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York Water
YORW

123 hedge funds and large institutions have $247M invested in York Water in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $222M → $247M (+$25M)

9% more funds holding

Funds holding: 113 → 123 (+10)

2.06% more ownership

Funds ownership: 39.09% → 41.15% (+2.1%)

9% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 32

Holders
123
Holders Change
+10
Holders Change %
+8.85%
% of All Funds
2.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
35
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.34M
2
MAM
Martingale Asset Management
Massachusetts
+$1.67M
3
First Trust Advisors
First Trust Advisors
Illinois
+$901K
4
Bessemer Group
Bessemer Group
New Jersey
+$811K
5
AI
Atom Investors
Texas
+$807K

Top Sellers

Rank Fund Capital Flow
1
WG
Winton Group
United Kingdom
-$764K
2
Vanguard Group
Vanguard Group
Pennsylvania
-$496K
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$331K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$277K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$276K
Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
76
GSA Capital Partners
United Kingdom
$299K +$285K +6,494 New
PAM
77
Panagora Asset Management
Massachusetts
$295K +$20K +457 +8%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$293K – – –
Russell Investments Group
79
Russell Investments Group
United Kingdom
$289K – – –
T. Rowe Price Associates
80
T. Rowe Price Associates
Maryland
$284K +$23.2K +530 +9%
HTC
81
Haverford Trust Company
Pennsylvania
$279K +$265K +6,050 New
OC
82
Oppenheimer & Co
New York
$275K +$48.5K +1,105 +23%
DW
83
Domani Wealth
Pennsylvania
$270K +$1.01K +23 +0.4%
ZCM
84
Zebra Capital Management
Connecticut
$254K +$241K +5,499 New
MWP
85
MYCIO Wealth Partners
Pennsylvania
$235K – – –
JG
86
Jefferies Group
New York
$231K +$219K +5,000 New
Legal & General Group
87
Legal & General Group
United Kingdom
$213K +$25.3K +577 +14%
Kovitz Investment Group Partners
88
Kovitz Investment Group Partners
Illinois
$212K – – –
PCM
89
Palisade Capital Management
New Jersey
$212K – – –
Los Angeles Capital Management
90
Los Angeles Capital Management
California
$201K -$139K -3,160 -42%
MLICM
91
Metropolitan Life Insurance Company (MetLife)
New York
$191K – – –
GWM
92
Geneos Wealth Management
Colorado
$171K – – –
Citigroup
93
Citigroup
New York
$141K -$78.2K -1,783 -37%
Victory Capital Management
94
Victory Capital Management
Texas
$138K +$28.9K +660 +28%
GI
95
Gradient Investments
Minnesota
$108K – – –
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$106K +$21.5K +491 +27%
EA
97
Emerald Advisers
Pennsylvania
$97K +$92.5K +2,110 New
BNP Paribas Financial Markets
98
BNP Paribas Financial Markets
France
$95.3K -$395 -9 -0.4%
AG
99
Advisor Group
Arizona
$79K – – –
ST
100
Sageworth Trust
Pennsylvania
$74K – – –
2 3
4
5 6

YORW Hedge Fund Activity: Q4 2019 in Review

123 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q4 2019, worth a combined $247M — up 11% from $222M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new YORW positions and 7 closed out — a net gain of 11 holders — while 35 added to existing stakes and 32 trimmed.

The largest buyer was BlackRock, adding an estimated $3.34M. The largest seller was Winton Group, exiting entirely with an estimated $764K sold.

  • 123 institutional investors held York Water (YORW) as of Q4 2019, up from 113 in Q3 2019.
  • Funds reported $247M of York Water stock for Q4 2019, up 11% quarter-over-quarter.
  • 18 funds opened new York Water positions in Q4 2019 and 7 closed out, a net change of +11 holders.
  • The largest York Water buyer in Q4 2019 was BlackRock, an estimated $3.34M added.
  • The largest York Water seller in Q4 2019 was Winton Group, an estimated $764K sold.

Based on aggregated 13F filings for Q4 2019.