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York Water
YORW

72 hedge funds and large institutions have $87.2M invested in York Water in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 17

20% more capital invested

Capital invested by funds: $72.9M → $87.2M (+$14.3M)

4% less funds holding

Funds holding: 75 → 72 (-3)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
72
Holders Change
-3
Holders Change %
-4%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
29
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$1.06M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$628K
3
KCM
Kennedy Capital Management
Missouri
+$542K
4
RA
Royce & Associates
New York
+$396K
5
Bank of America
Bank of America
North Carolina
+$303K

Top Sellers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
-$320K
2
BIT
BlackRock Institutional Trust
California
-$248K
3
CCB
Cutter & Co Brokerage
Missouri
-$172K
4
Goldman Sachs
Goldman Sachs
New York
-$140K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$103K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.45M +$628K +29,411 +8%
BFA
2
BlackRock Fund Advisors
California
$8.32M +$1.06M +49,433 +16%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$5.82M +$200K +9,348 +4%
State Street
4
State Street
Massachusetts
$4.75M +$105K +4,907 +2%
WA
5
WFG Advisors
Texas
$4.15M +$31.7K +1,487 +0.8%
RA
6
Royce & Associates
New York
$3.87M +$396K +18,574 +13%
BIT
7
BlackRock Institutional Trust
California
$3.57M -$248K -11,617 -7%
GF
8
Gabelli Funds
New York
$3.55M – – –
Northern Trust
9
Northern Trust
Illinois
$3.48M -$83.5K -3,912 -3%
Wells Fargo
10
Wells Fargo
California
$3.07M -$39.4K -1,848 -1%
KCM
11
Kennedy Capital Management
Missouri
$2.99M +$542K +25,410 +25%
M&T Bank
12
M&T Bank
New York
$2.13M -$39.3K -1,839 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.05M -$103K -4,821 -5%
Renaissance Technologies
14
Renaissance Technologies
New York
$2.01M +$89.6K +4,200 +5%
BCM
15
Bridgeway Capital Management
Texas
$1.81M – – –
GC
16
Guggenheim Capital
Illinois
$1.6M +$6.79K +318 +0.5%
PTC
17
Philadelphia Trust Company
Pennsylvania
$1.45M +$71.3K +3,340 +6%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.38M +$50.5K +2,364 +4%
CCB
19
Cutter & Co Brokerage
Missouri
$1.35M -$172K -8,069 -12%
Morgan Stanley
20
Morgan Stanley
New York
$1.31M +$258K +12,096 +27%
TCIM
21
TIAA CREF Investment Management
New York
$1.17M -$41.7K -1,953 -4%
GI
22
GAMCO Investors
Connecticut
$1.16M – – –
First Manhattan
23
First Manhattan
New York
$1.04M +$29.5K +1,380 +3%
TA
24
Teton Advisors
New York
$1.03M – – –
CHAM
25
Clear Harbor Asset Management
Connecticut
$927K +$21.3K +1,000 +3%
1
2 3 4

YORW Hedge Fund Activity: Q4 2014 in Review

72 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q4 2014, worth a combined $87.2M — up 20% from $72.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of YORW and 4 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 29 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $1.06M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $320K sold.

  • 72 institutional investors held York Water (YORW) as of Q4 2014, down from 75 in Q3 2014.
  • Funds reported $87.2M of York Water stock for Q4 2014, up 20% quarter-over-quarter.
  • 4 funds opened new York Water positions in Q4 2014 and 5 closed out, a net change of -1 holder.
  • The largest York Water buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $1.06M added.
  • The largest York Water seller in Q4 2014 was Two Sigma Investments, an estimated $320K sold.

Based on aggregated 13F filings for Q4 2014.