York Water
YORW
130 hedge funds and large institutions have $226M invested in York Water in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 41 reducing their positions, and 12 closing their positions.
8% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 12
1% more funds holding
Funds holding: 129 → 130 (+1)
1.75% less ownership
Funds ownership: 42.9% → 41.15% (-1.7%)
15% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 41
16% less capital invested
Capital invested by funds: $268M → $226M (-$41.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$2.39M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$861K |
| 3 |
UBS AM
Chicago,
Illinois
|
+$770K |
| 4 |
Millennium Management
New York
|
+$747K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$693K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$5.15M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$2.22M |
| 3 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$2.19M |
| 4 |
CCM
Cadence Capital Management
Boston,
Massachusetts
|
-$1.44M |
| 5 |
Renaissance Technologies
New York
|
-$1.42M |
YORW Hedge Fund Activity: Q3 2020 in Review
130 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q3 2020, worth a combined $226M — down 16% from $268M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new YORW positions and 12 closed out — a net gain of 1 holder — while 35 added to existing stakes and 41 trimmed.
The largest buyer was Charles Schwab, adding an estimated $2.39M. The largest seller was Royce & Associates, exiting entirely with an estimated $5.15M sold.
- 130 institutional investors held York Water (YORW) as of Q3 2020, up from 129 in Q2 2020.
- Funds reported $226M of York Water stock for Q3 2020, down 16% quarter-over-quarter.
- 13 funds opened new York Water positions in Q3 2020 and 12 closed out, a net change of +1 holder.
- The largest York Water buyer in Q3 2020 was Charles Schwab, an estimated $2.39M added.
- The largest York Water seller in Q3 2020 was Royce & Associates, an estimated $5.15M sold.
Based on aggregated 13F filings for Q3 2020.