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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
NFA
51
Nationwide Fund Advisors
Ohio
$203K – – –
Invesco
52
Invesco
Georgia
$187K +$17.5K +856 +10%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$168K +$168K +8,246 New
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$140K – – –
BA
55
BlackRock Advisors
Delaware
$136K +$9.85K +483 +8%
RFC
56
Russell Frank Company
Washington
$131K – – –
AllianceBernstein
57
AllianceBernstein
Tennessee
$126K -$10.2K -500 -7%
Creative Planning
58
Creative Planning
Kansas
$102K – – –
GI
59
Gradient Investments
Minnesota
$98K – – –
SO
60
STRS Ohio
Ohio
$81K – – –
PAM
61
Panagora Asset Management
Massachusetts
$75K – – –
Citigroup
62
Citigroup
New York
$70K -$48.7K -2,385 -41%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$63K – – –
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$59K +$49K +2,400 +480%
TDC
65
Thompson Davis & Co
Virginia
$52K +$52K +2,550 New
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$31K – – –
DAM
67
Delta Asset Management
Tennessee
$26K -$5.1K -250 -17%
Ameriprise
68
Ameriprise
Minnesota
$22K +$204 +10 +0.9%
TRCT
69
Tower Research Capital (TRC)
New York
$14K -$3.26K -160 -19%
BlackRock
70
BlackRock
New York
$14K +$2.24K +110 +20%
FQ
71
First Quadrant
California
$14K +$14.3K +700 New
Barclays
72
Barclays
United Kingdom
$10K -$3.92K -192 -27%
US Bancorp
73
US Bancorp
Minnesota
$3K – – –
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$257 – – –
California Public Employees Retirement System
75
California Public Employees Retirement System
California
– -$218K -10,217 Closed
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.