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York Water
YORW

Overview Fund Activity

140 hedge funds and large institutions have $265M invested in York Water in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+5
Holders Change %
+3.7%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
47
Reduced
40
Closed
18
Calls
$489K
Puts
$115K
Net Calls
+$374K
Net Calls Change
+$618K

Top Buyers

1
PCM
Penn Capital Management
Pennsylvania
$4.27M
2
BlackRock
BlackRock
New York
$58.8M
3
State Street
State Street
Massachusetts
$16.1M
4
UBS AM
UBS AM
Illinois
$1.04M
5
Jane Street
Jane Street
New York
$795K

Top Sellers

1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
2
ZP
Zimmer Partners
New York
$26.1M
3
CP
CenterBook Partners
Connecticut
$0
4
JWWM
Johnson & White Wealth Management
Pennsylvania
$0
5
KBC Group
KBC Group
Belgium
$4.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$58.8M +$1.46M +39,496 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$30.6M -$29.8K -803 -0.1%
ZP
3
Zimmer Partners
New York
$26.1M -$1.58M -42,600 -6%
State Street
4
State Street
Massachusetts
$16.1M +$1.2M +32,263 +8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$13.8M -$508K -13,706 -4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$12.6M +$690K +18,591 +6%
Morgan Stanley
7
Morgan Stanley
New York
$6.61M +$587K +15,839 +10%
Legal & General Group
8
Legal & General Group
United Kingdom
$5.86M +$545K +14,681 +10%
Northern Trust
9
Northern Trust
Illinois
$5.39M -$169K -4,550 -3%
DRZID
10
DePrince Race & Zollo Inc (DRZ)
Florida
$5.32M -$111K -3,003 -2%
Renaissance Technologies
11
Renaissance Technologies
New York
$5M -$371K -10,000 -7%
GF
12
Gabelli Funds
New York
$4.99M -$9.27K -250 -0.2%
Russell Investments Group
13
Russell Investments Group
United Kingdom
$4.41M -$127K -3,431 -3%
PCM
14
Penn Capital Management
Pennsylvania
$4.27M +$1.93M +52,166 +83%
Charles Schwab
15
Charles Schwab
California
$4.22M +$71.5K +1,929 +2%
KBC Group
16
KBC Group
Belgium
$4.14M -$680K -18,320 -14%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$4.06M -$72.7K -1,961 -2%
Invesco
18
Invesco
Georgia
$3.33M +$418K +11,282 +14%
Goldman Sachs
19
Goldman Sachs
New York
$2.44M +$690K +18,590 +39%
State of New Jersey Common Pension Fund D
20
State of New Jersey Common Pension Fund D
New Jersey
$2.29M -$616K -16,611 -21%
Bank of America
21
Bank of America
North Carolina
$2.1M +$122K +3,301 +6%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$1.84M – – –
Two Sigma Advisers
23
Two Sigma Advisers
New York
$1.7M +$241K +6,500 +16%
GI
24
GAMCO Investors
Connecticut
$1.61M – – –
Two Sigma Investments
25
Two Sigma Investments
New York
$1.43M -$21.6K -582 -1%
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