York Water
YORW
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.
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: 127 → 121 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$5.13M |
| 2 |
ProShare Advisors
Bethesda,
Maryland
|
+$3.9M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$3.72M |
| 4 |
BlackRock
New York
|
+$3.2M |
| 5 |
KBC Group
Brussels,
Belgium
|
+$2.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$1.95M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.3M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$1.21M |
| 4 |
KFA
Krane Funds Advisors
New York
|
-$824K |
| 5 |
Morgan Stanley
New York
|
-$732K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KAS
126
Kestra Advisory Services
Austin,
Texas
| – | -$362K | -7,759 | Closed |
|
|
GCP
127
GSA Capital Partners
London,
United Kingdom
| – | -$359K | -7,708 | Closed |
|
128
Millennium Management
New York
| – | -$262K | -5,620 | Closed |
|
|
VF
129
Virtu Financial
New York
| – | -$262K | -5,617 | Closed |
|
130
AQR Capital Management
Greenwich,
Connecticut
| – | -$241K | -5,182 | Closed |
|
131
Zurich Cantonal Bank
Zurich,
Switzerland
| – | -$205K | -4,392 | Closed |
|
|
TIS
132
Tortoise Index Solutions
Overland Park,
Kansas
| – | -$72K | -1,548 | Closed |
|
|
CCA
133
Childress Capital Advisors
Houston,
Texas
| – | -$13K | -284 | Closed |
|
|
ABC
134
Associated Banc-Corp
Green Bay,
Wisconsin
| – | -$3K | -60 | 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.