York Water
YORW
80 hedge funds and large institutions have $80.5M invested in York Water in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
5% more funds holding
Funds holding: 76 → 80 (+4)
5% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 22
4% more capital invested
Capital invested by funds: $77.1M → $80.5M (+$3.41M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PTC
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
+$1.37M |
| 2 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
+$660K |
| 3 |
Renaissance Technologies
New York
|
+$589K |
| 4 |
Millennium Management
New York
|
+$368K |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$330K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$697K |
| 2 |
Bank of New York Mellon
New York
|
-$260K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$258K |
| 4 |
First Manhattan
New York
|
-$179K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$155K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
US Bancorp
Minneapolis,
Minnesota
| $3K | – | – | – |
|
|
SIM
77
Sonora Investment Management
Tucson,
Arizona
| $3K | +$2.59K | +122 | New |
|
78
Barclays
London,
United Kingdom
| $1K | -$3.81K | -179 | -72% |
|
|
EWM
79
Edge Wealth Management
New York
| $1K | – | – | – |
|
80
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $180 | – | – | – |
|
|
VKH
81
Virtu KCG Holdings
New York
| – | -$258K | -12,356 | Closed |
|
|
JG
82
Jefferies Group
New York
| – | -$2K | -87 | Closed |
|
83
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$1K | -39 | Closed |
|
YORW Hedge Fund Activity: Q3 2015 in Review
80 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q3 2015, worth a combined $80.5M — up 4.4% from $77.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new YORW positions and 4 closed out — a net gain of 4 holders — while 23 added to existing stakes and 22 trimmed.
The largest buyer was Philadelphia Trust Company, adding an estimated $1.37M. The largest seller was Kennedy Capital Management, cutting an estimated $697K.
- 80 institutional investors held York Water (YORW) as of Q3 2015, up from 76 in Q2 2015.
- Funds reported $80.5M of York Water stock for Q3 2015, up 4.4% quarter-over-quarter.
- 8 funds opened new York Water positions in Q3 2015 and 4 closed out, a net change of +4 holders.
- The largest York Water buyer in Q3 2015 was Philadelphia Trust Company, an estimated $1.37M added.
- The largest York Water seller in Q3 2015 was Kennedy Capital Management, an estimated $697K sold.
Based on aggregated 13F filings for Q3 2015.