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York Water

168 hedge funds and large institutions have $263M invested in York Water in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 50 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $530K | Put options by funds: $198K

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

14% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 44

11% more funds holding

Funds holding: 152168 (+16)

8% more capital invested

Capital invested by funds: $244M → $263M (+$19M)

0.8% more ownership

Funds ownership: 51.98%52.77% (+0.8%)

Holders
168
Holders Change
+16
Holders Change %
+10.53%
% of All Funds
2.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
50
Reduced
44
Closed
11
Calls
$530K
Puts
$198K
Net Calls
+$332K
Net Calls Change
+$652K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$56.4M -$5.12M -157,198 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$30.2M +$664K +20,385 +2%
ZP
3
Zimmer Partners
New York
$26.3M +$348K +10,680 +1%
State Street
4
State Street
Massachusetts
$17.8M +$80.9K +2,486 +0.5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$12.1M +$348K +10,692 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$11.8M -$828K -25,443 -7%
Legal & General Group
7
Legal & General Group
United Kingdom
$7.98M +$2.55M +78,344 +52%
ProShare Advisors
8
ProShare Advisors
Maryland
$7.23M -$583K -17,914 -8%
Morgan Stanley
9
Morgan Stanley
New York
$6.24M -$111K -3,420 -2%
Northern Trust
10
Northern Trust
Illinois
$4.92M -$278K -8,542 -6%
GF
11
Gabelli Funds
New York
$4.63M
Charles Schwab
12
Charles Schwab
California
$4.01M -$61.2K -1,880 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$3.88M -$172K -5,277 -5%
Renaissance Technologies
14
Renaissance Technologies
New York
$3.34M -$830K -25,500 -21%
Millennium Management
15
Millennium Management
New York
$3.08M +$2.64M +81,138 +1,063%
Invesco
16
Invesco
Georgia
$2.95M +$744K +22,866 +37%
State of New Jersey Common Pension Fund D
17
State of New Jersey Common Pension Fund D
New Jersey
$2.53M -$163K -5,000 -6%
Goldman Sachs
18
Goldman Sachs
New York
$2.52M -$457K -14,044 -16%
N
19
Nuveen
North Carolina
$2.35M +$590K +18,130 +37%
CP
20
CenterBook Partners
Connecticut
$2.02M +$1.2M +36,932 +172%
Bank of America
21
Bank of America
North Carolina
$2M +$160K +4,904 +9%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$1.87M -$270K -8,300 -13%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$1.75M -$29.1K -893 -2%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.69M +$1.29M +39,608 +432%
Two Sigma Investments
25
Two Sigma Investments
New York
$1.69M +$52.5K +1,614 +3%

YORW Hedge Fund Activity: Q1 2025 in Review

168 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q1 2025, worth a combined $263M — up 7.8% from $244M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new YORW positions and 11 closed out — a net gain of 18 holders — while 50 added to existing stakes and 44 trimmed.

The largest buyer was Millennium Management, adding an estimated $2.64M. The largest seller was BlackRock, cutting an estimated $5.12M.

  • 168 institutional investors held York Water (YORW) as of Q1 2025, up from 152 in Q4 2024.
  • Funds reported $263M of York Water stock for Q1 2025, up 7.8% quarter-over-quarter.
  • 29 funds opened new York Water positions in Q1 2025 and 11 closed out, a net change of +18 holders.
  • The largest York Water buyer in Q1 2025 was Millennium Management, an estimated $2.64M added.
  • The largest York Water seller in Q1 2025 was BlackRock, an estimated $5.12M sold.

Based on aggregated 13F filings for Q1 2025.