We are live on ! Find out more
YORW icon

York Water

88 hedge funds and large institutions have $117M invested in York Water in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

23% more capital invested

Capital invested by funds: $95.2M → $117M (+$21.6M)

17% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 23

11% more funds holding

Funds holding: 7988 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less call options, than puts

Call options by funds: $321K | Put options by funds: $385K

Holders
88
Holders Change
+9
Holders Change %
+11.39%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
27
Reduced
23
Closed
7
Calls
$321K
Puts
$385K
Net Calls
-$64K
Net Calls Change
+$258K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$14.4M +$224K +8,175 +2%
BFA
2
BlackRock Fund Advisors
California
$10.1M -$163K -5,944 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$9.25M +$625K +22,796 +8%
State Street
4
State Street
Massachusetts
$6.32M +$165K +6,018 +3%
WA
5
WFG Advisors
Texas
$5.21M -$17.8K -648 -0.4%
Renaissance Technologies
6
Renaissance Technologies
New York
$5.18M +$469K +17,100 +11%
RA
7
Royce & Associates
New York
$5.09M
GF
8
Gabelli Funds
New York
$4.55M -$82.3K -3,000 -2%
Northern Trust
9
Northern Trust
Illinois
$4.35M +$78.5K +2,861 +2%
BIT
10
BlackRock Institutional Trust
California
$4.27M +$58.6K +2,137 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$3.58M +$126K +4,601 +4%
EI
12
EAM Investors
California
$2.88M +$2.58M +94,269 New
M&T Bank
13
M&T Bank
New York
$2.77M -$15.1K -550 -0.6%
BCM
14
Bridgeway Capital Management
Texas
$2.08M -$86.3K -3,149 -4%
EA
15
Emerald Advisers
Pennsylvania
$2.06M +$999K +36,420 +117%
BIM
16
BlackRock Investment Management
Delaware
$1.58M +$126K +4,611 +10%
PTC
17
Philadelphia Trust Company
Pennsylvania
$1.47M -$344K -12,550 -21%
GI
18
GAMCO Investors
Connecticut
$1.47M -$54.8K -2,000 -4%
GC
19
Guggenheim Capital
Illinois
$1.45M -$142K -5,191 -10%
Bank of America
20
Bank of America
North Carolina
$1.41M +$59.8K +2,180 +5%
TA
21
Teton Advisors
New York
$1.34M -$13.7K -500 -1%
TCIM
22
TIAA CREF Investment Management
New York
$1.25M -$64.4K -2,347 -5%
NSIM
23
North Star Investment Management
Illinois
$1.16M
First Manhattan
24
First Manhattan
New York
$1.1M
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$1.1M +$988K +36,016 New

YORW Hedge Fund Activity: Q1 2016 in Review

88 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q1 2016, worth a combined $117M — up 23% from $95.2M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new YORW positions and 7 closed out — a net gain of 9 holders — while 27 added to existing stakes and 23 trimmed.

The largest buyer was EAM Investors, opening a new position worth an estimated $2.58M. The largest seller was Wells Fargo, cutting an estimated $3.03M.

  • 88 institutional investors held York Water (YORW) as of Q1 2016, up from 79 in Q4 2015.
  • Funds reported $117M of York Water stock for Q1 2016, up 23% quarter-over-quarter.
  • 16 funds opened new York Water positions in Q1 2016 and 7 closed out, a net change of +9 holders.
  • The largest York Water buyer in Q1 2016 was EAM Investors, an estimated $2.58M added.
  • The largest York Water seller in Q1 2016 was Wells Fargo, an estimated $3.03M sold.

Based on aggregated 13F filings for Q1 2016.