLife Investment Management
New Jersey
$227K +$236K +6,695 New
Truist Financial
65
Truist Financial
North Carolina
$203K -$15.9K -450 -7%
FNBTCON
66
First National Bank & Trust Co of Newtown
Pennsylvania
$203K
GI
67
Gradient Investments
Minnesota
$163K +$169K +4,806 New
JP Morgan Chase
68
JP Morgan Chase
New York
$159K +$97.5K +2,768 +146%
UBS Group
69
UBS Group
Switzerland
$157K +$22K +623 +16%
MLICM
70
Metropolitan Life Insurance Company (MetLife)
New York
$139K -$179K -5,066 -55%
GWM
71
Geneos Wealth Management
Colorado
$124K -$17.4K -495 -12%
Legal & General Group
72
Legal & General Group
United Kingdom
$117K -$9.94K -282 -8%
LTFS
73
Ladenburg Thalmann Financial Services
Florida
$106K -$47.1K -1,338 -30%
Bessemer Group
74
Bessemer Group
New Jersey
$106K
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$92.2K +$48.2K +1,368 +101%

YORW Hedge Fund Activity: Q4 2017 in Review

100 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q4 2017, worth a combined $151M — up 2.8% from $147M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new YORW positions and 5 closed out — a net gain of 3 holders — while 26 added to existing stakes and 36 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.2M. The largest seller was Susquehanna International Group, cutting an estimated $1.03M.

  • 100 institutional investors held York Water (YORW) as of Q4 2017, up from 97 in Q3 2017.
  • Funds reported $151M of York Water stock for Q4 2017, up 2.8% quarter-over-quarter.
  • 8 funds opened new York Water positions in Q4 2017 and 5 closed out, a net change of +3 holders.
  • The largest York Water buyer in Q4 2017 was Vanguard Group, an estimated $2.2M added.
  • The largest York Water seller in Q4 2017 was Susquehanna International Group, an estimated $1.03M sold.

Based on aggregated 13F filings for Q4 2017.