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York Water

101 hedge funds and large institutions have $142M invested in York Water in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $877K | Put options by funds: $603K

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

15% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 27

6% more capital invested

Capital invested by funds: $134M → $142M (+$7.66M)

3% more funds holding

Funds holding: 98101 (+3)

0.97% more ownership

Funds ownership: 33.61%34.57% (+0.97%)

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
2.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
31
Reduced
27
Closed
7
Calls
$877K
Puts
$603K
Net Calls
+$274K
Net Calls Change
+$522K
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
76
Bessemer Group
New Jersey
$83K -$17.2K -536 -17%
PAM
77
Panagora Asset Management
Massachusetts
$60K
Legal & General Group
78
Legal & General Group
United Kingdom
$57K -$18.5K -576 -24%
CG
79
Cutler Group
California
$55K +$30.6K +955 +121%
AIM
80
Arcadia Investment Management
Michigan
$52K
Canada Life
81
Canada Life
Manitoba, Canada
$52K
CFA
82
Carroll Financial Associates
North Carolina
$50K
DAM
83
Delta Asset Management
Tennessee
$40K
Citigroup
84
Citigroup
New York
$39K +$24.1K +753 +162%
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$38K +$38.4K +1,197 +39,900%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$34K +$34.4K +1,075 New
AIP
87
Ameritas Investment Partners
Nebraska
$32K
Barclays
88
Barclays
United Kingdom
$30K -$55.3K -1,727 -65%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$24K +$2.92K +91 +14%
SPIA
90
Steward Partners Investment Advisory
New York
$22K
TRCT
91
Tower Research Capital (TRC)
New York
$21K +$16.5K +516 +325%
TIS
92
Tortoise Index Solutions
Kansas
$20K -$256 -8 -1%
SEI Investments
93
SEI Investments
Pennsylvania
$17K +$3.11K +97 +22%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$16.8K -$72K -2,247 -81%
AG
95
Advisor Group
Arizona
$15K -$2.63K -82 -15%
M
96
MOTCO
Texas
$8K
PIA
97
Piedmont Investment Advisors
North Carolina
$7K +$7.18K +224 New
CF
98
Centaurus Financial
California
$6K +$6.41K +200 New
US Bancorp
99
US Bancorp
Minnesota
$5K
APA
100
American Portfolios Advisors
New York
$3.18K +$3.2K +100 New

YORW Hedge Fund Activity: Q2 2018 in Review

101 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q2 2018, worth a combined $142M — up 5.7% from $134M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new YORW positions and 7 closed out — a net gain of 3 holders — while 31 added to existing stakes and 27 trimmed.

The largest buyer was BlackRock, adding an estimated $1.98M. The largest seller was Guggenheim Capital, cutting an estimated $1.41M.

  • 101 institutional investors held York Water (YORW) as of Q2 2018, up from 98 in Q1 2018.
  • Funds reported $142M of York Water stock for Q2 2018, up 5.7% quarter-over-quarter.
  • 10 funds opened new York Water positions in Q2 2018 and 7 closed out, a net change of +3 holders.
  • The largest York Water buyer in Q2 2018 was BlackRock, an estimated $1.98M added.
  • The largest York Water seller in Q2 2018 was Guggenheim Capital, an estimated $1.41M sold.

Based on aggregated 13F filings for Q2 2018.