Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

York Wtr Co (YORW)

162 + 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
↓ -14
Streak
1Q ▼
Buyers last Q
59%

Smart Money Signals — YORW

Based on 163 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their YORW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
163 funds currently hold this stock — 92% of the 3.0-year high of 177 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

103 buying72 selling
Last quarter: 103 funds bought or added vs 72 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.
⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 25 → 24 → 33 → 21. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

58% of holders stayed for 2+ years

58% conviction (2yr+) 23% medium 20% new
94 out of 163 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

20 → 25 → 24 → 33 → 21 new funds/Q
New funds entering each quarter: 25 → 24 → 33 → 21. A growing number of institutions are discovering YORW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 62% veterans vs 24% newcomers

62% veterans 14% 1-2yr 24% new
Entry-cohort mix of 164 holders: 101 (62%) are 2+ year veterans, 23 entered 1–2 years ago, and 40 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
36 of 163 holders are among the 100 largest funds by AUM, controlling 52% 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.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 Q2, 103 hedge funds were net buyers of YORW (21 opened a new position, 82 added to an existing one), while 72 reduced or exited (37 trimmed, 35 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 52% of total institutional value in YORW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -14 funds (more exits than new entries). Total institutional holders: 163.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: YORW
162 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 162 177 -8.47%
13F Shares 10M 9M 21.54%
Total Value $318M $260M 22.3%
New Positions 21 33 -12
Increased Positions 80 51 +29
Closed Positions 36 17 +19
Reduced Positions 37 51 -14
Total Calls 0 0 -
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: YORW

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Institutional Holders (2026 Q2)

162 + 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 YORW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Zimmer Partners, LP 1.00% 1,419,877 $43.5M
2 Empire Financial Management Company, LLC 0.88% 72,366 $2.2M
3 Teton Advisors, LLC 0.57% 31,910 $978K
4 John G Ullman & Associates Inc 0.35% 92,975 $2.8M
5 Johnson & White Wealth Management, LLC 0.24% 21,268 $652K
6 ELCO Management Co., LLC 0.22% 16,422 $503K
7 Penn Capital Management Company, LLC 0.19% 97,796 $3.0M
8 Odyssean, LLC 0.16% 31,156 $955K
9 Reaves W H & Co Inc 0.13% 275,000 $8.4M
10 Retirement Planning Co of New England, Inc. 0.08% 7,363 $226K
11 Collective Family Office LLC 0.06% 9,172 $281K
12 CenterBook Partners LP 0.06% 36,989 $1.1M
13 North Star Investment Management Corp. 0.05% 31,500 $965K
14 Campbell & CO Investment Adviser LLC 0.04% 22,030 $675K
15 RKL Wealth Management LLC 0.03% 14,085 $432K
16 Harbor Investment Advisory, LLC 0.03% 14,537 $446K
17 Gabelli Funds LLC 0.03% 151,793 $4.7M
18 Inspire Investing, LLC 0.03% 22,034 $675K
19 Longview Financial Advisors LLC 0.03% 1,792 $55K
20 Clear Harbor Asset Management, LLC 0.02% 13,125 $402K
21 Atom Investors LP 0.02% 8,607 $264K
22 Prospera Financial Services Inc 0.02% 41,575 $1.3M
23 Occudo Quantitative Strategies LP 0.02% 11,238 $344K
24 Martingale Asset Management L P 0.01% 19,526 $598K
25 Gamco Investors, INC. Et Al 0.01% 43,500 $1.3M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their YORW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for YORW?

Slight buying edge — 59% buying: Last quarter: 103 funds bought or added vs 72 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 — 52% AUM from top-100 funds: 36 of 163 holders are among the 100 largest funds by AUM, controlling 52% 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?

58% of holders stayed for 2+ years: 94 out of 163 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.

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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