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York Water

161 hedge funds and large institutions have $281M invested in York Water in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,600% more call options, than puts

Call options by funds: $261K | Put options by funds: $3K

11% more capital invested

Capital invested by funds: $252M → $281M (+$28.7M)

3.63% more ownership

Funds ownership: 57.41%61.04% (+3.6%)

10% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 51

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

0% more funds holding

Funds holding: 161161 (0)

Holders
161
Holders Change
Holders Change %
0%
% of All Funds
1.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
56
Reduced
51
Closed
22
Calls
$261K
Puts
$3K
Net Calls
+$258K
Net Calls Change
+$300K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$1.49M +$180K +5,636 +14%
N
27
Nuveen
North Carolina
$1.42M +$200K +6,242 +16%
GI
28
GAMCO Investors
Connecticut
$1.39M
Raymond James Financial
29
Raymond James Financial
Florida
$1.31M +$106K +3,327 +9%
UBS Group
30
UBS Group
Switzerland
$1.24M -$60K -1,874 -5%
JGUA
31
John G. Ullman & Associates
New York
$1.18M +$1.19M +37,050 New
Fidelity Investments
32
Fidelity Investments
Massachusetts
$1.14M +$521K +16,292 +84%
TA
33
Teton Advisors
New York
$1.04M -$112K -3,490 -10%
Wells Fargo
34
Wells Fargo
California
$1.02M +$430K +13,430 +72%
SAM
35
Storebrand Asset Management
Norway
$928K
Creative Planning
36
Creative Planning
Kansas
$905K +$386K +12,057 +74%
NSIM
37
North Star Investment Management
Illinois
$892K
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$735K +$16.8K +526 +2%
Barclays
39
Barclays
United Kingdom
$718K +$70.8K +2,212 +11%
JWWM
40
Johnson & White Wealth Management
Pennsylvania
$681K -$35.1K -1,096 -5%
HF
41
HRT Financial
New York
$628K +$632K +19,751 New
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$613K -$69.4K -2,169 -10%
Millennium Management
43
Millennium Management
New York
$604K -$1.01M -31,404 -62%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$600K +$311K +9,733 +107%
BP
45
Ballentine Partners
Massachusetts
$579K +$181K +5,647 +45%
First Manhattan
46
First Manhattan
New York
$526K
FB
47
Fulton Bank
Pennsylvania
$512K
MFG
48
Merit Financial Group
Georgia
$508K +$87.1K +2,723 +21%
II
49
Inspire Investing
Idaho
$468K -$6.02K -188 -1%
HIA
50
Harbor Investment Advisory
Maryland
$463K