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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
Invesco
26
Invesco
Georgia
$2.49M -$527K -16,319 -17%
Bank of America
27
Bank of America
North Carolina
$1.95M +$66.7K +2,066 +3%
QCM
28
Quantinno Capital Management
New York
$1.76M +$232K +7,179 +14%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$1.75M +$1.86M +57,588 New
CP
30
CenterBook Partners
Connecticut
$1.75M -$988K -30,578 -35%
LPL Financial
31
LPL Financial
California
$1.39M -$36.8K -1,139 -2%
N
32
Nuveen
North Carolina
$1.37M +$11.5K +357 +0.8%
BIG
33
Brooklyn Investment Group
New York
$1.34M +$1.2M +37,293 +547%
GI
34
GAMCO Investors
Connecticut
$1.32M
UBS Group
35
UBS Group
Switzerland
$1.31M +$135K +4,174 +11%
Marshall Wace
36
Marshall Wace
United Kingdom
$1.26M +$1.34M +41,486 New
JGUA
37
John G. Ullman & Associates
New York
$1.13M
Citadel Advisors
38
Citadel Advisors
Florida
$1,000K +$1.06M +32,839 New
TA
39
Teton Advisors
New York
$961K -$35.5K -1,100 -3%
NSIM
40
North Star Investment Management
Illinois
$853K
SAM
41
Storebrand Asset Management
Norway
$825K -$66.2K -2,051 -7%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$807K -$297K -9,185 -26%
CCIA
43
Campbell & Co Investment Adviser
Maryland
$770K +$817K +25,296 New
Point72 Asset Management
44
Point72 Asset Management
Connecticut
$698K +$741K +22,935 New
Wells Fargo
45
Wells Fargo
California
$669K -$329K -10,187 -32%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$656K +$87.1K +2,697 +14%
Squarepoint
47
Squarepoint
New York
$640K +$679K +21,024 New
JWWM
48
Johnson & White Wealth Management
Pennsylvania
$640K -$12.7K -393 -2%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$589K -$120K -3,712 -16%
Creative Planning
50
Creative Planning
Kansas
$586K -$297K -9,181 -32%