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York Water

151 hedge funds and large institutions have $276M invested in York Water in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $221K | Put options by funds: $90K

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

7% more funds holding

Funds holding: 141151 (+10)

1.4% more ownership

Funds ownership: 49.95%51.35% (+1.4%)

4% more capital invested

Capital invested by funds: $266M → $276M (+$10.4M)

5% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 44

Holders
151
Holders Change
+10
Holders Change %
+7.09%
% of All Funds
2.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
42
Reduced
44
Closed
11
Calls
$221K
Puts
$90K
Net Calls
+$131K
Net Calls Change
-$243K
Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
51
Campbell & Co Investment Adviser
Maryland
$511K -$249K -6,412 -32%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$508K -$18K -465 -3%
MCM
53
Manchester Capital Management
Vermont
$493K
AllianceBernstein
54
AllianceBernstein
Tennessee
$456K -$23.3K -600 -5%
CP
55
CenterBook Partners
Connecticut
$451K +$467K +12,037 New
OFS
56
Orrstown Financial Services
Pennsylvania
$445K +$461K +11,876 New
BCM
57
Brown Capital Management
Maryland
$421K
CFO
58
Collective Family Office
Pennsylvania
$417K -$1.63K -42 -0.4%
CCM
59
Cullen Capital Management
New York
$416K +$4.73K +122 +1%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$414K -$33.6K -866 -7%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$400K +$116 +3 +0%
Citigroup
62
Citigroup
New York
$397K +$280K +7,218 +214%
RPCONE
63
Retirement Planning Company of New England
Rhode Island
$396K +$21.8K +562 +6%
PP
64
PDT Partners
New York
$380K +$25.7K +663 +7%
Mirae Asset Global ETFs Holdings
65
Mirae Asset Global ETFs Holdings
Hong Kong
$367K +$49.2K +1,269 +15%
Franklin Resources
66
Franklin Resources
California
$366K +$1.71K +44 +0.4%
State of Wisconsin Investment Board
67
State of Wisconsin Investment Board
Wisconsin
$342K -$30.5K -786 -8%
DADC
68
D.A. Davidson & Co
Montana
$341K +$353K +9,101 New
Deutsche Bank
69
Deutsche Bank
Germany
$337K -$27.2K -701 -7%
Public Employees Retirement Association of Colorado
70
Public Employees Retirement Association of Colorado
Colorado
$332K
Citadel Advisors
71
Citadel Advisors
Florida
$330K +$112K +2,895 +49%
EM
72
ELCO Management
New York
$324K -$157K -4,036 -32%
MIM
73
MetLife Investment Management
New Jersey
$319K
Mariner
74
Mariner
Kansas
$304K +$33.6K +866 +12%
FCI
75
Financial Counselors Inc
Kansas
$302K -$5.82K -150 -2%

YORW Hedge Fund Activity: Q3 2024 in Review

151 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in York Water (YORW) for Q3 2024, worth a combined $276M — up 3.9% from $266M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new YORW positions and 11 closed out — a net gain of 12 holders — while 42 added to existing stakes and 44 trimmed.

The largest buyer was ProShare Advisors, opening a new position worth an estimated $7.22M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $2.87M.

  • 151 institutional investors held York Water (YORW) as of Q3 2024, up from 141 in Q2 2024.
  • Funds reported $276M of York Water stock for Q3 2024, up 3.9% quarter-over-quarter.
  • 23 funds opened new York Water positions in Q3 2024 and 11 closed out, a net change of +12 holders.
  • The largest York Water buyer in Q3 2024 was ProShare Advisors, an estimated $7.22M added.
  • The largest York Water seller in Q3 2024 was DePrince Race & Zollo Inc (DRZ), an estimated $2.87M sold.

Based on aggregated 13F filings for Q3 2024.