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York Water
YORW

129 hedge funds and large institutions have $268M invested in York Water in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 36

15% more capital invested

Capital invested by funds: $234M → $268M (+$34.3M)

1.58% more ownership

Funds ownership: 41.32% → 42.9% (+1.6%)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

1% more funds holding

Funds holding: 128 → 129 (+1)

Holders
129
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
48
Reduced
36
Closed
11
Calls
$369K
Puts
–
Net Calls
+$369K
Net Calls Change
+$795K

Top Buyers

Rank Fund Capital Flow
1
ProShare Advisors
ProShare Advisors
Maryland
+$6.84M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$4.65M
3
BlackRock
BlackRock
New York
+$2.6M
4
Invesco
Invesco
Georgia
+$2.37M
5
KBC Group
KBC Group
Belgium
+$1.96M

Top Sellers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
-$2.55M
2
Millennium Management
Millennium Management
New York
-$1.79M
3
NSIM
North Star Investment Management
Illinois
-$1.61M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.58M
5
First Trust Advisors
First Trust Advisors
Illinois
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
76
UBS Group
Switzerland
$326K -$125K -2,873 -30%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$323K -$21.3K -491 -7%
OC
78
Oppenheimer & Co
New York
$321K +$30.8K +710 +12%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$305K – – –
Jane Street
80
Jane Street
New York
$285K -$282K -6,497 -52%
DW
81
Domani Wealth
Pennsylvania
$283K +$1.08K +25 +0.4%
ZCM
82
Zebra Capital Management
Connecticut
$273K +$24.3K +561 +11%
TCA
83
Tortoise Capital Advisors
Kansas
$262K -$125K -2,876 -34%
Two Sigma Investments
84
Two Sigma Investments
New York
$259K -$88.2K -2,033 -27%
SFI
85
Susquehanna Fundamental Investments
Pennsylvania
$259K +$234K +5,400 New
VOYA Investment Management
86
VOYA Investment Management
Georgia
$229K -$106K -2,455 -34%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$227K +$205K +4,736 New
GCP
88
GSA Capital Partners
United Kingdom
$223K -$727K -16,754 -78%
Principal Financial Group
89
Principal Financial Group
Iowa
$222K -$366K -8,444 -65%
Kovitz Investment Group Partners
90
Kovitz Investment Group Partners
Illinois
$221K – – –
PCM
91
Palisade Capital Management
New Jersey
$221K +$199K +4,600 New
GHA
92
GW Henssler & Associates
Georgia
$220K +$199K +4,578 New
CAM
93
Costello Asset Management
Pennsylvania
$219K +$198K +4,557 New
MLICM
94
Metropolitan Life Insurance Company (MetLife)
New York
$199K – – –
GWM
95
Geneos Wealth Management
Colorado
$160K – – –
TRCT
96
Tower Research Capital (TRC)
New York
$125K +$108K +2,480 +1,837%
GI
97
Gradient Investments
Minnesota
$112K – – –
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$84K +$50.9K +1,174 +175%
ST
99
Sageworth Trust
Pennsylvania
$77K – – –
CFA
100
Carroll Financial Associates
North Carolina
$75K – – –
2 3
4
5 6

YORW Hedge Fund Activity: Q2 2020 in Review

129 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q2 2020, worth a combined $268M — up 15% from $234M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new YORW positions and 11 closed out — a net gain of 1 holder — while 48 added to existing stakes and 36 trimmed.

The largest buyer was ProShare Advisors, opening a new position worth an estimated $6.84M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $2.55M sold.

  • 129 institutional investors held York Water (YORW) as of Q2 2020, up from 128 in Q1 2020.
  • Funds reported $268M of York Water stock for Q2 2020, up 15% quarter-over-quarter.
  • 12 funds opened new York Water positions in Q2 2020 and 11 closed out, a net change of +1 holder.
  • The largest York Water buyer in Q2 2020 was ProShare Advisors, an estimated $6.84M added.
  • The largest York Water seller in Q2 2020 was Allianz Asset Management, an estimated $2.55M sold.

Based on aggregated 13F filings for Q2 2020.