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York Water
YORW

72 hedge funds and large institutions have $73.6M invested in York Water in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

7% more capital invested

Capital invested by funds: $69M → $73.6M (+$4.54M)

0% more funds holding

Funds holding: 72 → 72 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
72
Holders Change
–
Holders Change %
0%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
27
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$1.8M
2
Wells Fargo
Wells Fargo
California
+$569K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$362K
4
CS
Credit Suisse
Switzerland
+$268K
5
Goldman Sachs
Goldman Sachs
New York
+$139K

Top Sellers

Rank Fund Capital Flow
1
UR
USCA RIA
Texas
-$852K
2
VKH
Virtu KCG Holdings
New York
-$411K
3
BFA
BlackRock Fund Advisors
California
-$381K
4
BIT
BlackRock Institutional Trust
California
-$373K
5
Deutsche Bank
Deutsche Bank
Germany
-$267K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.72M +$362K +17,378 +4%
BFA
2
BlackRock Fund Advisors
California
$7.35M -$381K -18,324 -5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$4.64M +$67K +3,219 +1%
State Street
4
State Street
Massachusetts
$4.26M +$5.52K +265 +0.1%
Northern Trust
5
Northern Trust
Illinois
$4.01M +$94K +4,515 +2%
BIT
6
BlackRock Institutional Trust
California
$3.7M -$373K -17,913 -9%
WA
7
WFG Advisors
Texas
$3.49M +$127K +6,083 +4%
GF
8
Gabelli Funds
New York
$3.2M – – –
Wells Fargo
9
Wells Fargo
California
$3.13M +$569K +27,330 +22%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.99M +$72.6K +3,488 +4%
M&T Bank
11
M&T Bank
New York
$1.91M -$9.37K -450 -0.5%
DRZID
12
DePrince Race & Zollo Inc (DRZ)
Florida
$1.81M +$1.8M +86,529 New
BCM
13
Bridgeway Capital Management
Texas
$1.61M – – –
PTC
14
Philadelphia Trust Company
Pennsylvania
$1.31M -$52K -2,500 -4%
GC
15
Guggenheim Capital
Illinois
$1.19M +$106K +5,088 +10%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.1M +$14.1K +676 +1%
TCIM
17
TIAA CREF Investment Management
New York
$1.06M – – –
GI
18
GAMCO Investors
Connecticut
$1.05M -$83.3K -4,000 -7%
First Manhattan
19
First Manhattan
New York
$964K – – –
U
20
UBS
Switzerland
$912K -$16.7K -803 -2%
TA
21
Teton Advisors
New York
$863K +$124K +5,937 +17%
CHAM
22
Clear Harbor Asset Management
Connecticut
$785K +$9.87K +474 +1%
BIM
23
BlackRock Investment Management
Delaware
$784K -$24.3K -1,166 -3%
CCB
24
Cutter & Co Brokerage
Missouri
$774K +$5.58K +268 +0.7%
Morgan Stanley
25
Morgan Stanley
New York
$743K +$135K +6,494 +22%
1
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YORW Hedge Fund Activity: Q4 2013 in Review

72 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q4 2013, worth a combined $73.6M — up 6.6% from $69M a quarter earlier.

Fund positioning in YORW was balanced in Q4 2013: 3 funds opened new positions, 3 closed out, 27 added to existing stakes and 21 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $1.8M. The largest seller was USCA RIA, exiting entirely with an estimated $852K sold.

  • 72 institutional investors held York Water (YORW) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $73.6M of York Water stock for Q4 2013, up 6.6% quarter-over-quarter.
  • 3 funds opened new York Water positions in Q4 2013 and 3 closed out, a net change of 0 holders.
  • The largest York Water buyer in Q4 2013 was DePrince Race & Zollo Inc (DRZ), an estimated $1.8M added.
  • The largest York Water seller in Q4 2013 was USCA RIA, an estimated $852K sold.

Based on aggregated 13F filings for Q4 2013.