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York Water

129 hedge funds and large institutions have $268M invested in York Water in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 36

15% more capital invested

Capital invested by funds: $234M → $268M (+$34.3M)

1.58% more ownership

Funds ownership: 41.32%42.9% (+1.6%)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

1% more funds holding

Funds holding: 128129 (+1)

Holders
129
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
48
Reduced
36
Closed
11
Calls
$369K
Puts
Net Calls
+$369K
Net Calls Change
+$795K
Name Holding Trade Value Shares
Change
Change in
Stake
WG
51
Winton Group
United Kingdom
$606K +$329K +7,593 +151%
GRP
52
Global Retirement Partners
California
$603K
SGI
53
Summit Global Investments
Utah
$600K -$17.3K -400 -3%
SO
54
STRS Ohio
Ohio
$594K +$43.4K +1,000 +9%
KFA
55
Krane Funds Advisors
New York
$590K +$533K +12,298 New
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$563K -$16.6K -382 -3%
BCM
57
Brown Capital Management
Maryland
$540K
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$502K -$9.63K -222 -2%
CS
59
Credit Suisse
Switzerland
$462K +$37.8K +872 +10%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$462K +$418K +9,639 New
Legal & General Group
61
Legal & General Group
United Kingdom
$459K +$43K +992 +12%
Two Sigma Advisers
62
Two Sigma Advisers
New York
$446K +$60.7K +1,400 +18%
WT
63
Whittier Trust
California
$432K
FCI
64
Financial Counselors Inc
Kansas
$405K -$217 -5 -0.1%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$388K -$14.5K -334 -4%
Osaic Holdings
66
Osaic Holdings
Arizona
$381K +$11.4K +264 +3%
AIG
67
American International Group
New York
$381K +$13K +299 +4%
AQR Capital Management
68
AQR Capital Management
Connecticut
$380K +$32.3K +745 +10%
AG
69
Aperio Group
California
$364K +$82K +1,890 +33%
VRS
70
Virginia Retirement Systems
Virginia
$360K -$4.34K -100 -1%
Norges Bank
71
Norges Bank
Norway
$356K
Victory Capital Management
72
Victory Capital Management
Texas
$343K +$127K +2,919 +69%
SG Americas Securities
73
SG Americas Securities
New York
$340K +$114K +2,620 +58%
MIM
74
MetLife Investment Management
New Jersey
$331K +$76.9K +1,773 +35%
PAM
75
Panagora Asset Management
Massachusetts
$328K

YORW Hedge Fund Activity: Q2 2020 in Review

129 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q2 2020, worth a combined $268M — up 15% from $234M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new YORW positions and 11 closed out — a net gain of 1 holder — while 48 added to existing stakes and 36 trimmed.

The largest buyer was ProShare Advisors, opening a new position worth an estimated $6.84M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $2.55M sold.

  • 129 institutional investors held York Water (YORW) as of Q2 2020, up from 128 in Q1 2020.
  • Funds reported $268M of York Water stock for Q2 2020, up 15% quarter-over-quarter.
  • 12 funds opened new York Water positions in Q2 2020 and 11 closed out, a net change of +1 holder.
  • The largest York Water buyer in Q2 2020 was ProShare Advisors, an estimated $6.84M added.
  • The largest York Water seller in Q2 2020 was Allianz Asset Management, an estimated $2.55M sold.

Based on aggregated 13F filings for Q2 2020.