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York Water

121 hedge funds and large institutions have $273M invested in York Water in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.43% more ownership

Funds ownership: 41.38%42.81% (+1.4%)

2% less capital invested

Capital invested by funds: $278M → $273M (-$4.74M)

5% less funds holding

Funds holding: 127121 (-6)

29% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 41

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

98% less call options, than puts

Call options by funds: $9K | Put options by funds: $459K

Holders
121
Holders Change
-6
Holders Change %
-4.72%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
29
Reduced
41
Closed
13
Calls
$9K
Puts
$459K
Net Calls
-$450K
Net Calls Change
-$440K
Name Holding Trade Value Shares
Change
Change in
Stake
CT
101
Caldwell Trust
Florida
$19.6K
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$15K
M
103
MOTCO
Texas
$12K
TWA
104
TCI Wealth Advisors
Arizona
$10K +$9.07K +199 New
GEA
105
Glen Eagle Advisors
New Jersey
$6.61K
FMTCOCP
106
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
WCM
107
Wealthcare Capital Management
Virginia
$4K +$3.6K +79 New
S
108
SignatureFD
Georgia
$3K -$365 -8 -11%
BCA
109
Berman Capital Advisors
Georgia
$3K
MWP
110
Meridian Wealth Partners
Pennsylvania
$3K +$2.92K +64 New
Fidelity Investments
111
Fidelity Investments
Massachusetts
$2K -$157K -3,440 -99%
LC
112
Lindbrook Capital
California
$2K +$1.23K +27 +208%
QCG
113
Quadrant Capital Group
Ohio
$2K +$1.41K +31 +238%
PA
114
Parallel Advisors
California
$2K +$1.92K +42 +840%
EI
115
Ellevest Inc
New York
$2K +$2.05K +45 New
Canada Life
116
Canada Life
Manitoba, Canada
$1K -$32.9K -722 -97%
US Bancorp
117
US Bancorp
Minnesota
$1K
EFSCE
118
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$1.09K +24 New
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$1K +$1.28K +28 New
AIG
120
American International Group
New York
$371 +$912 +20 +0.3%
Nisa Investment Advisors
121
Nisa Investment Advisors
Missouri
$10 -$106K -2,320 -92%
KFA
122
Krane Funds Advisors
New York
-$824K -17,681 Closed
SGI
123
Summit Global Investments
Utah
-$606K -13,000 Closed
BCM
124
Bridgeway Capital Management
Texas
-$424K -9,100 Closed
HSBC Holdings
125
HSBC Holdings
United Kingdom
-$386K -8,333 Closed

YORW Hedge Fund Activity: Q1 2021 in Review

121 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q1 2021, worth a combined $273M — down 1.7% from $278M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of YORW and 8 opened new positions — a net loss of 5 holders — while 41 trimmed existing stakes and 29 added.

The largest buyer was Victory Capital Management, adding an estimated $5.13M. The largest seller was Renaissance Technologies, cutting an estimated $1.95M.

  • 121 institutional investors held York Water (YORW) as of Q1 2021, down from 127 in Q4 2020.
  • Funds reported $273M of York Water stock for Q1 2021, down 1.7% quarter-over-quarter.
  • 8 funds opened new York Water positions in Q1 2021 and 13 closed out, a net change of -5 holders.
  • The largest York Water buyer in Q1 2021 was Victory Capital Management, an estimated $5.13M added.
  • The largest York Water seller in Q1 2021 was Renaissance Technologies, an estimated $1.95M sold.

Based on aggregated 13F filings for Q1 2021.