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York Water

152 hedge funds and large institutions have $244M invested in York Water in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 45 increasing their positions, 49 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

1% more funds holding

Funds holding: 151152 (+1)

0.62% more ownership

Funds ownership: 51.35%51.98% (+0.62%)

8% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 49

12% less capital invested

Capital invested by funds: $276M → $244M (-$31.8M)

78% less call options, than puts

Call options by funds: $92K | Put options by funds: $412K

Holders
152
Holders Change
+1
Holders Change %
+0.66%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
45
Reduced
49
Closed
25
Calls
$92K
Puts
$412K
Net Calls
-$320K
Net Calls Change
-$451K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$58.4M +$6.91M +194,019 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$27.8M -$677K -19,004 -2%
ZP
3
Zimmer Partners
New York
$24.4M +$1.32M +37,076 +5%
State Street
4
State Street
Massachusetts
$16.7M +$1.21M +33,999 +7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$11.9M -$312K -8,757 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$11.1M -$188K -5,275 -2%
ProShare Advisors
7
ProShare Advisors
Maryland
$7.41M +$1.43M +40,199 +22%
Morgan Stanley
8
Morgan Stanley
New York
$6M -$843K -23,669 -11%
Legal & General Group
9
Legal & General Group
United Kingdom
$4.96M -$67.9K -1,907 -1%
Northern Trust
10
Northern Trust
Illinois
$4.92M +$190K +5,344 +4%
PCM
11
Penn Capital Management
Pennsylvania
$4.75M +$261K +7,333 +5%
GF
12
Gabelli Funds
New York
$4.37M -$35.6K -1,000 -0.7%
Renaissance Technologies
13
Renaissance Technologies
New York
$3.99M +$3.56K +100 +0.1%
Charles Schwab
14
Charles Schwab
California
$3.84M +$26.3K +739 +0.6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$3.84M +$685K +19,238 +20%
Goldman Sachs
16
Goldman Sachs
New York
$2.83M -$424K -11,889 -12%
State of New Jersey Common Pension Fund D
17
State of New Jersey Common Pension Fund D
New Jersey
$2.55M +$577K +16,209 +26%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$2.04M +$338K +9,500 +18%
Invesco
19
Invesco
Georgia
$2.04M -$798K -22,390 -26%
Bank of America
20
Bank of America
North Carolina
$1.73M -$64.7K -1,816 -3%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$1.68M -$1.33M -37,449 -42%
N
22
Nuveen
North Carolina
$1.62M
Two Sigma Investments
23
Two Sigma Investments
New York
$1.54M +$306K +8,596 +22%
JP Morgan Chase
24
JP Morgan Chase
New York
$1.48M +$533K +14,957 +49%
DRZID
25
DePrince Race & Zollo Inc (DRZ)
Florida
$1.43M -$917K -25,735 -37%

YORW Hedge Fund Activity: Q4 2024 in Review

152 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q4 2024, worth a combined $244M — down 12% from $276M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new YORW positions and 25 closed out — a net gain of 2 holders — while 45 added to existing stakes and 49 trimmed.

The largest buyer was BlackRock, adding an estimated $6.91M. The largest seller was KBC Group, exiting entirely with an estimated $4.18M sold.

  • 152 institutional investors held York Water (YORW) as of Q4 2024, up from 151 in Q3 2024.
  • Funds reported $244M of York Water stock for Q4 2024, down 12% quarter-over-quarter.
  • 27 funds opened new York Water positions in Q4 2024 and 25 closed out, a net change of +2 holders.
  • The largest York Water buyer in Q4 2024 was BlackRock, an estimated $6.91M added.
  • The largest York Water seller in Q4 2024 was KBC Group, an estimated $4.18M sold.

Based on aggregated 13F filings for Q4 2024.