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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
EAM
151
Eukles Asset Management
Ohio
$4.57K
TWD
152
True Wealth Design
Ohio
$3.9K -$1.26K -39 -23%
Los Angeles Capital Management
153
Los Angeles Capital Management
California
$3.9K
SHIM
154
Stone House Investment Management
Pennsylvania
$3.04K
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$3.02K +$3.2K +99 New
HNB
156
Huntington National Bank
Ohio
$2.53K
RIL
157
Rothschild Investment LLC
Illinois
$2.53K +$161 +5 +6%
CA
158
CoreCap Advisors
Michigan
$2.31K
CPG
159
Cornerstone Planning Group
New Jersey
$1.92K -$4.91K -152 -70%
JWM
160
JPL Wealth Management
Colorado
$1.86K +$1.97K +61 New
BFS
161
Bare Financial Services
Pennsylvania
$1.77K +$1.39K +43 +287%
MCM
162
MAI Capital Management
Ohio
$1.28K +$1.36K +42 New
IA
163
IFP Advisors
Florida
$1.1K +$32 +1 +3%
PWA
164
Physician Wealth Advisors
Utah
$1K +$97 +3 +10%
KG
165
Kilter Group
New York
$1K +$1.07K +33 New
CAL
166
Capital Advisors Ltd
Ohio
$1K -$258 -8 -21%
GFA
167
Godfrey Financial Associates
New York
$914
SS
168
SBI Securities
Japan
$609
TPCW
169
TD Private Client Wealth
New York
$609
FFO
170
Fortitude Family Office
Arizona
$487
SS
171
Sunbelt Securities
Texas
$457
WPA
172
Wealth Preservation Advisors
Tennessee
$335 +$355 +11 New
LWMI
173
Legacy Wealth Management (Idaho)
Idaho
$244
SVCP
174
Silicon Valley Capital Partners
California
$183 +$194 +6 New
DPW
175
DiNuzzo Private Wealth
Pennsylvania
$61