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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
CSB
126
City State Bank
Iowa
$6.22K
EAM
127
Eukles Asset Management
Ohio
$4.91K
HCA
128
Harbor Capital Advisors
Illinois
$4K +$1.89K +53 +77%
DB
129
Danske Bank
Denmark
$3.27K -$35.6K -1,000 -91%
MPWT
130
MassMutual Private Wealth & Trust
Connecticut
$3.01K +$2.99K +84 +1,050%
CAL
131
Capital Advisors Ltd
Ohio
$3K +$3.78K +106 New
TWD
132
True Wealth Design
Ohio
$2.78K +$3.03K +85 New
AF
133
Allworth Financial
California
$2.58K +$285 +8 +10%
GI
134
GAMMA Investing
California
$2.42K -$4.1K -115 -61%
LC
135
Lindbrook Capital
California
$2.36K -$1.18K -33 -31%
CIBC Private Wealth Group
136
CIBC Private Wealth Group
Georgia
$2.02K
VNA
137
Valley National Advisers
Pennsylvania
$2K
CA
138
CoreCap Advisors
Michigan
$1.42K +$36 +1 +2%
SAM
139
Smartleaf Asset Management
Massachusetts
$1.42K +$784 +22 +105%
HI
140
Harbour Investments
Wisconsin
$1.31K
PWA
141
Physician Wealth Advisors
Utah
$1.31K +$1.43K +40 New
SO
142
Sierra Ocean
California
$883 +$962 +27 New
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$791 -$534 -15 -38%
SS
144
SBI Securities
Japan
$785 +$855 +24 New
SOW
145
State of Wyoming
Wyoming
$720 +$107 +3 +16%
LFG
146
Larson Financial Group
Missouri
$589 -$12.4K -348 -95%
CSWM
147
Cassady Schiller Wealth Management
Ohio
$589 +$641 +18 New
RIL
148
Rothschild Investment LLC
Illinois
$327 -$356 -10 -50%
PS
149
Principal Securities
Iowa
$294
FFA
150
Farther Finance Advisors
California
$262 -$606 -17 -68%

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.