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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
Federated Hermes
126
Federated Hermes
Pennsylvania
$1K -$2.89K -63 -82%
CAW
127
Cornerstone Advisors (Washington)
Washington
$1K -$962 -21 -51%
QCG
128
Quadrant Capital Group
Ohio
$1K – – –
Millennium Management
129
Millennium Management
New York
$690 +$747K +16,316 New
RA
130
Royce & Associates
New York
– -$5.15M -107,397 Closed
AI
131
Atom Investors
Texas
– -$685K -14,284 Closed
SG Americas Securities
132
SG Americas Securities
New York
– -$340K -7,099 Closed
Jane Street
133
Jane Street
New York
– -$285K -5,937 Closed
ZCM
134
Zebra Capital Management
Connecticut
– -$273K -5,692 Closed
Principal Financial Group
135
Principal Financial Group
Iowa
– -$222K -4,639 Closed
Kovitz Investment Group Partners
136
Kovitz Investment Group Partners
Illinois
– -$221K -4,600 Closed
PCM
137
Palisade Capital Management
New Jersey
– -$221K -4,600 Closed
PAG
138
Private Advisor Group
New Jersey
– -$60K -1,242 Closed
MAM
139
Meeder Asset Management
Ohio
– -$41K -852 Closed
CAN
140
Cetera Advisor Networks
California
– -$37K -763 Closed
DWA
141
Dorsey Wright & Associates
California
– -$10K -211 Closed
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.