We are live on ! Find out more
YORW icon

York Water

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: 151152 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
FCI
76
Financial Counselors Inc
Kansas
$259K -$5.34K -150 -2%
Millennium Management
77
Millennium Management
New York
$250K -$440K -12,352 -62%
EM
78
ELCO Management
New York
$246K -$40.4K -1,133 -13%
PMAM
79
Penn Mutual Asset Management
Pennsylvania
$245K
Fidelity Investments
80
Fidelity Investments
Massachusetts
$236K -$1.96K -55 -0.8%
CF
81
Corebridge Financial
Texas
$233K -$19.1K -537 -7%
SG Americas Securities
82
SG Americas Securities
New York
$216K +$35.8K +1,005 +18%
KK
83
KLP Kapitalforvaltning
Norway
$211K +$228K +6,400 New
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$198K
Public Employees Retirement Association of Colorado
85
Public Employees Retirement Association of Colorado
Colorado
$185K -$114K -3,210 -36%
A
86
AlphaQuest
New York
$160K +$175K +4,904 New
GWSG
87
GPS Wealth Strategies Group
Colorado
$141K -$25.8K -723 -14%
Zurich Cantonal Bank
88
Zurich Cantonal Bank
Switzerland
$141K +$47.3K +1,329 +45%
AAP
89
Arax Advisory Partners
Colorado
$124K -$3.67K -103 -3%
PFSRSONJ
90
Police & Firemen's Retirement System of New Jersey
New Jersey
$120K +$130K +3,657 New
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$105K -$27.4K -769 -19%
ACM
92
Aquatic Capital Management
Illinois
$88.4K +$38.6K +1,084 +67%
CAM
93
Costello Asset Management
Pennsylvania
$72.9K
LAMC
94
Longview Asset Management (California)
California
$58.6K +$63.8K +1,792 New
Osaic Holdings
95
Osaic Holdings
Arizona
$54.5K +$11.1K +312 +23%
Creative Planning
96
Creative Planning
Kansas
$48K +$52.2K +1,466 New
AIP
97
Ameritas Investment Partners
Nebraska
$46K
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$45K -$20.9K -586 -30%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$43.1K
NAAA
100
New Age Alpha Advisors
New York
$40.7K +$44.3K +1,243 New

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.