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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
DPW
151
DiNuzzo Private Wealth
Pennsylvania
$66
KBC Group
152
KBC Group
Belgium
-$4.18M -111,661 Closed
BGIM
153
Brandywine Global Investment Management
Pennsylvania
-$520K -14,200 Closed
CCM
154
Cullen Capital Management
New York
-$416K -11,098 Closed
PP
155
PDT Partners
New York
-$380K -10,136 Closed
State of Wisconsin Investment Board
156
State of Wisconsin Investment Board
Wisconsin
-$342K -9,121 Closed
Jane Street
157
Jane Street
New York
-$295K -7,863 Closed
KAS
158
Kestra Advisory Services
Texas
-$251K -6,693 Closed
Cetera Investment Advisers
159
Cetera Investment Advisers
Illinois
-$231K -6,179 Closed
Cerity Partners
160
Cerity Partners
New York
-$230K -6,141 Closed
VOYA Investment Management
161
VOYA Investment Management
Georgia
-$224K -5,971 Closed
Janus Henderson Group
162
Janus Henderson Group
United Kingdom
-$222K -5,931 Closed
PAG
163
Private Advisor Group
New Jersey
-$219K -5,837 Closed
Manulife (Manufacturers Life Insurance)
164
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$210K -5,593 Closed
Commonwealth Equity Services
165
Commonwealth Equity Services
Massachusetts
-$203K -5,424 Closed
DZ Bank
166
DZ Bank
Germany
-$74.9K -2,000 Closed
SO
167
STRS Ohio
Ohio
-$74.9K -2,000 Closed
KC
168
Kepos Capital
New York
-$44K -1,182 Closed
QT
169
Quantbot Technologies
New York
-$41.8K -1,116 Closed
NS
170
NBC Securities
Alabama
-$23K -624 Closed
CPA
171
Capital Performance Advisors
California
-$9.1K -243 Closed
CB
172
CNB Bank
Pennsylvania
-$3.75K -100 Closed
SHIM
173
Stone House Investment Management
Pennsylvania
-$3.75K -100 Closed
HNB
174
Huntington National Bank
Ohio
-$3K -80 Closed
Lazard Asset Management
175
Lazard Asset Management
New York
-$1K -30 Closed

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.