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York Water

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: 128129 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$67K
DAM
102
Delta Asset Management
Tennessee
$60K
PAG
103
Private Advisor Group
New Jersey
$60K +$53.9K +1,242 New
AIP
104
Ameritas Investment Partners
Nebraska
$55K
Fidelity Investments
105
Fidelity Investments
Massachusetts
$49K +$5.2K +120 +13%
CCA
106
Column Capital Advisors
Indiana
$47K
Nisa Investment Advisors
107
Nisa Investment Advisors
Missouri
$47K +$34K +785 +393%
MAM
108
Meeder Asset Management
Ohio
$41K -$68.6K -1,583 -65%
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$41K
Canada Life
110
Canada Life
Manitoba, Canada
$41K +$130 +3 +0.3%
AIM
111
Arcadia Investment Management
Michigan
$38K
CAN
112
Cetera Advisor Networks
California
$37K +$33.1K +763 New
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$24.3K -$152K -3,510 -87%
HPC
114
HM Payson & Co
Maine
$20K
CT
115
Caldwell Trust
Florida
$19.2K
CTC
116
Central Trust Company
Missouri
$19K
FHA
117
Flagship Harbor Advisors
Massachusetts
$18K -$4.68K -108 -22%
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$15K
EI
119
Ellevest Inc
New York
$13K +$1.78K +41 +19%
M
120
MOTCO
Texas
$12K
DWA
121
Dorsey Wright & Associates
California
$10K
US Bancorp
122
US Bancorp
Minnesota
$10K +$7.94K +183 +763%
Federated Hermes
123
Federated Hermes
Pennsylvania
$4K -$1.13K -26 -25%
BCA
124
Berman Capital Advisors
Georgia
$4K +$2.73K +63 +154%
S
125
SignatureFD
Georgia
$3K -$43 -1 -2%

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.