We are live on ! Find out more
YORW icon

York Water
YORW

130 hedge funds and large institutions have $226M invested in York Water in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

1% more funds holding

Funds holding: 129 → 130 (+1)

1.75% less ownership

Funds ownership: 42.9% → 41.15% (-1.7%)

15% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 41

16% less capital invested

Capital invested by funds: $268M → $226M (-$41.9M)

Holders
130
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
35
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$2.39M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$861K
3
UBS AM
UBS AM
Illinois
+$770K
4
Millennium Management
Millennium Management
New York
+$747K
5
Invesco
Invesco
Georgia
+$693K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$5.15M
2
Bessemer Group
Bessemer Group
New Jersey
-$2.22M
3
MAM
Martingale Asset Management
Massachusetts
-$2.19M
4
CCM
Cadence Capital Management
Massachusetts
-$1.44M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
101
Citigroup
New York
$61K -$595K -12,991 -90%
SPIA
102
Steward Partners Investment Advisory
New York
$59K – – –
TIS
103
Tortoise Index Solutions
Kansas
$58K +$63.3K +1,382 New
DAM
104
Delta Asset Management
Tennessee
$53K – – –
AIP
105
Ameritas Investment Partners
Nebraska
$49K – – –
F
106
F3Logic
Minnesota
$42.3K +$45.8K +1,000 New
CCA
107
Column Capital Advisors
Indiana
$42K – – –
BBL
108
Beck Bode LLC
Massachusetts
$36K +$38.9K +850 New
AIM
109
Arcadia Investment Management
Michigan
$34K – – –
Lazard Asset Management
110
Lazard Asset Management
New York
$32K +$35.5K +774 New
Canada Life
111
Canada Life
Manitoba, Canada
$31K -$5.72K -125 -14%
FHA
112
Flagship Harbor Advisors
Massachusetts
$21K +$5.82K +127 +32%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$19K -$25.1K -548 -54%
CTC
114
Central Trust Company
Missouri
$17K – – –
HPC
115
HM Payson & Co
Maine
$17K – – –
CT
116
Caldwell Trust
Florida
$16.9K – – –
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
M
118
MOTCO
Texas
$10K – – –
GEA
119
Glen Eagle Advisors
New Jersey
$5.71K +$6.18K +135 New
EI
120
Ellevest Inc
New York
$3K -$8.98K -196 -75%
ABC
121
Associated Banc-Corp
Wisconsin
$3K – – –
BCA
122
Berman Capital Advisors
Georgia
$2K -$1.83K -40 -38%
S
123
SignatureFD
Georgia
$2K – – –
ASN
124
Advisory Services Network
Georgia
$2K +$2.43K +53 New
US Bancorp
125
US Bancorp
Minnesota
$1K -$8.38K -183 -88%
2 3 4
5
6

YORW Hedge Fund Activity: Q3 2020 in Review

130 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q3 2020, worth a combined $226M — down 16% from $268M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new YORW positions and 12 closed out — a net gain of 1 holder — while 35 added to existing stakes and 41 trimmed.

The largest buyer was Charles Schwab, adding an estimated $2.39M. The largest seller was Royce & Associates, exiting entirely with an estimated $5.15M sold.

  • 130 institutional investors held York Water (YORW) as of Q3 2020, up from 129 in Q2 2020.
  • Funds reported $226M of York Water stock for Q3 2020, down 16% quarter-over-quarter.
  • 13 funds opened new York Water positions in Q3 2020 and 12 closed out, a net change of +1 holder.
  • The largest York Water buyer in Q3 2020 was Charles Schwab, an estimated $2.39M added.
  • The largest York Water seller in Q3 2020 was Royce & Associates, an estimated $5.15M sold.

Based on aggregated 13F filings for Q3 2020.