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York Water

122 hedge funds and large institutions have $230M invested in York Water in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

19% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 32

1% more funds holding

Funds holding: 121122 (+1)

1.73% less ownership

Funds ownership: 41.97%40.24% (-1.7%)

7% less capital invested

Capital invested by funds: $248M → $230M (-$18M)

Holders
122
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
2.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
38
Reduced
32
Closed
9
Calls
$446K
Puts
Net Calls
+$446K
Net Calls Change
+$673K
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
101
Delta Asset Management
Tennessee
$55K
AIP
102
Ameritas Investment Partners
Nebraska
$51K
CCA
103
Column Capital Advisors
Indiana
$44K
AIM
104
Arcadia Investment Management
Michigan
$35K
SWM
105
Selective Wealth Management
Virginia
$35K +$38.4K +800 New
Bessemer Group
106
Bessemer Group
New Jersey
$33K
TRCT
107
Tower Research Capital (TRC)
New York
$23K -$257K -5,358 -91%
Canada Life
108
Canada Life
Manitoba, Canada
$23K
HPC
109
HM Payson & Co
Maine
$18K
CT
110
Caldwell Trust
Florida
$17.5K
CTC
111
Central Trust Company
Missouri
$17K
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$12K +$12.3K +256 +914%
M
113
MOTCO
Texas
$11K
TWA
114
TCI Wealth Advisors
Arizona
$9K -$815 -17 -8%
PA
115
Parallel Advisors
California
$9K +$7.24K +151 +321%
GEA
116
Glen Eagle Advisors
New Jersey
$7.16K +$911 +19 +13%
EI
117
Ellevest Inc
New York
$6K +$1.29K +27 +23%
S
118
SignatureFD
Georgia
$3K -$1.53K -32 -31%
BCA
119
Berman Capital Advisors
Georgia
$2K -$1.01K -21 -25%
LC
120
Lindbrook Capital
California
$2K
QCG
121
Quadrant Capital Group
Ohio
$2K
Nisa Investment Advisors
122
Nisa Investment Advisors
Missouri
$9
First Trust Advisors
123
First Trust Advisors
Illinois
-$12.8M -281,922 Closed
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
-$916K -20,216 Closed
OMC
125
Old Mission Capital
Illinois
-$473K -10,449 Closed

YORW Hedge Fund Activity: Q3 2021 in Review

122 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q3 2021, worth a combined $230M — down 7.3% from $248M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new YORW positions and 9 closed out — a net gain of 2 holders — while 38 added to existing stakes and 32 trimmed.

The largest buyer was Millennium Management, adding an estimated $2.89M. The largest seller was First Trust Advisors, exiting entirely with an estimated $12.8M sold.

  • 122 institutional investors held York Water (YORW) as of Q3 2021, up from 121 in Q2 2021.
  • Funds reported $230M of York Water stock for Q3 2021, down 7.3% quarter-over-quarter.
  • 11 funds opened new York Water positions in Q3 2021 and 9 closed out, a net change of +2 holders.
  • The largest York Water buyer in Q3 2021 was Millennium Management, an estimated $2.89M added.
  • The largest York Water seller in Q3 2021 was First Trust Advisors, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2021.