York Water
YORW
121 hedge funds and large institutions have $248M invested in York Water in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 31 reducing their positions, and 11 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 31
0% more funds holding
Funds holding: 121 → 121 (0)
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
0.84% less ownership
Funds ownership: 42.81% → 41.97% (-0.84%)
9% less capital invested
Capital invested by funds: $273M → $248M (-$25.3M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $227K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$2.13M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$1.62M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.42M |
| 4 |
Millennium Management
New York
|
+$1.39M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ProShare Advisors
Bethesda,
Maryland
|
-$13.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.1M |
| 3 |
California Public Employees Retirement System
Sacramento,
California
|
-$994K |
| 4 |
BlackRock
New York
|
-$861K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$775K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
State of Wisconsin Investment Board
Madison,
Wisconsin
| – | -$274K | -5,600 | Closed |
|
|
GHA
127
GW Henssler & Associates
Kennesaw,
Georgia
| – | -$230K | -4,704 | Closed |
|
128
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$81K | -1,675 | Closed |
|
|
ST
129
Sageworth Trust
Lancaster,
Pennsylvania
| – | -$78K | -1,600 | Closed |
|
|
FMTCOCP
130
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| – | -$5K | -108 | Closed |
|
|
WCM
131
Wealthcare Capital Management
Richmond,
Virginia
| – | -$4K | -79 | Closed |
|
|
MWP
132
Meridian Wealth Partners
Exton,
Pennsylvania
| – | -$3K | -64 | Closed |
|
YORW Hedge Fund Activity: Q2 2021 in Review
121 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q2 2021, worth a combined $248M — down 9.2% from $273M a quarter earlier.
Fund positioning in YORW was balanced in Q2 2021: 11 funds opened new positions, 11 closed out, 40 added to existing stakes and 31 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $2.13M. The largest seller was ProShare Advisors, exiting entirely with an estimated $13.7M sold.
- 121 institutional investors held York Water (YORW) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $248M of York Water stock for Q2 2021, down 9.2% quarter-over-quarter.
- 11 funds opened new York Water positions in Q2 2021 and 11 closed out, a net change of 0 holders.
- The largest York Water buyer in Q2 2021 was First Trust Advisors, an estimated $2.13M added.
- The largest York Water seller in Q2 2021 was ProShare Advisors, an estimated $13.7M sold.
Based on aggregated 13F filings for Q2 2021.