We are live on ! Find out more
YORW icon

York Water
YORW

123 hedge funds and large institutions have $247M invested in York Water in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $222M → $247M (+$25M)

9% more funds holding

Funds holding: 113 → 123 (+10)

2.06% more ownership

Funds ownership: 39.09% → 41.15% (+2.1%)

9% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 32

Holders
123
Holders Change
+10
Holders Change %
+8.85%
% of All Funds
2.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
35
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.34M
2
MAM
Martingale Asset Management
Massachusetts
+$1.67M
3
First Trust Advisors
First Trust Advisors
Illinois
+$901K
4
Bessemer Group
Bessemer Group
New Jersey
+$811K
5
AI
Atom Investors
Texas
+$807K

Top Sellers

Rank Fund Capital Flow
1
WG
Winton Group
United Kingdom
-$764K
2
Vanguard Group
Vanguard Group
Pennsylvania
-$496K
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$331K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$277K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$276K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$43.8M +$3.34M +76,055 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$33.8M -$496K -11,316 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$20.6M -$165K -3,771 -0.8%
Renaissance Technologies
4
Renaissance Technologies
New York
$14M -$123K -2,800 -0.9%
State Street
5
State Street
Massachusetts
$13M +$287K +6,540 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$8.84M +$399K +9,106 +5%
Northern Trust
7
Northern Trust
Illinois
$8.14M -$211K -4,802 -3%
First Trust Advisors
8
First Trust Advisors
Illinois
$7.99M +$901K +20,552 +13%
GF
9
Gabelli Funds
New York
$6.5M -$65.8K -1,500 -1%
RA
10
Royce & Associates
New York
$6.16M -$90.5K -2,063 -2%
MAM
11
Martingale Asset Management
Massachusetts
$4.17M +$1.67M +38,002 +72%
Bank of America
12
Bank of America
North Carolina
$4.09M -$122K -2,775 -3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$4.08M -$276K -6,288 -7%
KBC Group
14
KBC Group
Belgium
$2.99M +$470K +10,719 +20%
Morgan Stanley
15
Morgan Stanley
New York
$2.66M +$730K +16,650 +41%
Allianz Asset Management
16
Allianz Asset Management
Germany
$2.61M -$264K -6,010 -10%
HIA
17
Harbor Investment Advisory
Maryland
$2.55M +$2.43M +55,354 New
N
18
Nuveen
North Carolina
$2.46M +$125K +2,858 +6%
Bessemer Group
19
Bessemer Group
New Jersey
$2.22M +$811K +18,500 +63%
TA
20
Teton Advisors
New York
$2.09M – – –
CCM
21
Cadence Capital Management
Massachusetts
$2.02M -$193K -4,408 -9%
GI
22
GAMCO Investors
Connecticut
$2.01M – – –
Wells Fargo
23
Wells Fargo
California
$1.92M -$35.6K -812 -2%
M&T Bank
24
M&T Bank
New York
$1.87M -$30.7K -700 -2%
Goldman Sachs
25
Goldman Sachs
New York
$1.86M +$580K +13,231 +49%
1
2 3 4 5

YORW Hedge Fund Activity: Q4 2019 in Review

123 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q4 2019, worth a combined $247M — up 11% from $222M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new YORW positions and 7 closed out — a net gain of 11 holders — while 35 added to existing stakes and 32 trimmed.

The largest buyer was BlackRock, adding an estimated $3.34M. The largest seller was Winton Group, exiting entirely with an estimated $764K sold.

  • 123 institutional investors held York Water (YORW) as of Q4 2019, up from 113 in Q3 2019.
  • Funds reported $247M of York Water stock for Q4 2019, up 11% quarter-over-quarter.
  • 18 funds opened new York Water positions in Q4 2019 and 7 closed out, a net change of +11 holders.
  • The largest York Water buyer in Q4 2019 was BlackRock, an estimated $3.34M added.
  • The largest York Water seller in Q4 2019 was Winton Group, an estimated $764K sold.

Based on aggregated 13F filings for Q4 2019.