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York Water
YORW

152 hedge funds and large institutions have $244M invested in York Water in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 45 increasing their positions, 49 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

1% more funds holding

Funds holding: 151 → 152 (+1)

0.62% more ownership

Funds ownership: 51.35% → 51.98% (+0.62%)

8% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 49

12% less capital invested

Capital invested by funds: $276M → $244M (-$31.8M)

78% less call options, than puts

Call options by funds: $92K | Put options by funds: $412K

Holders
152
Holders Change
+1
Holders Change %
+0.66%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
45
Reduced
49
Closed
25
Calls
$92K
Puts
$412K
Net Calls
-$320K
Net Calls Change
-$451K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$6.91M
2
ProShare Advisors
ProShare Advisors
Maryland
+$1.43M
3
ZP
Zimmer Partners
New York
+$1.32M
4
State Street
State Street
Massachusetts
+$1.21M
5
JWWM
Johnson & White Wealth Management
Pennsylvania
+$908K

Top Sellers

Rank Fund Capital Flow
1
KBC Group
KBC Group
Belgium
-$4.18M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.33M
3
AI
Atom Investors
Texas
-$956K
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$917K
5
Morgan Stanley
Morgan Stanley
New York
-$843K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
26
GAMCO Investors
Connecticut
$1.42M – – –
UBS Group
27
UBS Group
Switzerland
$1.32M +$288K +8,097 +25%
LPL Financial
28
LPL Financial
California
$1.25M -$32.8K -921 -2%
TA
29
Teton Advisors
New York
$1.2M – – –
UBS AM
30
UBS AM
Illinois
$1.02M +$270K +7,576 +32%
Swiss National Bank
31
Swiss National Bank
Switzerland
$923K – – –
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$843K +$55.6K +1,560 +6%
JWWM
33
Johnson & White Wealth Management
Pennsylvania
$828K +$908K +25,498 New
Barclays
34
Barclays
United Kingdom
$809K +$83.8K +2,353 +11%
MAM
35
Martingale Asset Management
Massachusetts
$746K +$23.9K +670 +3%
CP
36
CenterBook Partners
Connecticut
$701K +$335K +9,396 +78%
First Manhattan
37
First Manhattan
New York
$631K – – –
Canada Life
38
Canada Life
Manitoba, Canada
$627K +$73.9K +2,073 +12%
SAM
39
Storebrand Asset Management
Norway
$626K – – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$608K +$784 +22 +0.1%
CHAM
41
Clear Harbor Asset Management
Connecticut
$565K -$53.8K -1,511 -8%
Capstone Investment Advisors
42
Capstone Investment Advisors
New York
$548K +$597K +16,763 New
FB
43
Fulton Bank
Pennsylvania
$543K +$26.7K +750 +5%
Wells Fargo
44
Wells Fargo
California
$537K +$35.3K +992 +6%
GRP
45
Global Retirement Partners
California
$520K -$14.7K -412 -3%
Squarepoint
46
Squarepoint
New York
$509K +$554K +15,548 New
HIA
47
Harbor Investment Advisory
Maryland
$476K -$765K -21,463 -60%
ST
48
Sageworth Trust
Pennsylvania
$447K – – –
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$439K -$4.74K -133 -1%
MCM
50
Manchester Capital Management
Vermont
$431K – – –
1
2
3 4 5

YORW Hedge Fund Activity: Q4 2024 in Review

152 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q4 2024, worth a combined $244M — down 12% from $276M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new YORW positions and 25 closed out — a net gain of 2 holders — while 45 added to existing stakes and 49 trimmed.

The largest buyer was BlackRock, adding an estimated $6.91M. The largest seller was KBC Group, exiting entirely with an estimated $4.18M sold.

  • 152 institutional investors held York Water (YORW) as of Q4 2024, up from 151 in Q3 2024.
  • Funds reported $244M of York Water stock for Q4 2024, down 12% quarter-over-quarter.
  • 27 funds opened new York Water positions in Q4 2024 and 25 closed out, a net change of +2 holders.
  • The largest York Water buyer in Q4 2024 was BlackRock, an estimated $6.91M added.
  • The largest York Water seller in Q4 2024 was KBC Group, an estimated $4.18M sold.

Based on aggregated 13F filings for Q4 2024.