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York Water
YORW

97 hedge funds and large institutions have $147M invested in York Water in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,900% more call options, than puts

Call options by funds: $800K | Put options by funds: $5K

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

24% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 25

2% more funds holding

Funds holding: 95 → 97 (+2)

1.75% less ownership

Funds ownership: 35.49% → 33.74% (-1.7%)

7% less capital invested

Capital invested by funds: $159M → $147M (-$11.8M)

Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
2.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
31
Reduced
25
Closed
4
Calls
$800K
Puts
$5K
Net Calls
+$795K
Net Calls Change
+$614K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.18M
2
BlackRock
BlackRock
New York
+$618K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$483K
4
CS
Credit Suisse
Switzerland
+$350K
5
Millennium Management
Millennium Management
New York
+$272K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.06M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$1.1M
3
M&T Bank
M&T Bank
New York
-$525K
4
VRS
Virginia Retirement Systems
Virginia
-$345K
5
KBC Group
KBC Group
Belgium
-$227K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
76
Panagora Asset Management
Massachusetts
$79K +$79K +2,329 New
JP Morgan Chase
77
JP Morgan Chase
New York
$67K – – –
CFA
78
Carroll Financial Associates
North Carolina
$55K – – –
FMA
79
FNY Managed Accounts
New York
$54K +$54.2K +1,600 New
Canada Life
80
Canada Life
Manitoba, Canada
$49K – – –
Simplex Trading
81
Simplex Trading
Illinois
$47K +$40.5K +1,194 +555%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$45.8K -$4.85K -143 -10%
DAM
83
Delta Asset Management
Tennessee
$42K – – –
AIP
84
Ameritas Investment Partners
Nebraska
$32K – – –
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$29K -$33.9K -1,000 -54%
AG
86
Advisor Group
Arizona
$27K – – –
Citigroup
87
Citigroup
New York
$27K +$6.07K +179 +29%
SPIA
88
Steward Partners Investment Advisory
New York
$23K – – –
M
89
MOTCO
Texas
$17K – – –
SEI Investments
90
SEI Investments
Pennsylvania
$15K +$15.3K +451 New
Barclays
91
Barclays
United Kingdom
$10K +$2.58K +76 +34%
IA
92
IFP Advisors
Florida
$5K – – –
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$4K +$4.04K +119 New
US Bancorp
94
US Bancorp
Minnesota
$4K +$4.34K +128 New
WIM
95
Westside Investment Management
California
$1.09K – – –
SIC
96
Salem Investment Counselors
North Carolina
$1K – – –
VRS
97
Virginia Retirement Systems
Virginia
– -$345K -9,900 Closed
AG
98
Aperio Group
California
– -$209K -5,988 Closed
CCIA
99
Campbell & Co Investment Adviser
Maryland
– -$206K -5,905 Closed
GI
100
Gradient Investments
Minnesota
– -$167K -4,806 Closed
1 2 3
4
5

YORW Hedge Fund Activity: Q3 2017 in Review

97 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q3 2017, worth a combined $147M — down 7.4% from $159M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new YORW positions and 4 closed out — a net gain of 3 holders — while 31 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.18M. The largest seller was Susquehanna International Group, cutting an estimated $3.06M.

  • 97 institutional investors held York Water (YORW) as of Q3 2017, up from 95 in Q2 2017.
  • Funds reported $147M of York Water stock for Q3 2017, down 7.4% quarter-over-quarter.
  • 7 funds opened new York Water positions in Q3 2017 and 4 closed out, a net change of +3 holders.
  • The largest York Water buyer in Q3 2017 was Morgan Stanley, an estimated $1.18M added.
  • The largest York Water seller in Q3 2017 was Susquehanna International Group, an estimated $3.06M sold.

Based on aggregated 13F filings for Q3 2017.