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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
GI
126
GAMMA Investing
California
$7.08K +$4.27K +110 +139%
EAM
127
Eukles Asset Management
Ohio
$5.62K +$5.82K +150 New
LC
128
Lindbrook Capital
California
$3.93K
CB
129
CNB Bank
Pennsylvania
$3.75K
SHIM
130
Stone House Investment Management
Pennsylvania
$3.75K
HCA
131
Harbor Capital Advisors
Illinois
$3K +$2.68K +69 New
HNB
132
Huntington National Bank
Ohio
$3K
AF
133
Allworth Financial
California
$2.92K
CIBC Private Wealth Group
134
CIBC Private Wealth Group
Georgia
$2.44K
PCMC
135
Planning Capital Management Corporation
Pennsylvania
$2.26K +$2.33K +60 New
VNA
136
Valley National Advisers
Pennsylvania
$2K
SCM
137
Sterling Capital Management
North Carolina
$1.69K +$1.75K +45 New
CA
138
CoreCap Advisors
Michigan
$1.62K +$1.67K +43 New
HI
139
Harbour Investments
Wisconsin
$1.5K
Nisa Investment Advisors
140
Nisa Investment Advisors
Missouri
$1.47K -$178K -4,592 -99%
Lazard Asset Management
141
Lazard Asset Management
New York
$1K -$41.9K -1,080 -97%
C
142
Covestor
United Kingdom
$1K +$1.01K +26 New
FFA
143
Farther Finance Advisors
California
$937
VCM
144
Versant Capital Management
Arizona
$824 +$854 +22 New
RTC
145
Riverview Trust Company
Washington
$787 +$815 +21 New
SAM
146
Smartleaf Asset Management
Massachusetts
$787 +$815 +21 New
RIL
147
Rothschild Investment LLC
Illinois
$749 +$194 +5 +33%
SOW
148
State of Wyoming
Wyoming
$712 +$78 +2 +12%
PS
149
Principal Securities
Iowa
$337
MPWT
150
MassMutual Private Wealth & Trust
Connecticut
$300

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.