York Water
YORW
136 hedge funds and large institutions have $260M invested in York Water in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 25 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 42
1.82% less ownership
Funds ownership: 51.82% → 50.01% (-1.8%)
6% less funds holding
Funds holding: 144 → 136 (-8)
9% less capital invested
Capital invested by funds: $287M → $260M (-$26.6M)
32% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 25
39% less call options, than puts
Call options by funds: $387K | Put options by funds: $631K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.82M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$1.71M |
| 3 |
CP
CenterBook Partners
Greenwich,
Connecticut
|
+$1.05M |
| 4 |
Legal & General Group
London,
United Kingdom
|
+$963K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$867K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$12.7M |
| 2 |
ZP
Zimmer Partners
New York
|
-$1.62M |
| 3 |
Millennium Management
New York
|
-$1.45M |
| 4 |
KBC Group
Brussels,
Belgium
|
-$902K |
| 5 |
Goldman Sachs
New York
|
-$701K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MHR
151
Matthew Hamilton Rosenberg
| – | -$25.9K | -670 | Closed |
|
|
SA
152
Scarborough Advisors
Annapolis,
Maryland
| – | -$14.5K | -375 | Closed |
|
|
GWM
153
Geneos Wealth Management
Englewood,
Colorado
| – | -$11.9K | -307 | Closed |
|
154
AssetMark Inc
Concord,
California
| – | -$7.72K | -200 | Closed |
|
|
BCMLT
155
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| – | -$5.21K | -139 | Closed |
|
|
CAL
156
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$2K | -53 | Closed |
|
|
PWMG
157
Private Wealth Management Group
Princeton,
New Jersey
| – | -$1.31K | -34 | Closed |
|
|
EC
158
EntryPoint Capital
New York
| – | -$772 | -20 | Closed |
|
|
BIA
159
Bell Investment Advisors
Oakland,
California
| – | -$541 | -14 | Closed |
|
|
AW
160
Avion Wealth
The Woodlands,
Texas
| – | -$1K | -13 | Closed |
|
|
TWP
161
TFO Wealth Partners
Maumee,
Ohio
| – | -$154 | -4 | Closed |
|
YORW Hedge Fund Activity: Q1 2024 in Review
136 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q1 2024, worth a combined $260M — down 9.3% from $287M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of YORW and 17 opened new positions — a net loss of 8 holders — while 42 trimmed existing stakes and 49 added.
The largest buyer was BlackRock, adding an estimated $1.82M. The largest seller was Morgan Stanley, cutting an estimated $12.7M.
- 136 institutional investors held York Water (YORW) as of Q1 2024, down from 144 in Q4 2023.
- Funds reported $260M of York Water stock for Q1 2024, down 9.3% quarter-over-quarter.
- 17 funds opened new York Water positions in Q1 2024 and 25 closed out, a net change of -8 holders.
- The largest York Water buyer in Q1 2024 was BlackRock, an estimated $1.82M added.
- The largest York Water seller in Q1 2024 was Morgan Stanley, an estimated $12.7M sold.
Based on aggregated 13F filings for Q1 2024.