York Water
YORW
74 hedge funds and large institutions have $75M invested in York Water in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 4 closing their positions.
4% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 25
1% more capital invested
Capital invested by funds: $73.9M → $75M (+$1.09M)
0% more funds holding
Funds holding: 74 → 74 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Menta Capital
San Francisco,
California
|
+$401K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$322K |
| 3 |
CCB
Cutter & Co Brokerage
Ballwin,
Missouri
|
+$316K |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$311K |
| 5 |
Goldman Sachs
New York
|
+$284K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$863K |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$424K |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$386K |
| 4 |
ProShare Advisors
Bethesda,
Maryland
|
-$267K |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$264K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CS
76
Credit Suisse
Zurich,
Switzerland
| – | -$264K | -12,906 | Closed |
|
77
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$168K | -8,246 | Closed |
|
|
SO
78
STRS Ohio
Columbus,
Ohio
| – | -$80.3K | -3,968 | Closed |
|
YORW Hedge Fund Activity: Q2 2014 in Review
74 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q2 2014, worth a combined $75M — up 1.5% from $73.9M a quarter earlier.
Fund positioning in YORW was balanced in Q2 2014: 4 funds opened new positions, 4 closed out, 26 added to existing stakes and 25 trimmed.
The largest buyer was Menta Capital, opening a new position worth an estimated $401K. The largest seller was BlackRock Fund Advisors, cutting an estimated $863K.
- 74 institutional investors held York Water (YORW) as of Q2 2014, unchanged from Q1 2014.
- Funds reported $75M of York Water stock for Q2 2014, up 1.5% quarter-over-quarter.
- 4 funds opened new York Water positions in Q2 2014 and 4 closed out, a net change of 0 holders.
- The largest York Water buyer in Q2 2014 was Menta Capital, an estimated $401K added.
- The largest York Water seller in Q2 2014 was BlackRock Fund Advisors, an estimated $863K sold.
Based on aggregated 13F filings for Q2 2014.