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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
Simplex Trading
101
Simplex Trading
Illinois
$31K +$34.7K +974 New
S
102
SignatureFD
Georgia
$26.3K +$214 +6 +0.8%
AIM
103
Arcadia Investment Management
Michigan
$26.2K
QCG
104
Quadrant Capital Group
Ohio
$23K -$156K -4,366 -86%
PA
105
Parallel Advisors
California
$22K -$107 -3 -0.4%
DAM
106
Delta Asset Management
Tennessee
$20.1K
AF
107
Advisornet Financial
Minnesota
$19.6K
TRCT
108
Tower Research Capital (TRC)
New York
$16.7K -$8.27K -232 -31%
HFS
109
Horizon Financial Services
North Carolina
$16.4K
CWM
110
Crowley Wealth Management
Delaware
$16.4K +$17.8K +500 New
AB
111
Amalgamated Bank
New York
$16K
US Bancorp
112
US Bancorp
Minnesota
$15.8K -$2.74K -77 -14%
CT
113
Caldwell Trust
Florida
$14.7K
HPC
114
HM Payson & Co
Maine
$13.4K
CFB
115
Cullen/Frost Bankers
Texas
$13.4K +$14.6K +409 New
SCM
116
Sterling Capital Management
North Carolina
$13.1K +$12.7K +356 +791%
WSFS
117
Wilmington Savings Fund Society
Delaware
$12.3K
VWM
118
Venturi Wealth Management
Texas
$11.7K +$12.8K +358 New
VCM
119
Versant Capital Management
Arizona
$11.5K +$11.7K +328 +1,491%
CTC
120
Central Trust Company
Missouri
$11.1K
GEA
121
Glen Eagle Advisors
New Jersey
$10.6K +$4.38K +123 +61%
RS
122
R Squared
Hong Kong
$9.82K +$10.7K +300 New
BF
123
BOK Financial
Oklahoma
$9.58K +$3.56K +100 +47%
MAM
124
Meeder Asset Management
Ohio
$7.72K +$8.41K +236 New
SFGP
125
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$7.17K +$7.8K +219 New

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.