York Water
YORW
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.
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: 121 → 122 (+1)
1.73% less ownership
Funds ownership: 41.97% → 40.24% (-1.7%)
7% less capital invested
Capital invested by funds: $248M → $230M (-$18M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$2.89M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
+$1.93M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$1.3M |
| 4 |
Verition Fund Management
Greenwich,
Connecticut
|
+$1.1M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$12.8M |
| 2 |
KBC Group
Brussels,
Belgium
|
-$4.07M |
| 3 |
Renaissance Technologies
New York
|
-$1.07M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$916K |
| 5 |
Goldman Sachs
New York
|
-$866K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ECM
126
ExodusPoint Capital Management
New York
| – | -$445K | -9,817 | Closed |
|
127
LPL Financial
San Diego,
California
| – | -$412K | -9,090 | Closed |
|
128
California Public Employees Retirement System
Sacramento,
California
| – | -$293K | -6,474 | Closed |
|
|
BBL
129
Beck Bode LLC
Dedham,
Massachusetts
| – | -$39K | -850 | Closed |
|
|
EFSCE
130
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$1K | -24 | Closed |
|
131
US Bancorp
Minneapolis,
Minnesota
| – | -$1K | -24 | 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.