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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
AIP
101
Ameritas Investment Partners
Nebraska
$52.7K
Osaic Holdings
102
Osaic Holdings
Arizona
$50.7K -$95.7K -2,465 -65%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$49.3K
KC
104
Kepos Capital
New York
$44K -$57.2K -1,475 -56%
QT
105
Quantbot Technologies
New York
$41.8K -$5.7K -147 -12%
DB
106
Danske Bank
Denmark
$41.2K +$42.7K +1,100 New
AIM
107
Arcadia Investment Management
Michigan
$30K
S
108
SignatureFD
Georgia
$29.9K +$3.42K +88 +12%
TRCT
109
Tower Research Capital (TRC)
New York
$27.8K -$124K -3,187 -81%
PA
110
Parallel Advisors
California
$25.2K
NS
111
NBC Securities
Alabama
$23K
DAM
112
Delta Asset Management
Tennessee
$23K
AF
113
Advisornet Financial
Minnesota
$22.5K
US Bancorp
114
US Bancorp
Minnesota
$20.9K -$1.13K -29 -5%
AB
115
Amalgamated Bank
New York
$19K
HFS
116
Horizon Financial Services
North Carolina
$18.7K
CT
117
Caldwell Trust
Florida
$16.9K +$17.5K +450 New
HPC
118
HM Payson & Co
Maine
$15.4K
WSFS
119
Wilmington Savings Fund Society
Delaware
$14K +$14.6K +375 New
LFG
120
Larson Financial Group
Missouri
$13.7K +$14.2K +366 New
CTC
121
Central Trust Company
Missouri
$12.7K
CPA
122
Capital Performance Advisors
California
$9.1K +$9.43K +243 New
BF
123
BOK Financial
Oklahoma
$7.8K +$8.3K +214 New
GEA
124
Glen Eagle Advisors
New Jersey
$7.51K +$1.98K +51 +34%
CSB
125
City State Bank
Iowa
$7.12K -$5.82K -150 -44%

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.