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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
Jane Street
76
Jane Street
New York
$295K -$526K -13,559 -63%
CF
77
Corebridge Financial
Texas
$287K -$1.86K -48 -0.6%
PMAM
78
Penn Mutual Asset Management
Pennsylvania
$281K
Fidelity Investments
79
Fidelity Investments
Massachusetts
$272K +$125K +3,229 +80%
GCP
80
GSA Capital Partners
United Kingdom
$268K +$278K +7,155 New
KAS
81
Kestra Advisory Services
Texas
$251K +$23.8K +613 +10%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$231K -$13.2K -339 -5%
Cerity Partners
83
Cerity Partners
New York
$230K +$238K +6,141 New
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$227K
VOYA Investment Management
85
VOYA Investment Management
Georgia
$224K -$9.31K -240 -4%
Janus Henderson Group
86
Janus Henderson Group
United Kingdom
$222K
PAG
87
Private Advisor Group
New Jersey
$219K +$1.05K +27 +0.5%
SG Americas Securities
88
SG Americas Securities
New York
$210K +$88.9K +2,291 +69%
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$210K -$32.2K -829 -13%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$203K -$50.9K -1,311 -19%
QCG
91
Quadrant Capital Group
Ohio
$190K +$504 +13 +0.3%
GWSG
92
GPS Wealth Strategies Group
Colorado
$189K -$19.4K -500 -9%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$149K -$5.43K -140 -3%
AAP
94
Arax Advisory Partners
Colorado
$146K +$349 +9 +0.2%
Zurich Cantonal Bank
95
Zurich Cantonal Bank
Switzerland
$111K +$776 +20 +0.7%
CAM
96
Costello Asset Management
Pennsylvania
$83.4K
SO
97
STRS Ohio
Ohio
$74.9K -$307K -7,900 -80%
DZ Bank
98
DZ Bank
Germany
$74.9K
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$73K +$8.61K +222 +13%
ACM
100
Aquatic Capital Management
Illinois
$60.6K +$62.7K +1,617 New

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.