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York Water

133 hedge funds and large institutions have $284M invested in York Water in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+2
Holders Change %
+1.53%
% of All Funds
2.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
46
Reduced
40
Closed
11
Calls
$117K
Puts
$62K
Net Calls
+$55K
Net Calls Change
+$47K
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$56.7M -$3.39M -75,401 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$41.5M +$775K +17,231 +2%
ZP
3
Zimmer Partners
New York
$33.3M +$6.8M +151,150 +26%
State Street
4
State Street
Massachusetts
$14.7M +$823K +18,207 +6%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$11.9M +$411K +9,145 +4%
Morgan Stanley
6
Morgan Stanley
New York
$11M +$5.7M +126,806 +108%
Northern Trust
7
Northern Trust
Illinois
$6.94M +$291K +6,470 +4%
KBC Group
8
KBC Group
Belgium
$6.18M +$383K +8,509 +7%
GF
9
Gabelli Funds
New York
$6.16M -$18K -400 -0.3%
DRZID
10
DePrince Race & Zollo Inc (DRZ)
Florida
$5.57M -$337K -7,486 -6%
Renaissance Technologies
11
Renaissance Technologies
New York
$5.35M -$981K -21,800 -16%
Invesco
12
Invesco
Georgia
$4.81M -$1.86M -41,353 -28%
Legal & General Group
13
Legal & General Group
United Kingdom
$4.79M +$429K +9,544 +10%
Charles Schwab
14
Charles Schwab
California
$4.75M +$92.4K +2,055 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$4.55M +$809K +17,975 +22%
PCM
16
Penn Capital Management
Pennsylvania
$3.28M -$1.53M -34,099 -32%
Victory Capital Management
17
Victory Capital Management
Texas
$3.02M -$872K -19,380 -22%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$2.87M -$71.4K -1,587 -2%
Bank of America
19
Bank of America
North Carolina
$2.69M +$82K +1,824 +3%
Citadel Advisors
20
Citadel Advisors
Florida
$2.66M +$141K +3,142 +6%
HIA
21
Harbor Investment Advisory
Maryland
$2.19M
Verition Fund Management
22
Verition Fund Management
Connecticut
$2.15M +$233K +5,186 +12%
GI
23
GAMCO Investors
Connecticut
$1.96M
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$1.86M -$99.5K -2,212 -5%
TA
25
Teton Advisors
New York
$1.8M -$135K -3,000 -7%