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York Water
YORW

74 hedge funds and large institutions have $73.9M invested in York Water in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

44% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 18

3% more funds holding

Funds holding: 72 → 74 (+2)

0% more capital invested

Capital invested by funds: $73.6M → $73.9M (+$332K)

Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
26
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
+$1.12M
2
Renaissance Technologies
Renaissance Technologies
New York
+$697K
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$602K
4
WA
WFG Advisors
Texas
+$319K
5
BFA
BlackRock Fund Advisors
California
+$317K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.82M
2
Northern Trust
Northern Trust
Illinois
-$300K
3
California Public Employees Retirement System
California Public Employees Retirement System
California
-$218K
4
PPA
Parametric Portfolio Associates
Washington
-$170K
5
Wells Fargo
Wells Fargo
California
-$122K
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
26
BlackRock Investment Management
Delaware
$767K +$3.47K +170 +0.5%
CHAM
27
Clear Harbor Asset Management
Connecticut
$759K -$5.59K -274 -0.7%
Charles Schwab
28
Charles Schwab
California
$670K +$14.7K +720 +2%
NSIM
29
North Star Investment Management
Illinois
$630K – – –
Brown Advisory
30
Brown Advisory
Maryland
$612K – – –
PPA
31
Parametric Portfolio Associates
Washington
$546K -$170K -8,337 -24%
FCI
32
Financial Counselors Inc
Kansas
$516K +$65.1K +3,190 +14%
Bessemer Group
33
Bessemer Group
New Jersey
$504K – – –
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$477K – – –
Goldman Sachs
35
Goldman Sachs
New York
$462K -$10.1K -497 -2%
State Board of Administration of Florida Retirement System
36
State Board of Administration of Florida Retirement System
Florida
$456K – – –
MCM
37
Manchester Capital Management
Vermont
$393K +$49K +2,400 +14%
Bank of America
38
Bank of America
North Carolina
$383K +$8.98K +440 +2%
TA
39
Teachers Advisors
New York
$370K – – –
FB
40
Fulton Bank
Pennsylvania
$318K – – –
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$292K -$37K -1,816 -11%
ProShare Advisors
42
ProShare Advisors
Maryland
$267K +$267K +13,077 New
CS
43
Credit Suisse
Switzerland
$264K +$326 +16 +0.1%
Two Sigma Investments
44
Two Sigma Investments
New York
$252K +$252K +12,350 New
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$245K -$12.9K -630 -5%
AIG
46
American International Group
New York
$239K +$4.3K +211 +2%
BCM
47
Brown Capital Management
Maryland
$230K – – –
Two Sigma Advisers
48
Two Sigma Advisers
New York
$222K +$26.5K +1,300 +14%
Deutsche Bank
49
Deutsche Bank
Germany
$218K +$165K +8,109 +308%
MLICM
50
Metropolitan Life Insurance Company (MetLife)
New York
$217K – – –
1
2
3 4

YORW Hedge Fund Activity: Q1 2014 in Review

74 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q1 2014, worth a combined $73.9M — up 0.45% from $73.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new YORW positions and 3 closed out — a net gain of 2 holders — while 26 added to existing stakes and 18 trimmed.

The largest buyer was Kennedy Capital Management, adding an estimated $1.12M. The largest seller was Vanguard Group, cutting an estimated $1.82M.

  • 74 institutional investors held York Water (YORW) as of Q1 2014, up from 72 in Q4 2013.
  • Funds reported $73.9M of York Water stock for Q1 2014, up 0.45% quarter-over-quarter.
  • 5 funds opened new York Water positions in Q1 2014 and 3 closed out, a net change of +2 holders.
  • The largest York Water buyer in Q1 2014 was Kennedy Capital Management, an estimated $1.12M added.
  • The largest York Water seller in Q1 2014 was Vanguard Group, an estimated $1.82M sold.

Based on aggregated 13F filings for Q1 2014.