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York Water

151 hedge funds and large institutions have $276M invested in York Water in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $221K | Put options by funds: $90K

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

7% more funds holding

Funds holding: 141151 (+10)

1.4% more ownership

Funds ownership: 49.95%51.35% (+1.4%)

4% more capital invested

Capital invested by funds: $266M → $276M (+$10.4M)

5% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 44

Holders
151
Holders Change
+10
Holders Change %
+7.09%
% of All Funds
2.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
42
Reduced
44
Closed
11
Calls
$221K
Puts
$90K
Net Calls
+$131K
Net Calls Change
-$243K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$1.47M +$46.4K +1,196 +3%
Two Sigma Investments
27
Two Sigma Investments
New York
$1.44M -$11.6K -299 -0.8%
AI
28
Atom Investors
Texas
$1.38M +$1.55K +40 +0.1%
TA
29
Teton Advisors
New York
$1.37M -$38.8K -1,000 -3%
HIA
30
Harbor Investment Advisory
Maryland
$1.35M
UBS Group
31
UBS Group
Switzerland
$1.2M +$59.8K +1,541 +5%
JP Morgan Chase
32
JP Morgan Chase
New York
$1.14M +$518K +13,339 +78%
Swiss National Bank
33
Swiss National Bank
Switzerland
$1.06M
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$906K -$36K -928 -4%
UBS AM
35
UBS AM
Illinois
$882K -$170K -4,380 -16%
Barclays
36
Barclays
United Kingdom
$838K +$649K +16,736 +297%
MAM
37
Martingale Asset Management
Massachusetts
$828K +$7.76K +200 +0.9%
Millennium Management
38
Millennium Management
New York
$749K +$776K +19,987 New
First Manhattan
39
First Manhattan
New York
$722K -$1.24K -32 -0.2%
SAM
40
Storebrand Asset Management
Norway
$717K -$18.4K -474 -2%
CHAM
41
Clear Harbor Asset Management
Connecticut
$704K
AQR Capital Management
42
AQR Capital Management
Connecticut
$696K -$196K -5,061 -21%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$695K -$26.6K -686 -4%
Canada Life
44
Canada Life
Manitoba, Canada
$641K +$290K +7,474 +78%
GRP
45
Global Retirement Partners
California
$610K +$78 +2 +0%
FB
46
Fulton Bank
Pennsylvania
$594K
Wells Fargo
47
Wells Fargo
California
$577K -$17.2K -444 -3%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$557K +$1.4K +36 +0.2%
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$520K -$861K -22,200 -61%
ST
50
Sageworth Trust
Pennsylvania
$512K

YORW Hedge Fund Activity: Q3 2024 in Review

151 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q3 2024, worth a combined $276M — up 3.9% from $266M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new YORW positions and 11 closed out — a net gain of 12 holders — while 42 added to existing stakes and 44 trimmed.

The largest buyer was ProShare Advisors, opening a new position worth an estimated $7.22M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $2.87M.

  • 151 institutional investors held York Water (YORW) as of Q3 2024, up from 141 in Q2 2024.
  • Funds reported $276M of York Water stock for Q3 2024, up 3.9% quarter-over-quarter.
  • 23 funds opened new York Water positions in Q3 2024 and 11 closed out, a net change of +12 holders.
  • The largest York Water buyer in Q3 2024 was ProShare Advisors, an estimated $7.22M added.
  • The largest York Water seller in Q3 2024 was DePrince Race & Zollo Inc (DRZ), an estimated $2.87M sold.

Based on aggregated 13F filings for Q3 2024.