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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$1.12M |
| 2 |
Renaissance Technologies
New York
|
+$697K |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$602K |
| 4 |
WA
WFG Advisors
Dallas,
Texas
|
+$319K |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$317K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.82M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$300K |
| 3 |
California Public Employees Retirement System
Sacramento,
California
|
-$218K |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$170K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$122K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WCM
76
Windsor Capital Management
Phoenix,
Arizona
| – | -$13K | -614 | Closed |
|
77
BNP Paribas Financial Markets
Paris,
France
| – | -$3.5K | -167 | Closed |
|
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.