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York Water

178 hedge funds and large institutions have $260M invested in York Water in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 51 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

11% more funds holding

Funds holding: 161178 (+17)

4% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 53

1.88% less ownership

Funds ownership: 61.04%59.16% (-1.9%)

7% less capital invested

Capital invested by funds: $281M → $260M (-$20.3M)

100% less call options, than puts

Call options by funds: $3K | Put options by funds: $828K

Holders
178
Holders Change
+17
Holders Change %
+10.56%
% of All Funds
2.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
51
Reduced
53
Closed
14
Calls
$3K
Puts
$828K
Net Calls
-$825K
Net Calls Change
-$1.08M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$32.8M -$25.7M -794,710 -42%
ZP
2
Zimmer Partners
New York
$22.3M -$296K -9,172 -1%
Morgan Stanley
3
Morgan Stanley
New York
$20.2M +$621K +19,232 +3%
VCM
4
Vanguard Capital Management
Pennsylvania
$19.9M +$21.1M +653,993 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$10.5M -$207K -6,423 -2%
State Street
6
State Street
Massachusetts
$9.97M -$325K -10,076 -3%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$9.95M +$2.81M +86,917 +36%
Legal & General Group
8
Legal & General Group
United Kingdom
$9.13M -$3.02M -93,652 -24%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$9.01M -$147K -4,550 -2%
VPM
10
Vanguard Portfolio Management
Pennsylvania
$8.92M +$9.46M +293,006 New
Renaissance Technologies
11
Renaissance Technologies
New York
$6.21M +$2.95M +91,200 +81%
ProShare Advisors
12
ProShare Advisors
Maryland
$5.84M +$334K +10,343 +6%
Goldman Sachs
13
Goldman Sachs
New York
$4.76M +$57.4K +1,776 +1%
Jane Street
14
Jane Street
New York
$4.51M +$4.79M +148,172 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$4.45M +$59.7K +1,849 +1%
Millennium Management
16
Millennium Management
New York
$4.41M +$4.06M +125,687 +662%
GF
17
Gabelli Funds
New York
$4.07M
Northern Trust
18
Northern Trust
Illinois
$3.74M +$230K +7,108 +6%
Charles Schwab
19
Charles Schwab
California
$3.6M -$11.3K -351 -0.3%
AQR Capital Management
20
AQR Capital Management
Connecticut
$3.58M +$305K +9,445 +9%
Two Sigma Investments
21
Two Sigma Investments
New York
$3.4M -$167K -5,178 -4%
VFT
22
Vanguard Fiduciary Trust
Pennsylvania
$2.84M +$3.01M +93,313 New
PCM
23
Penn Capital Management
Pennsylvania
$2.72M -$3.71K -115 -0.1%
HF
24
HRT Financial
New York
$2.54M +$2.05M +63,590 +322%
State of New Jersey Common Pension Fund D
25
State of New Jersey Common Pension Fund D
New Jersey
$2.5M