We are live on ! Find out more
YORW icon

York Water
YORW

103 hedge funds and large institutions have $173M invested in York Water in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

6% more funds holding

Funds holding: 97 → 103 (+6)

6% more capital invested

Capital invested by funds: $163M → $173M (+$9.54M)

0.6% more ownership

Funds ownership: 36.66% → 37.26% (+0.6%)

Holders
103
Holders Change
+6
Holders Change %
+6.19%
% of All Funds
2.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
36
Reduced
26
Closed
4
Calls
$353K
Puts
–
Net Calls
+$353K
Net Calls Change
-$24K

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$1.83M
2
BlackRock
BlackRock
New York
+$1.64M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$619K
4
Allianz Asset Management
Allianz Asset Management
Germany
+$611K
5
CCM
Cadence Capital Management
Massachusetts
+$499K

Top Sellers

Rank Fund Capital Flow
1
WAM
Water Asset Management
New York
-$652K
2
BCM
Bridgeway Capital Management
Texas
-$642K
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$622K
4
Los Angeles Capital Management
Los Angeles Capital Management
California
-$522K
5
PCM
Penn Capital Management
Pennsylvania
-$372K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
101
Berman Capital Advisors
Georgia
$1K – – –
PCP
102
Proficio Capital Partners
Massachusetts
$1K +$412 +12 +50%
CAW
103
Cornerstone Advisors (Washington)
Washington
$1K +$686 +20 New
BCM
104
Bridgeway Capital Management
Texas
– -$642K -18,714 Closed
CG
105
Cutler Group
California
– -$113K -3,297 Closed
TRCT
106
Tower Research Capital (TRC)
New York
– -$20K -597 Closed
BBNA
107
Bremer Bank National Association
Minnesota
– -$5K -150 Closed
1 2 3 4
5

YORW Hedge Fund Activity: Q2 2019 in Review

103 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q2 2019, worth a combined $173M — up 5.9% from $163M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new YORW positions and 4 closed out — a net gain of 8 holders — while 36 added to existing stakes and 26 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $1.83M. The largest seller was Water Asset Management, cutting an estimated $652K.

  • 103 institutional investors held York Water (YORW) as of Q2 2019, up from 97 in Q1 2019.
  • Funds reported $173M of York Water stock for Q2 2019, up 5.9% quarter-over-quarter.
  • 12 funds opened new York Water positions in Q2 2019 and 4 closed out, a net change of +8 holders.
  • The largest York Water buyer in Q2 2019 was Nuveen, an estimated $1.83M added.
  • The largest York Water seller in Q2 2019 was Water Asset Management, an estimated $652K sold.

Based on aggregated 13F filings for Q2 2019.