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York Water

123 hedge funds and large institutions have $247M invested in York Water in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $222M → $247M (+$25M)

9% more funds holding

Funds holding: 113123 (+10)

2.06% more ownership

Funds ownership: 39.09%41.15% (+2.1%)

9% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 32

Holders
123
Holders Change
+10
Holders Change %
+8.85%
% of All Funds
2.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
35
Reduced
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
51
Two Sigma Investments
New York
$616K +$182K +4,150 +45%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$604K
Barclays
53
Barclays
United Kingdom
$596K +$287K +6,536 +102%
AllianceBernstein
54
AllianceBernstein
Tennessee
$580K -$55.3K -1,260 -9%
GRP
55
Global Retirement Partners
California
$579K
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$571K -$11.7K -266 -2%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$568K +$18.4K +419 +4%
BCM
58
Brown Capital Management
Maryland
$519K
Deutsche Bank
59
Deutsche Bank
Germany
$501K +$32.5K +742 +7%
SIM
60
Spark Investment Management
New York
$474K +$452K +10,300 New
CS
61
Credit Suisse
Switzerland
$450K -$52.6K -1,199 -11%
Citadel Advisors
62
Citadel Advisors
Florida
$439K +$418K +9,525 New
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$424K +$7.02K +160 +2%
WT
64
Whittier Trust
California
$415K
American Century Companies
65
American Century Companies
Missouri
$407K +$387K +8,825 New
FCI
66
Financial Counselors Inc
Kansas
$396K
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$379K -$20.1K -458 -5%
AIG
68
American International Group
New York
$373K -$2.98K -68 -0.8%
CEP
69
Chicago Equity Partners
Illinois
$372K -$237K -5,395 -40%
MF
70
Magnetar Financial
Illinois
$354K +$337K +7,688 New
Norges Bank
71
Norges Bank
Norway
$342K
TCA
72
Tortoise Capital Advisors
Kansas
$341K -$194K -4,414 -37%
VOYA Investment Management
73
VOYA Investment Management
Georgia
$338K +$48.9K +1,115 +18%
Two Sigma Advisers
74
Two Sigma Advisers
New York
$309K +$21.9K +500 +8%
MIM
75
MetLife Investment Management
New Jersey
$309K

YORW Hedge Fund Activity: Q4 2019 in Review

123 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q4 2019, worth a combined $247M — up 11% from $222M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new YORW positions and 7 closed out — a net gain of 11 holders — while 35 added to existing stakes and 32 trimmed.

The largest buyer was BlackRock, adding an estimated $3.34M. The largest seller was Winton Group, exiting entirely with an estimated $764K sold.

  • 123 institutional investors held York Water (YORW) as of Q4 2019, up from 113 in Q3 2019.
  • Funds reported $247M of York Water stock for Q4 2019, up 11% quarter-over-quarter.
  • 18 funds opened new York Water positions in Q4 2019 and 7 closed out, a net change of +11 holders.
  • The largest York Water buyer in Q4 2019 was BlackRock, an estimated $3.34M added.
  • The largest York Water seller in Q4 2019 was Winton Group, an estimated $764K sold.

Based on aggregated 13F filings for Q4 2019.