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York Water
YORW

72 hedge funds and large institutions have $69M invested in York Water in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

8% more capital invested

Capital invested by funds: $64M → $69M (+$5.01M)

1% more funds holding

Funds holding: 71 → 72 (+1)

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
28
Reduced
21
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$812K
2
WA
WFG Advisors
Texas
+$557K
3
UR
USCA RIA
Texas
+$234K
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$207K
5
Morgan Stanley
Morgan Stanley
New York
+$157K

Top Sellers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
-$407K
2
U
UBS
Switzerland
-$398K
3
BIT
BlackRock Institutional Trust
California
-$192K
4
TCIM
TIAA CREF Investment Management
New York
-$144K
5
FCI
Financial Counselors Inc
Kansas
-$112K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.97M +$137K +6,695 +2%
BFA
2
BlackRock Fund Advisors
California
$7.41M +$812K +39,664 +12%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$4.39M +$39.4K +1,927 +0.9%
State Street
4
State Street
Massachusetts
$4.08M -$5.08K -248 -0.1%
BIT
5
BlackRock Institutional Trust
California
$3.91M -$192K -9,372 -5%
Northern Trust
6
Northern Trust
Illinois
$3.75M +$42.1K +2,056 +1%
WA
7
WFG Advisors
Texas
$3.22M +$557K +27,213 +20%
GF
8
Gabelli Funds
New York
$3.07M -$61.4K -3,000 -2%
Wells Fargo
9
Wells Fargo
California
$2.45M +$71.9K +3,514 +3%
M&T Bank
10
M&T Bank
New York
$1.84M -$4.09K -200 -0.2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.84M +$145K +7,103 +8%
BCM
12
Bridgeway Capital Management
Texas
$1.54M – – –
PTC
13
Philadelphia Trust Company
Pennsylvania
$1.31M -$5.12K -250 -0.4%
GI
14
GAMCO Investors
Connecticut
$1.08M – – –
GC
15
Guggenheim Capital
Illinois
$1.04M +$60.6K +2,960 +6%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.04M +$35.1K +1,716 +3%
TCIM
17
TIAA CREF Investment Management
New York
$1.01M -$144K -7,034 -12%
First Manhattan
18
First Manhattan
New York
$924K – – –
U
19
UBS
Switzerland
$891K -$398K -19,429 -30%
UR
20
USCA RIA
Texas
$852K +$234K +11,443 +37%
BIM
21
BlackRock Investment Management
Delaware
$775K +$29.7K +1,451 +4%
CHAM
22
Clear Harbor Asset Management
Connecticut
$743K – – –
CCB
23
Cutter & Co Brokerage
Missouri
$737K +$348 +17 +0%
TA
24
Teton Advisors
New York
$708K +$108K +5,300 +18%
Charles Schwab
25
Charles Schwab
California
$629K -$8.08K -395 -1%
1
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YORW Hedge Fund Activity: Q3 2013 in Review

72 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q3 2013, worth a combined $69M — up 7.8% from $64M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new YORW positions and 1 closed out — a net gain of 1 holder — while 28 added to existing stakes and 21 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $812K. The largest seller was Parametric Portfolio Associates, cutting an estimated $407K.

  • 72 institutional investors held York Water (YORW) as of Q3 2013, up from 71 in Q2 2013.
  • Funds reported $69M of York Water stock for Q3 2013, up 7.8% quarter-over-quarter.
  • 2 funds opened new York Water positions in Q3 2013 and 1 closed out, a net change of +1 holder.
  • The largest York Water buyer in Q3 2013 was BlackRock Fund Advisors, an estimated $812K added.
  • The largest York Water seller in Q3 2013 was Parametric Portfolio Associates, an estimated $407K sold.

Based on aggregated 13F filings for Q3 2013.