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York Water
YORW

72 hedge funds and large institutions have $87.2M invested in York Water in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 17

20% more capital invested

Capital invested by funds: $72.9M → $87.2M (+$14.3M)

4% less funds holding

Funds holding: 75 → 72 (-3)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
72
Holders Change
-3
Holders Change %
-4%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
29
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$1.06M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$628K
3
KCM
Kennedy Capital Management
Missouri
+$542K
4
RA
Royce & Associates
New York
+$396K
5
Bank of America
Bank of America
North Carolina
+$303K

Top Sellers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
-$320K
2
BIT
BlackRock Institutional Trust
California
-$248K
3
CCB
Cutter & Co Brokerage
Missouri
-$172K
4
Goldman Sachs
Goldman Sachs
New York
-$140K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$103K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCI
26
Financial Counselors Inc
Kansas
$922K +$97.4K +4,563 +13%
BIM
27
BlackRock Investment Management
Delaware
$919K +$1.37K +64 +0.2%
MC
28
Menta Capital
California
$887K +$37.3K +1,748 +5%
Bank of America
29
Bank of America
North Carolina
$845K +$303K +14,205 +64%
NSIM
30
North Star Investment Management
Illinois
$833K – – –
PPA
31
Parametric Portfolio Associates
Washington
$706K +$65K +3,044 +11%
Brown Advisory
32
Brown Advisory
Maryland
$696K – – –
Goldman Sachs
33
Goldman Sachs
New York
$571K -$140K -6,536 -21%
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$558K +$2.18K +102 +0.4%
Charles Schwab
35
Charles Schwab
California
$537K – – –
State Board of Administration of Florida Retirement System
36
State Board of Administration of Florida Retirement System
Florida
$518K – – –
MCM
37
Manchester Capital Management
Vermont
$471K +$72.7K +3,405 +20%
Bessemer Group
38
Bessemer Group
New Jersey
$452K – – –
FB
39
Fulton Bank
Pennsylvania
$362K – – –
TA
40
Teachers Advisors
New York
$361K – – –
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$336K +$1.28K +60 +0.4%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$331K – – –
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$301K +$16.5K +775 +6%
KBC Group
44
KBC Group
Belgium
$273K +$251K +11,765 New
AIG
45
American International Group
New York
$264K -$6.83K -320 -3%
BCM
46
Brown Capital Management
Maryland
$261K – – –
Two Sigma Advisers
47
Two Sigma Advisers
New York
$247K -$78.7K -3,689 -26%
MLICM
48
Metropolitan Life Insurance Company (MetLife)
New York
$247K – – –
Invesco
49
Invesco
Georgia
$233K +$10.6K +495 +5%
NFA
50
Nationwide Fund Advisors
Ohio
$231K – – –
1
2
3 4

YORW Hedge Fund Activity: Q4 2014 in Review

72 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q4 2014, worth a combined $87.2M — up 20% from $72.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of YORW and 4 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 29 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $1.06M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $320K sold.

  • 72 institutional investors held York Water (YORW) as of Q4 2014, down from 75 in Q3 2014.
  • Funds reported $87.2M of York Water stock for Q4 2014, up 20% quarter-over-quarter.
  • 4 funds opened new York Water positions in Q4 2014 and 5 closed out, a net change of -1 holder.
  • The largest York Water buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $1.06M added.
  • The largest York Water seller in Q4 2014 was Two Sigma Investments, an estimated $320K sold.

Based on aggregated 13F filings for Q4 2014.