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York Water
YORW

72 hedge funds and large institutions have $69M invested in York Water in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

8% more capital invested

Capital invested by funds: $64M → $69M (+$5.01M)

1% more funds holding

Funds holding: 71 → 72 (+1)

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
28
Reduced
21
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$812K
2
WA
WFG Advisors
Texas
+$557K
3
UR
USCA RIA
Texas
+$234K
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$207K
5
Morgan Stanley
Morgan Stanley
New York
+$157K

Top Sellers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
-$407K
2
U
UBS
Switzerland
-$398K
3
BIT
BlackRock Institutional Trust
California
-$192K
4
TCIM
TIAA CREF Investment Management
New York
-$144K
5
FCI
Financial Counselors Inc
Kansas
-$112K
Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
26
North Star Investment Management
Illinois
$620K +$3.58K +175 +0.6%
PPA
27
Parametric Portfolio Associates
Washington
$614K -$407K -19,880 -39%
Brown Advisory
28
Brown Advisory
Maryland
$602K – – –
Morgan Stanley
29
Morgan Stanley
New York
$582K +$157K +7,667 +36%
KCM
30
Kennedy Capital Management
Missouri
$514K – – –
Bessemer Group
31
Bessemer Group
New Jersey
$496K – – –
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$469K +$16.9K +826 +4%
FCI
33
Financial Counselors Inc
Kansas
$458K -$112K -5,462 -19%
State Board of Administration of Florida Retirement System
34
State Board of Administration of Florida Retirement System
Florida
$448K – – –
VKH
35
Virtu KCG Holdings
New York
$411K +$420K +20,499 New
Bank of America
36
Bank of America
North Carolina
$367K -$82.2K -4,014 -18%
TA
37
Teachers Advisors
New York
$364K +$26.2K +1,280 +8%
Renaissance Technologies
38
Renaissance Technologies
New York
$353K -$30.7K -1,500 -8%
MCM
39
Manchester Capital Management
Vermont
$339K -$2.95K -144 -0.8%
Goldman Sachs
40
Goldman Sachs
New York
$331K +$76.2K +3,724 +29%
FB
41
Fulton Bank
Pennsylvania
$313K – – –
Deutsche Bank
42
Deutsche Bank
Germany
$309K +$153K +7,484 +94%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$294K +$1.62K +79 +0.5%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$260K -$2.4K -117 -0.9%
AIG
45
American International Group
New York
$232K -$3.42K -167 -1%
BCM
46
Brown Capital Management
Maryland
$226K – – –
MLICM
47
Metropolitan Life Insurance Company (MetLife)
New York
$214K – – –
NFA
48
Nationwide Fund Advisors
Ohio
$206K +$6.02K +294 +3%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$203K +$207K +10,128 New
RFC
50
Russell Frank Company
Washington
$198K +$33K +1,611 +19%
1
2
3

YORW Hedge Fund Activity: Q3 2013 in Review

72 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q3 2013, worth a combined $69M — up 7.8% from $64M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new YORW positions and 1 closed out — a net gain of 1 holder — while 28 added to existing stakes and 21 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $812K. The largest seller was Parametric Portfolio Associates, cutting an estimated $407K.

  • 72 institutional investors held York Water (YORW) as of Q3 2013, up from 71 in Q2 2013.
  • Funds reported $69M of York Water stock for Q3 2013, up 7.8% quarter-over-quarter.
  • 2 funds opened new York Water positions in Q3 2013 and 1 closed out, a net change of +1 holder.
  • The largest York Water buyer in Q3 2013 was BlackRock Fund Advisors, an estimated $812K added.
  • The largest York Water seller in Q3 2013 was Parametric Portfolio Associates, an estimated $407K sold.

Based on aggregated 13F filings for Q3 2013.