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York Water
YORW

127 hedge funds and large institutions have $278M invested in York Water in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 34

23% more capital invested

Capital invested by funds: $226M → $278M (+$52M)

0.23% more ownership

Funds ownership: 41.15% → 41.38% (+0.23%)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

2% less funds holding

Funds holding: 130 → 127 (-3)

43% less call options, than puts

Call options by funds: $13K | Put options by funds: $23K

Holders
127
Holders Change
-3
Holders Change %
-2.31%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
44
Reduced
34
Closed
13
Calls
$13K
Puts
$23K
Net Calls
-$10K
Net Calls Change
-$10K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.63M
2
JP Morgan Chase
JP Morgan Chase
New York
+$1.13M
3
ProShare Advisors
ProShare Advisors
Maryland
+$1.04M
4
GC
Gratus Capital
Georgia
+$852K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$786K

Top Sellers

Rank Fund Capital Flow
1
MAM
Martingale Asset Management
Massachusetts
-$1.66M
2
Renaissance Technologies
Renaissance Technologies
New York
-$1.06M
3
Invesco
Invesco
Georgia
-$1.01M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$794K
5
WG
Winton Group
United Kingdom
-$605K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
101
Tower Research Capital (TRC)
New York
$84K -$480K -10,488 -85%
ST
102
Sageworth Trust
Pennsylvania
$75K – – –
CFA
103
Carroll Financial Associates
North Carolina
$73K – – –
TIS
104
Tortoise Index Solutions
Kansas
$72K +$7.6K +166 +12%
SPIA
105
Steward Partners Investment Advisory
New York
$65K – – –
DAM
106
Delta Asset Management
Tennessee
$58K – – –
AIP
107
Ameritas Investment Partners
Nebraska
$54K – – –
CCA
108
Column Capital Advisors
Indiana
$47K – – –
Bessemer Group
109
Bessemer Group
New Jersey
$45K -$114K -2,485 -72%
AIM
110
Arcadia Investment Management
Michigan
$37K – – –
Canada Life
111
Canada Life
Manitoba, Canada
$35K – – –
CTC
112
Central Trust Company
Missouri
$19K – – –
HPC
113
HM Payson & Co
Maine
$19K – – –
CT
114
Caldwell Trust
Florida
$18.6K – – –
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
CCA
116
Childress Capital Advisors
Texas
$13K +$13K +284 New
M
117
MOTCO
Texas
$12K – – –
GEA
118
Glen Eagle Advisors
New Jersey
$6.29K – – –
FMTCOCP
119
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K +$4.94K +108 New
ABC
120
Associated Banc-Corp
Wisconsin
$3K – – –
S
121
SignatureFD
Georgia
$3K +$915 +20 +37%
BCA
122
Berman Capital Advisors
Georgia
$2K – – –
QCG
123
Quadrant Capital Group
Ohio
$1K – – –
US Bancorp
124
US Bancorp
Minnesota
$1K – – –
LC
125
Lindbrook Capital
California
$1K +$595 +13 New
2 3 4
5
6

YORW Hedge Fund Activity: Q4 2020 in Review

127 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q4 2020, worth a combined $278M — up 23% from $226M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of YORW and 12 opened new positions — a net loss of 1 holder — while 34 trimmed existing stakes and 44 added.

The largest buyer was BlackRock, adding an estimated $2.63M. The largest seller was Martingale Asset Management, cutting an estimated $1.66M.

  • 127 institutional investors held York Water (YORW) as of Q4 2020, down from 130 in Q3 2020.
  • Funds reported $278M of York Water stock for Q4 2020, up 23% quarter-over-quarter.
  • 12 funds opened new York Water positions in Q4 2020 and 13 closed out, a net change of -1 holder.
  • The largest York Water buyer in Q4 2020 was BlackRock, an estimated $2.63M added.
  • The largest York Water seller in Q4 2020 was Martingale Asset Management, an estimated $1.66M sold.

Based on aggregated 13F filings for Q4 2020.