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York Water
YORW

Overview Fund Activity

140 hedge funds and large institutions have $286M invested in York Water in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 33 reducing their positions, and 15 closing their positions.

Holders
140
Holders Change
-3
Holders Change %
-2.1%
% of All Funds
2.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
53
Reduced
33
Closed
15
Calls
$264K
Puts
$66K
Net Calls
+$198K
Net Calls Change
-$17K

Top Buyers

1
BlackRock
1
BlackRock
New York
$55.5M
2
BGIM
2
Brandywine Global Investment Management
Pennsylvania
$2.01M
3
Millennium Management
3
Millennium Management
New York
$1.41M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$6.57M
5
Morgan Stanley
5
Morgan Stanley
New York
$12M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$33.2M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$0
3
JWWM
3
Johnson & White Wealth Management
Pennsylvania
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.89M
5
ZP
5
Zimmer Partners
New York
$29.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$55.5M 1,344,346 +86,532 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$33.2M 803,582 -119,503 -13%
ZP
3
Zimmer Partners
New York
$29.4M 711,223 -17,614 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$16.3M 394,374 -476 -0.1%
State Street
5
State Street
Massachusetts
$14.6M 351,925 +7,060 +2%
Morgan Stanley
6
Morgan Stanley
New York
$12M 291,543 +20,712 +8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$11.7M 284,639 +10,325 +4%
KBC Group
8
KBC Group
Belgium
$6.72M 162,796 +12,848 +9%
Renaissance Technologies
9
Renaissance Technologies
New York
$6.57M 159,136 +24,700 +18%
Northern Trust
10
Northern Trust
Illinois
$6.54M 158,352 +394 +0.2%
DRZID
11
DePrince Race & Zollo Inc (DRZ)
Florida
$5.97M 144,710 +2,521 +2%
GF
12
Gabelli Funds
New York
$5.57M 134,900 -2,000 -1%
Charles Schwab
13
Charles Schwab
California
$4.4M 106,684 +1,162 +1%
Legal & General Group
14
Legal & General Group
United Kingdom
$4.26M 103,102 +4,554 +5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$4.13M 99,992 -919 -0.9%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$3.38M 81,963 +1,058 +1%
Invesco
17
Invesco
Georgia
$3M 72,731 +2,273 +3%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$2.4M 58,259 +4,796 +9%
State of New Jersey Common Pension Fund D
19
State of New Jersey Common Pension Fund D
New Jersey
$2.33M 56,492 +5,459 +11%
Bank of America
20
Bank of America
North Carolina
$2.14M 51,735 -4,139 -7%
HIA
21
Harbor Investment Advisory
Maryland
$2.01M 48,700 – –
BGIM
22
Brandywine Global Investment Management
Pennsylvania
$2.01M 48,600 +48,600 New
Citadel Advisors
23
Citadel Advisors
Florida
$1.89M 45,699 -17,819 -28%
GI
24
GAMCO Investors
Connecticut
$1.8M 43,500 – –
AQR Capital Management
25
AQR Capital Management
Connecticut
$1.75M 42,426 +4,301 +11%
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