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York Water

168 hedge funds and large institutions have $263M invested in York Water in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 50 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $530K | Put options by funds: $198K

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

14% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 44

11% more funds holding

Funds holding: 152168 (+16)

8% more capital invested

Capital invested by funds: $244M → $263M (+$19M)

0.8% more ownership

Funds ownership: 51.98%52.77% (+0.8%)

Holders
168
Holders Change
+16
Holders Change %
+10.53%
% of All Funds
2.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
50
Reduced
44
Closed
11
Calls
$530K
Puts
$198K
Net Calls
+$332K
Net Calls Change
+$652K
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$1.62M +$1.52M +46,642 New
UBS Group
27
UBS Group
Switzerland
$1.58M +$174K +5,351 +13%
DRZID
28
DePrince Race & Zollo Inc (DRZ)
Florida
$1.52M
GI
29
GAMCO Investors
Connecticut
$1.51M
PCM
30
Penn Capital Management
Pennsylvania
$1.44M -$3.38M -103,748 -71%
TA
31
Teton Advisors
New York
$1.27M
LPL Financial
32
LPL Financial
California
$1.21M -$112K -3,431 -9%
UBS AM
33
UBS AM
Illinois
$1.09M +$5.89K +181 +0.6%
Los Angeles Capital Management
34
Los Angeles Capital Management
California
$1.05M +$983K +30,195 New
Swiss National Bank
35
Swiss National Bank
Switzerland
$978K
GCP
36
GSA Capital Partners
United Kingdom
$907K +$444K +13,648 +109%
JWWM
37
Johnson & White Wealth Management
Pennsylvania
$876K -$7.68K -236 -0.9%
MAM
38
Martingale Asset Management
Massachusetts
$816K +$24.1K +741 +3%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$765K -$120K -3,695 -14%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$670K +$394K +12,115 +168%
Canada Life
41
Canada Life
Manitoba, Canada
$667K
SAM
42
Storebrand Asset Management
Norway
$663K
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$663K +$17.5K +539 +3%
Citadel Advisors
44
Citadel Advisors
Florida
$657K +$340K +10,452 +123%
PMAM
45
Penn Mutual Asset Management
Pennsylvania
$642K +$358K +11,000 +147%
Universal-Beteiligungs- und Servicegesellschaft
46
Universal-Beteiligungs- und Servicegesellschaft
Germany
$633K +$595K +18,265 New
FB
47
Fulton Bank
Pennsylvania
$610K +$32.3K +992 +6%
Barclays
48
Barclays
United Kingdom
$609K -$233K -7,154 -29%
First Manhattan
49
First Manhattan
New York
$607K -$57.4K -1,764 -9%
CHAM
50
Clear Harbor Asset Management
Connecticut
$599K

YORW Hedge Fund Activity: Q1 2025 in Review

168 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q1 2025, worth a combined $263M — up 7.8% from $244M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new YORW positions and 11 closed out — a net gain of 18 holders — while 50 added to existing stakes and 44 trimmed.

The largest buyer was Millennium Management, adding an estimated $2.64M. The largest seller was BlackRock, cutting an estimated $5.12M.

  • 168 institutional investors held York Water (YORW) as of Q1 2025, up from 152 in Q4 2024.
  • Funds reported $263M of York Water stock for Q1 2025, up 7.8% quarter-over-quarter.
  • 29 funds opened new York Water positions in Q1 2025 and 11 closed out, a net change of +18 holders.
  • The largest York Water buyer in Q1 2025 was Millennium Management, an estimated $2.64M added.
  • The largest York Water seller in Q1 2025 was BlackRock, an estimated $5.12M sold.

Based on aggregated 13F filings for Q1 2025.