YORW icon

York Water

135 hedge funds and large institutions have $259M invested in York Water in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 24 closing their positions.

Holders
135
Holders Change
-7
Holders Change %
-4.93%
% of All Funds
1.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
48
Reduced
42
Closed
24
Calls
$387K
Puts
$631K
Net Calls
-$244K
Net Calls Change
-$209K
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$56.1M 1,545,946 +50,416 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$29.9M 825,049 -12,104 -1%
ZP
3
Zimmer Partners
New York
$27M 745,384 -45,051 -6%
State Street
4
State Street
Massachusetts
$14.6M 400,559 +21,340 +6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$14M 386,314 -6,974 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$11.7M 321,606 +10,924 +4%
Morgan Stanley
7
Morgan Stanley
New York
$5.89M 162,275 -350,897 -68%
Northern Trust
8
Northern Trust
Illinois
$5.44M 149,983 -9,676 -6%
DRZID
9
DePrince Race & Zollo Inc (DRZ)
Florida
$5.31M 146,321 -7,932 -5%
Renaissance Technologies
10
Renaissance Technologies
New York
$5.25M 144,836 +21,000 +17%
Legal & General Group
11
Legal & General Group
United Kingdom
$5.19M 143,181 +26,717 +23%
GF
12
Gabelli Funds
New York
$4.89M 134,893
KBC Group
13
KBC Group
Belgium
$4.71M 129,981 -25,021 -16%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$4.44M 122,388 +15,362 +14%
Charles Schwab
15
Charles Schwab
California
$4.06M 111,909 -753 -0.7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$4.04M 111,348 -4,681 -4%
Invesco
17
Invesco
Georgia
$2.85M 78,625 +24,050 +44%
State of New Jersey Common Pension Fund D
18
State of New Jersey Common Pension Fund D
New Jersey
$2.84M 78,428 +11,996 +18%
PCM
19
Penn Capital Management
Pennsylvania
$2.28M 62,942 +9,583 +18%
Bank of America
20
Bank of America
North Carolina
$1.93M 53,218 -2,045 -4%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$1.8M 49,599
Assenagon Asset Management
22
Assenagon Asset Management
Luxembourg
$1.72M 47,418 +47,418 New
Goldman Sachs
23
Goldman Sachs
New York
$1.71M 47,181 -19,450 -29%
GI
24
GAMCO Investors
Connecticut
$1.58M 43,500
UBS Group
25
UBS Group
Switzerland
$1.57M 43,318 +3,974 +10%