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York Water
YORW

Overview Fund Activity

142 hedge funds and large institutions have $286M invested in York Water in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 54 reducing their positions, and 14 closing their positions.

Holders
142
Holders Change
+7
Holders Change %
+5.19%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
40
Reduced
54
Closed
14
Calls
$107K
Puts
$142K
Net Calls
-$35K
Net Calls Change
+$3K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$19.8M
2
BlackRock
2
BlackRock
New York
$57.8M
3
ZP
3
Zimmer Partners
New York
$30.5M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$32.3M
5
LPL Financial
5
LPL Financial
California
$1.85M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$1.45M
2
Invesco
2
Invesco
Georgia
$2.11M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$4.78M
4
WC
4
Wexford Capital
Florida
$0
5
KBC Group
5
KBC Group
Belgium
$5.99M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$57.8M 1,495,530 +75,764 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$32.3M 837,153 +21,743 +3%
ZP
3
Zimmer Partners
New York
$30.5M 790,435 +25,480 +3%
Morgan Stanley
4
Morgan Stanley
New York
$19.8M 513,172 +205,356 +67%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$15.2M 393,288 -538 -0.1%
State Street
6
State Street
Massachusetts
$14.7M 379,219 +11,963 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$12M 310,682 +15,218 +5%
Northern Trust
8
Northern Trust
Illinois
$6.17M 159,659 +3,764 +2%
KBC Group
9
KBC Group
Belgium
$5.99M 155,002 -13,596 -8%
DRZID
10
DePrince Race & Zollo Inc (DRZ)
Florida
$5.96M 154,253 +7,391 +5%
GF
11
Gabelli Funds
New York
$5.21M 134,893 – –
Renaissance Technologies
12
Renaissance Technologies
New York
$4.78M 123,836 -18,000 -13%
Legal & General Group
13
Legal & General Group
United Kingdom
$4.5M 116,464 -2,648 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$4.48M 116,029 +15,597 +16%
Charles Schwab
15
Charles Schwab
California
$4.35M 112,662 +3,152 +3%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$4.13M 107,026 +19,827 +23%
Goldman Sachs
17
Goldman Sachs
New York
$2.57M 66,631 +14,523 +28%
State of New Jersey Common Pension Fund D
18
State of New Jersey Common Pension Fund D
New Jersey
$2.57M 66,432 -7,776 -10%
Bank of America
19
Bank of America
North Carolina
$2.13M 55,263 -319 -0.6%
Invesco
20
Invesco
Georgia
$2.11M 54,575 -19,235 -26%
PCM
21
Penn Capital Management
Pennsylvania
$2.06M 53,359 +11,637 +28%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$1.92M 49,599 -8,318 -14%
LPL Financial
23
LPL Financial
California
$1.85M 47,984 +21,447 +81%
GI
24
GAMCO Investors
Connecticut
$1.68M 43,500 – –
BGIM
25
Brandywine Global Investment Management
Pennsylvania
$1.6M 41,300 -8,200 -17%
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