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York Water
YORW

136 hedge funds and large institutions have $260M invested in York Water in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 42

1.82% less ownership

Funds ownership: 51.82% → 50.01% (-1.8%)

6% less funds holding

Funds holding: 144 → 136 (-8)

9% less capital invested

Capital invested by funds: $287M → $260M (-$26.6M)

32% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 25

39% less call options, than puts

Call options by funds: $387K | Put options by funds: $631K

Holders
136
Holders Change
-8
Holders Change %
-5.56%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
49
Reduced
42
Closed
25
Calls
$387K
Puts
$631K
Net Calls
-$244K
Net Calls Change
-$209K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.82M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$1.71M
3
CP
CenterBook Partners
Connecticut
+$1.05M
4
Legal & General Group
Legal & General Group
United Kingdom
+$963K
5
Invesco
Invesco
Georgia
+$867K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$12.7M
2
ZP
Zimmer Partners
New York
-$1.62M
3
Millennium Management
Millennium Management
New York
-$1.45M
4
KBC Group
KBC Group
Belgium
-$902K
5
Goldman Sachs
Goldman Sachs
New York
-$701K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$1.51M -$224K -6,218 -13%
BGIM
27
Brandywine Global Investment Management
Pennsylvania
$1.5M – – –
Two Sigma Advisers
28
Two Sigma Advisers
New York
$1.43M +$206K +5,700 +17%
Two Sigma Investments
29
Two Sigma Investments
New York
$1.42M -$1.98K -55 -0.1%
TA
30
Teton Advisors
New York
$1.37M – – –
HIA
31
Harbor Investment Advisory
Maryland
$1.31M – – –
CP
32
CenterBook Partners
Connecticut
$1.29M +$1.05M +29,084 +448%
JP Morgan Chase
33
JP Morgan Chase
New York
$1.19M +$554K +15,379 +88%
JWWM
34
Johnson & White Wealth Management
Pennsylvania
$1.08M +$144 +4 +0%
Swiss National Bank
35
Swiss National Bank
Switzerland
$1.02M – – –
SAM
36
Storebrand Asset Management
Norway
$1.02M +$394K +10,934 +63%
CS
37
Credit Suisse
Switzerland
$943K +$12.9K +359 +1%
CCIA
38
Campbell & Co Investment Adviser
Maryland
$833K +$224K +6,220 +37%
MAM
39
Martingale Asset Management
Massachusetts
$780K +$7.21K +200 +0.9%
CHAM
40
Clear Harbor Asset Management
Connecticut
$780K -$128K -3,550 -14%
AQR Capital Management
41
AQR Capital Management
Connecticut
$738K -$357K -9,908 -33%
First Manhattan
42
First Manhattan
New York
$696K – – –
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$675K -$9.66K -268 -1%
AI
44
Atom Investors
Texas
$668K -$419K -11,625 -39%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$668K +$6.45K +179 +1%
GRP
46
Global Retirement Partners
California
$582K – – –
FB
47
Fulton Bank
Pennsylvania
$575K – – –
SO
48
STRS Ohio
Ohio
$562K +$43.3K +1,200 +8%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$538K +$42.1K +1,169 +9%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$518K -$27.9K -773 -5%
1
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YORW Hedge Fund Activity: Q1 2024 in Review

136 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q1 2024, worth a combined $260M — down 9.3% from $287M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of YORW and 17 opened new positions — a net loss of 8 holders — while 42 trimmed existing stakes and 49 added.

The largest buyer was BlackRock, adding an estimated $1.82M. The largest seller was Morgan Stanley, cutting an estimated $12.7M.

  • 136 institutional investors held York Water (YORW) as of Q1 2024, down from 144 in Q4 2023.
  • Funds reported $260M of York Water stock for Q1 2024, down 9.3% quarter-over-quarter.
  • 17 funds opened new York Water positions in Q1 2024 and 25 closed out, a net change of -8 holders.
  • The largest York Water buyer in Q1 2024 was BlackRock, an estimated $1.82M added.
  • The largest York Water seller in Q1 2024 was Morgan Stanley, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2024.