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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
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$315K +$54.2K +1,679 +19%
EAM
77
Empirical Asset Management
Massachusetts
$310K +$328K +10,165 New
T. Rowe Price Associates
78
T. Rowe Price Associates
Maryland
$302K +$42K +1,301 +15%
Deutsche Bank
79
Deutsche Bank
Germany
$298K +$63.5K +1,967 +25%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$297K -$29.4K -909 -9%
QC
81
Quadrature Capital
United Kingdom
$293K +$310K +9,611 New
Barclays
82
Barclays
United Kingdom
$291K -$420K -12,990 -58%
Baird Financial Group
83
Baird Financial Group
Wisconsin
$281K +$298K +9,212 New
CFO
84
Collective Family Office
Pennsylvania
$279K -$9.69K -300 -3%
Ameriprise
85
Ameriprise
Minnesota
$278K +$2.07K +64 +0.7%
QT
86
Quantbot Technologies
New York
$277K +$294K +9,110 New
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$277K -$2.81K -87 -1%
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$273K +$23.2K +718 +9%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$262K +$24.9K +772 +10%
PWM
90
Perigon Wealth Management
California
$257K +$4.75K +147 +2%
MIM
91
MetLife Investment Management
New Jersey
$253K -$6.01K -186 -2%
MFS
92
Mirabella Financial Services
United Kingdom
$248K +$263K +8,156 New
VGA
93
Vanguard Global Advisers
Pennsylvania
$244K +$258K +8,000 New
RPCONE
94
Retirement Planning Company of New England
Rhode Island
$236K +$614 +19 +0.2%
MT
95
Midwest Trust
Kansas
$231K -$1.61K -50 -0.7%
SC
96
Syon Capital
California
$224K -$54.1K -1,674 -19%
Raymond James Financial
97
Raymond James Financial
Florida
$218K -$1.1M -33,932 -83%
Cerity Partners
98
Cerity Partners
New York
$218K -$51.8K -1,603 -18%
IAA
99
Independent Advisor Alliance
North Carolina
$215K +$9.91K +307 +5%
SEI Investments
100
SEI Investments
Pennsylvania
$203K +$904 +28 +0.4%