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York Water

121 hedge funds and large institutions have $273M invested in York Water in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.43% more ownership

Funds ownership: 41.38%42.81% (+1.4%)

2% less capital invested

Capital invested by funds: $278M → $273M (-$4.74M)

5% less funds holding

Funds holding: 127121 (-6)

29% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 41

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

98% less call options, than puts

Call options by funds: $9K | Put options by funds: $459K

Holders
121
Holders Change
-6
Holders Change %
-4.72%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
29
Reduced
41
Closed
13
Calls
$9K
Puts
$459K
Net Calls
-$450K
Net Calls Change
-$440K
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
76
Collective Family Office
Pennsylvania
$249K
GHA
77
GW Henssler & Associates
Georgia
$230K +$4.56K +100 +2%
Kovitz Investment Group Partners
78
Kovitz Investment Group Partners
Illinois
$225K
PCM
79
Palisade Capital Management
New Jersey
$225K
CAM
80
Costello Asset Management
Pennsylvania
$213K -$4.51K -99 -2%
Osaic Holdings
81
Osaic Holdings
Arizona
$212K -$89.6K -1,964 -31%
MLICM
82
Metropolitan Life Insurance Company (MetLife)
New York
$188K -$14.1K -310 -7%
TCA
83
Tortoise Capital Advisors
Kansas
$172K
GWM
84
Geneos Wealth Management
Colorado
$163K
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$120K -$6.52K -143 -6%
GI
86
Gradient Investments
Minnesota
$114K
UBS Group
87
UBS Group
Switzerland
$99K -$10.5K -230 -10%
Citigroup
88
Citigroup
New York
$81K -$77.1K -1,691 -50%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$81K -$75.1K -1,647 -50%
ST
90
Sageworth Trust
Pennsylvania
$78K
CFA
91
Carroll Financial Associates
North Carolina
$77K
SPIA
92
Steward Partners Investment Advisory
New York
$68.6K
DAM
93
Delta Asset Management
Tennessee
$61K
AIP
94
Ameritas Investment Partners
Nebraska
$57K
CCA
95
Column Capital Advisors
Indiana
$49K
AIM
96
Arcadia Investment Management
Michigan
$39K
Bessemer Group
97
Bessemer Group
New Jersey
$37K -$9.35K -205 -21%
TRCT
98
Tower Research Capital (TRC)
New York
$21K -$62.1K -1,362 -76%
CTC
99
Central Trust Company
Missouri
$20K
HPC
100
HM Payson & Co
Maine
$20K

YORW Hedge Fund Activity: Q1 2021 in Review

121 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q1 2021, worth a combined $273M — down 1.7% from $278M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of YORW and 8 opened new positions — a net loss of 5 holders — while 41 trimmed existing stakes and 29 added.

The largest buyer was Victory Capital Management, adding an estimated $5.13M. The largest seller was Renaissance Technologies, cutting an estimated $1.95M.

  • 121 institutional investors held York Water (YORW) as of Q1 2021, down from 127 in Q4 2020.
  • Funds reported $273M of York Water stock for Q1 2021, down 1.7% quarter-over-quarter.
  • 8 funds opened new York Water positions in Q1 2021 and 13 closed out, a net change of -5 holders.
  • The largest York Water buyer in Q1 2021 was Victory Capital Management, an estimated $5.13M added.
  • The largest York Water seller in Q1 2021 was Renaissance Technologies, an estimated $1.95M sold.

Based on aggregated 13F filings for Q1 2021.