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York Water

121 hedge funds and large institutions have $273M invested in York Water in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.43% more ownership

Funds ownership: 41.38%42.81% (+1.4%)

2% less capital invested

Capital invested by funds: $278M → $273M (-$4.74M)

5% less funds holding

Funds holding: 127121 (-6)

29% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 41

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

98% less call options, than puts

Call options by funds: $9K | Put options by funds: $459K

Holders
121
Holders Change
-6
Holders Change %
-4.72%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
29
Reduced
41
Closed
13
Calls
$9K
Puts
$459K
Net Calls
-$450K
Net Calls Change
-$440K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
51
Barclays
United Kingdom
$531K +$190K +4,172 +62%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$528K +$12.5K +274 +3%
PAM
53
Panagora Asset Management
Massachusetts
$522K +$87.9K +1,928 +22%
State Board of Administration of Florida Retirement System
54
State Board of Administration of Florida Retirement System
Florida
$503K -$497K -10,909 -52%
Two Sigma Advisers
55
Two Sigma Advisers
New York
$460K -$114K -2,500 -21%
CS
56
Credit Suisse
Switzerland
$454K -$199K -4,372 -32%
WT
57
Whittier Trust
California
$441K
MAM
58
Martingale Asset Management
Massachusetts
$413K -$9.12K -200 -2%
FCI
59
Financial Counselors Inc
Kansas
$411K -$2.28K -50 -0.6%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$408K +$4.79K +105 +1%
EM
61
ELCO Management
New York
$401K
MCWS
62
McKinley Carter Wealth Services
West Virginia
$392K +$365K +8,000 New
LPL Financial
63
LPL Financial
California
$386K +$22.8K +500 +7%
Norges Bank
64
Norges Bank
Norway
$364K
OC
65
Oppenheimer & Co
New York
$336K +$9.12K +200 +3%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$312K
MSL
67
Mackay Shields LLC
New York
$303K -$178K -3,900 -39%
VOYA Investment Management
68
VOYA Investment Management
Georgia
$297K +$24.3K +533 +10%
DW
69
Domani Wealth
Pennsylvania
$293K +$1.09K +24 +0.4%
Principal Financial Group
70
Principal Financial Group
Iowa
$280K +$18.1K +397 +7%
State of Wisconsin Investment Board
71
State of Wisconsin Investment Board
Wisconsin
$274K -$68.4K -1,500 -21%
GWSG
72
GPS Wealth Strategies Group
Colorado
$274K +$12.3K +270 +5%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$257K -$5.24K -115 -2%
Citadel Advisors
74
Citadel Advisors
Florida
$255K -$31.9K -699 -12%
MIM
75
MetLife Investment Management
New Jersey
$250K

YORW Hedge Fund Activity: Q1 2021 in Review

121 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q1 2021, worth a combined $273M — down 1.7% from $278M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of YORW and 8 opened new positions — a net loss of 5 holders — while 41 trimmed existing stakes and 29 added.

The largest buyer was Victory Capital Management, adding an estimated $5.13M. The largest seller was Renaissance Technologies, cutting an estimated $1.95M.

  • 121 institutional investors held York Water (YORW) as of Q1 2021, down from 127 in Q4 2020.
  • Funds reported $273M of York Water stock for Q1 2021, down 1.7% quarter-over-quarter.
  • 8 funds opened new York Water positions in Q1 2021 and 13 closed out, a net change of -5 holders.
  • The largest York Water buyer in Q1 2021 was Victory Capital Management, an estimated $5.13M added.
  • The largest York Water seller in Q1 2021 was Renaissance Technologies, an estimated $1.95M sold.

Based on aggregated 13F filings for Q1 2021.