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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
BlackRock
1
BlackRock
New York
$59.6M +$1.5M +47,012 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$34.4M +$665K +20,784 +2%
ZP
3
Zimmer Partners
New York
$23.6M -$505K -15,774 -2%
Morgan Stanley
4
Morgan Stanley
New York
$20.5M +$14.7M +459,067 +250%
Legal & General Group
5
Legal & General Group
United Kingdom
$12.5M +$437K +13,660 +4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$11.2M -$152K -4,759 -1%
State Street
7
State Street
Massachusetts
$10.7M +$230K +7,196 +2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$9.57M -$668K -20,864 -6%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$7.64M +$1.45M +45,377 +23%
ProShare Advisors
10
ProShare Advisors
Maryland
$5.77M -$692K -21,621 -11%
Goldman Sachs
11
Goldman Sachs
New York
$4.92M +$2.19M +68,429 +80%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$4.6M +$1.03M +32,137 +29%
GF
13
Gabelli Funds
New York
$4.26M
Charles Schwab
14
Charles Schwab
California
$3.77M -$106K -3,301 -3%
Two Sigma Investments
15
Two Sigma Investments
New York
$3.72M -$467K -14,596 -11%
Northern Trust
16
Northern Trust
Illinois
$3.69M -$235K -7,329 -6%
Renaissance Technologies
17
Renaissance Technologies
New York
$3.59M -$3.39M -105,900 -48%
AQR Capital Management
18
AQR Capital Management
Connecticut
$3.45M +$652K +20,371 +23%
Invesco
19
Invesco
Georgia
$3.12M -$458K -14,319 -13%
PCM
20
Penn Capital Management
Pennsylvania
$2.85M -$167K -5,226 -6%
CP
21
CenterBook Partners
Connecticut
$2.8M +$1.72M +53,677 +156%
State of New Jersey Common Pension Fund D
22
State of New Jersey Common Pension Fund D
New Jersey
$2.61M +$288K +9,003 +12%
Principal Financial Group
23
Principal Financial Group
Iowa
$2.09M +$690K +21,545 +49%
Bank of America
24
Bank of America
North Carolina
$1.98M +$168K +5,255 +9%
QCM
25
Quantinno Capital Management
New York
$1.62M +$731K +22,850 +82%