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York Water
YORW

72 hedge funds and large institutions have $73.6M invested in York Water in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

7% more capital invested

Capital invested by funds: $69M → $73.6M (+$4.54M)

0% more funds holding

Funds holding: 72 → 72 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
72
Holders Change
–
Holders Change %
0%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
27
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$1.8M
2
Wells Fargo
Wells Fargo
California
+$569K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$362K
4
CS
Credit Suisse
Switzerland
+$268K
5
Goldman Sachs
Goldman Sachs
New York
+$139K

Top Sellers

Rank Fund Capital Flow
1
UR
USCA RIA
Texas
-$852K
2
VKH
Virtu KCG Holdings
New York
-$411K
3
BFA
BlackRock Fund Advisors
California
-$381K
4
BIT
BlackRock Institutional Trust
California
-$373K
5
Deutsche Bank
Deutsche Bank
Germany
-$267K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$143K +$43.7K +2,100 +44%
AllianceBernstein
52
AllianceBernstein
Tennessee
$140K -$35.4K -1,700 -20%
RFC
53
Russell Frank Company
Washington
$137K -$72.9K -3,500 -35%
BA
54
BlackRock Advisors
Delaware
$130K +$4.77K +229 +4%
Citigroup
55
Citigroup
New York
$122K +$78K +3,749 +179%
Creative Planning
56
Creative Planning
Kansas
$105K – – –
GI
57
Gradient Investments
Minnesota
$101K – – –
SO
58
STRS Ohio
Ohio
$83K -$10.4K -500 -11%
PAM
59
Panagora Asset Management
Massachusetts
$77K – – –
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$65K +$13K +624 +25%
Deutsche Bank
61
Deutsche Bank
Germany
$54K -$267K -12,817 -83%
DAM
62
Delta Asset Management
Tennessee
$31K – – –
LTFS
63
Ladenburg Thalmann Financial Services
Florida
$31K – – –
Ameriprise
64
Ameriprise
Minnesota
$23K -$27.2K -1,306 -55%
TRCT
65
Tower Research Capital (TRC)
New York
$17K -$39.5K -1,896 -70%
Barclays
66
Barclays
United Kingdom
$14K +$6.45K +310 +79%
WCM
67
Windsor Capital Management
Arizona
$13K +$83 +4 +0.7%
BlackRock
68
BlackRock
New York
$12K – – –
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$10K -$2K -96 -16%
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$3.5K +$3.48K +167 New
US Bancorp
71
US Bancorp
Minnesota
$3K – – –
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$263 -$3.14K -151 -1%
UR
73
USCA RIA
Texas
– -$852K -42,454 Closed
VKH
74
Virtu KCG Holdings
New York
– -$411K -20,499 Closed
RIA
75
Regal Investment Advisors
Michigan
– -$4K -204 Closed
1 2
3

YORW Hedge Fund Activity: Q4 2013 in Review

72 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q4 2013, worth a combined $73.6M — up 6.6% from $69M a quarter earlier.

Fund positioning in YORW was balanced in Q4 2013: 3 funds opened new positions, 3 closed out, 27 added to existing stakes and 21 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $1.8M. The largest seller was USCA RIA, exiting entirely with an estimated $852K sold.

  • 72 institutional investors held York Water (YORW) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $73.6M of York Water stock for Q4 2013, up 6.6% quarter-over-quarter.
  • 3 funds opened new York Water positions in Q4 2013 and 3 closed out, a net change of 0 holders.
  • The largest York Water buyer in Q4 2013 was DePrince Race & Zollo Inc (DRZ), an estimated $1.8M added.
  • The largest York Water seller in Q4 2013 was USCA RIA, an estimated $852K sold.

Based on aggregated 13F filings for Q4 2013.