York Water
YORW
97 hedge funds and large institutions have $163M invested in York Water in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 31 reducing their positions, and 6 closing their positions.
650% more call options, than puts
Call options by funds: $435K | Put options by funds: $58K
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
8% more capital invested
Capital invested by funds: $150M → $163M (+$12.5M)
1% more funds holding
Funds holding: 96 → 97 (+1)
0.38% more ownership
Funds ownership: 36.28% → 36.66% (+0.38%)
19% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
+$3M |
| 2 |
WAM
Water Asset Management
New York
|
+$1.16M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$656K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$610K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$321K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$734K |
| 2 |
Morgan Stanley
New York
|
-$599K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$433K |
| 4 |
CAM
Costello Asset Management
Feasterville,
Pennsylvania
|
-$425K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$414K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PGFC
101
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
| – | -$214K | -6,681 | Closed |
|
102
D.E. Shaw & Co
New York
| – | -$206K | -6,411 | Closed |
|
|
RWA
103
River Wealth Advisors
Camp Hill,
Pennsylvania
| – | -$93K | -2,900 | Closed |
|
YORW Hedge Fund Activity: Q1 2019 in Review
97 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q1 2019, worth a combined $163M — up 8.3% from $150M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new YORW positions and 6 closed out — a net gain of 1 holder — while 25 added to existing stakes and 31 trimmed.
The largest buyer was Penn Capital Management, opening a new position worth an estimated $3M. The largest seller was First Trust Advisors, cutting an estimated $734K.
- 97 institutional investors held York Water (YORW) as of Q1 2019, up from 96 in Q4 2018.
- Funds reported $163M of York Water stock for Q1 2019, up 8.3% quarter-over-quarter.
- 7 funds opened new York Water positions in Q1 2019 and 6 closed out, a net change of +1 holder.
- The largest York Water buyer in Q1 2019 was Penn Capital Management, an estimated $3M added.
- The largest York Water seller in Q1 2019 was First Trust Advisors, an estimated $734K sold.
Based on aggregated 13F filings for Q1 2019.