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York Water
YORW

Overview Fund Activity

149 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, 48 reducing their positions, and 25 closing their positions.

Holders
149
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
45
Reduced
48
Closed
25
Calls
$92K
Puts
$412K
Net Calls
-$320K
Net Calls Change
-$451K

Top Buyers

1
BlackRock
1
BlackRock
New York
$58.4M
2
ProShare Advisors
2
ProShare Advisors
Maryland
$7.41M
3
ZP
3
Zimmer Partners
New York
$24.4M
4
State Street
4
State Street
Massachusetts
$16.7M
5
JWWM
5
Johnson & White Wealth Management
Pennsylvania
$828K

Top Sellers

1
KBC Group
1
KBC Group
Belgium
$0
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$1.68M
3
AI
3
Atom Investors
Texas
$329K
4
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$1.43M
5
Morgan Stanley
5
Morgan Stanley
New York
$6M
Name Market Value Shares Shares
Change 		Shares
Change %
HCA
126
Harbor Capital Advisors
Illinois
$4K 122 +53 +77%
MPWT
127
MassMutual Private Wealth & Trust
Connecticut
$3.01K 92 +84 +1,050%
CAL
128
Capital Advisors Ltd
Ohio
$3K 106 +106 New
TWD
129
True Wealth Design
Ohio
$2.78K 85 +85 New
AF
130
Allworth Financial
California
$2.58K 86 +8 +10%
GI
131
GAMMA Investing
California
$2.42K 74 -115 -61%
LC
132
Lindbrook Capital
California
$2.36K 72 -33 -31%
CIBC Private Wealth Group
133
CIBC Private Wealth Group
Georgia
$2.02K 65 – –
VNA
134
Valley National Advisers
Pennsylvania
$2K 75 – –
CA
135
CoreCap Advisors
Michigan
$1.42K 44 +1 +2%
SAM
136
Smartleaf Asset Management
Massachusetts
$1.42K 43 +22 +105%
HI
137
Harbour Investments
Wisconsin
$1.31K 40 – –
PWA
138
Physician Wealth Advisors
Utah
$1.31K 40 +40 New
SO
139
Sierra Ocean
California
$883 27 +27 New
Nisa Investment Advisors
140
Nisa Investment Advisors
Missouri
$791 24 -15 -38%
SS
141
SBI Securities
Japan
$785 24 +24 New
SOW
142
State of Wyoming
Wyoming
$720 22 +3 +16%
LFG
143
Larson Financial Group
Missouri
$589 18 -348 -95%
CSWM
144
Cassady Schiller Wealth Management
Ohio
$589 18 +18 New
RIL
145
Rothschild Investment LLC
Illinois
$327 10 -10 -50%
PS
146
Principal Securities
Iowa
$294 9 – –
FFA
147
Farther Finance Advisors
California
$262 8 -17 -68%
DPW
148
DiNuzzo Private Wealth
Pennsylvania
$66 2 – –
KBC Group
149
KBC Group
Belgium
– – -111,661 Closed
BGIM
150
Brandywine Global Investment Management
Pennsylvania
– – -14,200 Closed
3 4 5
6
7