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York Water

100 hedge funds and large institutions have $151M invested in York Water in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 36 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $773K | Put options by funds: $415K

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

3% more funds holding

Funds holding: 97100 (+3)

3% more capital invested

Capital invested by funds: $147M → $151M (+$4.13M)

0.92% more ownership

Funds ownership: 33.74%34.66% (+0.92%)

28% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 36

Holders
100
Holders Change
+3
Holders Change %
+3.09%
% of All Funds
2.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
26
Reduced
36
Closed
5
Calls
$773K
Puts
$415K
Net Calls
+$358K
Net Calls Change
-$437K
Name Holding Trade Value Shares
Change
Change in
Stake
CG
76
Cutler Group
California
$88K -$22.9K -650 -20%
AIM
77
Arcadia Investment Management
Michigan
$82K
PAM
78
Panagora Asset Management
Massachusetts
$79K
Citigroup
79
Citigroup
New York
$73K +$48.3K +1,371 +174%
Barclays
80
Barclays
United Kingdom
$72K +$64.7K +1,837 +616%
Parallax Volatility Advisers
81
Parallax Volatility Advisers
California
$65K +$68.1K +1,932 New
CFA
82
Carroll Financial Associates
North Carolina
$53K
TRCT
83
Tower Research Capital (TRC)
New York
$52K -$32.2K -914 -37%
Canada Life
84
Canada Life
Manitoba, Canada
$47K
DAM
85
Delta Asset Management
Tennessee
$42K
AIP
86
Ameritas Investment Partners
Nebraska
$34K
SEI Investments
87
SEI Investments
Pennsylvania
$28K +$13.2K +375 +83%
Simplex Trading
88
Simplex Trading
Illinois
$26K -$22.2K -630 -45%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$23K -$6.87K -195 -22%
SPIA
90
Steward Partners Investment Advisory
New York
$23K
AG
91
Advisor Group
Arizona
$22K -$5.11K -145 -18%
CA
92
Calton & Associates
Florida
$16K +$17.6K +500 New
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$14K +$14.1K +400 New
TIS
94
Tortoise Index Solutions
Kansas
$14K +$14.5K +411 New
M
95
MOTCO
Texas
$8K -$8.7K -247 -50%
US Bancorp
96
US Bancorp
Minnesota
$4K -$70 -2 -2%
STA
97
Summit Trail Advisors
New York
$4K +$3.98K +113 New
WIM
98
Westside Investment Management
California
$1.03K
SIC
99
Salem Investment Counselors
North Carolina
$1K
Stifel Financial
100
Stifel Financial
Missouri
-$244K -7,149 Closed

YORW Hedge Fund Activity: Q4 2017 in Review

100 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q4 2017, worth a combined $151M — up 2.8% from $147M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new YORW positions and 5 closed out — a net gain of 3 holders — while 26 added to existing stakes and 36 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.2M. The largest seller was Susquehanna International Group, cutting an estimated $1.03M.

  • 100 institutional investors held York Water (YORW) as of Q4 2017, up from 97 in Q3 2017.
  • Funds reported $151M of York Water stock for Q4 2017, up 2.8% quarter-over-quarter.
  • 8 funds opened new York Water positions in Q4 2017 and 5 closed out, a net change of +3 holders.
  • The largest York Water buyer in Q4 2017 was Vanguard Group, an estimated $2.2M added.
  • The largest York Water seller in Q4 2017 was Susquehanna International Group, an estimated $1.03M sold.

Based on aggregated 13F filings for Q4 2017.