York Water
YORW
78 hedge funds and large institutions have $93M invested in York Water in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
8% more funds holding
Funds holding: 72 → 78 (+6)
7% more capital invested
Capital invested by funds: $87.2M → $93M (+$5.83M)
7% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$1.01M |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$953K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$889K |
| 4 |
WAM
Water Asset Management
New York
|
+$320K |
| 5 |
Renaissance Technologies
New York
|
+$261K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$700K |
| 2 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
-$568K |
| 3 |
WA
WFG Advisors
Dallas,
Texas
|
-$243K |
| 4 |
Goldman Sachs
New York
|
-$204K |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$170K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWM
76
Edge Wealth Management
New York
| $1K | +$353 | +15 | New |
|
77
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $231 | -$27K | -1,148 | -11% |
|
|
NPC
78
National Planning Corporation
El Segundo,
California
| – | -$56.3K | -2,450 | Closed |
|
|
RFC
79
Russell Frank Company
Seattle,
Washington
| – | -$9K | -400 | Closed |
|
80
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$94 | -4 | -67% |
|
YORW Hedge Fund Activity: Q1 2015 in Review
78 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q1 2015, worth a combined $93M — up 6.7% from $87.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new YORW positions and 2 closed out — a net gain of 6 holders — while 25 added to existing stakes and 27 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $1.01M. The largest seller was Morgan Stanley, cutting an estimated $700K.
- 78 institutional investors held York Water (YORW) as of Q1 2015, up from 72 in Q4 2014.
- Funds reported $93M of York Water stock for Q1 2015, up 6.7% quarter-over-quarter.
- 8 funds opened new York Water positions in Q1 2015 and 2 closed out, a net change of +6 holders.
- The largest York Water buyer in Q1 2015 was Bank of New York Mellon, an estimated $1.01M added.
- The largest York Water seller in Q1 2015 was Morgan Stanley, an estimated $700K sold.
Based on aggregated 13F filings for Q1 2015.