Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

YORK WTR CO (YORW)

175 + Investors. Track Smart Money conviction in YORW. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
3Q ▲
Buyers last Q
55%

Smart Money Signals — YORW

Based on 175 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added YORW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
175 hedge funds hold YORW right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

83 buying67 selling
Last quarter: 83 funds bought or added vs 67 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new YORW position: 19 → 25 → 24 → 32. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

54% conviction (2yr+) 21% medium 26% new
94 out of 175 hedge funds have held YORW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

29 → 19 → 25 → 24 → 32 new funds/Q
New funds entering each quarter: 19 → 25 → 24 → 32. A growing number of institutions are discovering YORW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 62% of holders stayed 2+ years

62% veterans 10% 1-2yr 28% new
Of 177 current holders: 110 (62%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
36 of 175 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in YORW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — YORW

In 2026 Q1, 83 hedge funds were net buyers of YORW (32 opened a new position, 51 added to an existing one), while 67 reduced or exited (50 trimmed, 17 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 43% of total institutional value in YORW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 175.

Hedge Fund Ownership: YORW

How many hedge funds hold YORW — quarterly history vs. share price
Quarterly hedge fund ownership of YORW vs. share price

Market Analysis: YORW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: YORW

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy YORK WTR CO (YORW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much YORW has moved relative to its sector benchmark (XLU) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 51d ago
YORW
-2.8%
XLU
-3.0%

YORW outperformed XLU by +0.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
YORW
+0.6%
XLU
+1.5%

Since the filing became public, YORW outperformed XLU by -0.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 0 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: YORW
175 + Investors

Track Smart Money conviction in YORW. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 175 160 9.38%
13F Shares 9M 9M -2.37%
Total Value $260M $279M -6.84%
New Positions 32 24 +8
Increased Positions 51 54 -3
Closed Positions 17 21 -4
Reduced Positions 50 52 -2
Total Calls 0 1 -100.0%
Total Puts 2 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: YORW

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Institutional Holders (2026 Q1)

175 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in YORW. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of YORW — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Teton Advisors, LLC 0.68% 31,570 $961K
2 Zimmer Partners, LP 0.54% 732,677 $22.3M
3 Johnson & White Wealth Management, LLC 0.27% 21,004 $640K
4 Penn Capital Management Company, LLC 0.21% 89,271 $2.7M
5 ELCO Management Co., LLC 0.19% 13,176 $401K
6 OXFORD ASSET MANAGEMENT LLP 0.15% 11,771 $358K
7 JOHN G ULLMAN & ASSOCIATES INC 0.15% 37,050 $1.1M
8 Odyssean, LLC 0.14% 13,011 $396K
9 Retirement Planning Co of New England, Inc. 0.10% 7,748 $236K
10 Dynamic Technology Lab Private Ltd 0.09% 19,139 $583K
11 CenterBook Partners LP 0.09% 57,482 $1.8M
12 Empirical Asset Management, LLC 0.08% 10,165 $310K
13 COLLECTIVE FAMILY OFFICE LLC 0.06% 9,171 $279K
14 North Star Investment Management Corp. 0.05% 28,000 $853K
15 Campbell & CO Investment Adviser LLC 0.04% 25,296 $770K
16 Inspire Investing, LLC 0.04% 16,853 $513K
17 Brooklyn Investment Group 0.04% 44,106 $1.3M
18 RKL Wealth Management LLC 0.04% 13,859 $422K
19 HARBOR INVESTMENT ADVISORY, LLC 0.03% 14,537 $443K
20 Longview Financial Advisors LLC 0.03% 1,792 $55K
21 Clear Harbor Asset Management, LLC 0.03% 13,325 $406K
22 GABELLI FUNDS LLC 0.03% 133,643 $4.1M
23 OCCUDO QUANTITATIVE STRATEGIES LP 0.03% 16,015 $465K
24 MIRABELLA FINANCIAL SERVICES LLP 0.02% 8,156 $248K
25 Costello Asset Management, INC 0.02% 2,227 $68K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — YORK WTR CO (YORW)

What does the Smart Money Trend signal show for YORW?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added YORW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for YORW?

Slight buying edge — 55% buying: Last quarter: 83 funds bought or added vs 67 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for YORW holders?

Elite ownership — 43% AUM from top-100 funds: 36 of 175 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in YORW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held YORW?

54% of holders stayed for 2+ years: 94 out of 175 hedge funds have held YORW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy YORK WTR CO (YORW) following the 2026 Q1 hedge fund 13F filings?

As of today, YORW has moved +0.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.5% for the XLU sector ETF — an outperformance of -0.9%. Since the quarter end (March 31, 2026), YORW has gained -2.8% vs -3.0% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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