undamentalytics Newsletter

York Water Co: which funds bought and sold

Institutions that bought and sold York Water shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 101 institutions that filed 13F reports for both quarters added to or opened positions in York Water, and 65 cut or closed them. Together they added a net 2.0M shares, +23.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.0M shares (+44.7%); index fund managers were net buyers of 480K shares (+14.8%). 19 opened a new position and 26 sold out entirely.

Bought, Q2 2026 101 institutions, 19 of them new holders Sold, Q2 2026 65 institutions, 26 of them sold out
Net change, all compared +2.0M shares (+23.0%)
Net change, active managers +1.0M shares (+44.7%), 17 bought, 11 sold

Buyers versus sellers

institutions compared, 190
Active managers and hedge funds 17 bought · 11 sold · +1.0M
Index fund managers 10 bought · 0 sold · +480K
Other institutions 74 bought · 54 sold · +458K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Zimmer Partners, LP Hedge fund +687K +93.8% 1.4M $43.5M
Reaves W H & Co Inc +275K New position 275K $8.4M
Blackrock, Inc. Index funds +203K +18.8% 1.3M $39.3M
AQR Capital Management LLC Hedge fund +160K +135.5% 277K $8.5M
Qube Research & Technologies Ltd Hedge fund +155K +268.9% 212K $6.5M
Two Sigma Investments, LP Hedge fund +82K +73.3% 194K $5.9M
Geode Capital Management, LLC Index funds +77K +22.4% 422K $12.9M
Empire Financial Management Company, LLC +72K New position 72K $2.2M
Wells Fargo & Company +67K +306.3% 89K $2.7M
Vanguard Capital Management LLC Index funds +59K +9.0% 713K $21.8M
John G Ullman & Associates Inc +56K +150.9% 93K $2.8M
Morgan Stanley +51K +7.8% 713K $21.9M
Prospera Financial Services Inc +42K New position 42K $1.3M
Arrowstreet Capital, Limited Partnership Hedge fund +36K +11.0% 363K $11.1M
Proshare Advisors LLC Index funds +35K +18.3% 227K $6.9M
Storebrand Asset Management As +30K +112.1% 58K $1.8M
Vanguard Portfolio Management LLC Index funds +30K +10.3% 323K $9.9M
Jump Financial, LLC +25K New position 25K $772,380
Northern Trust Corp Index funds +22K +17.9% 145K $4.4M
Legal & General Group PLC +22K +7.3% 322K $9.9M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Jane Street Group, LLC −134K −90.6% 14K $426,679
HRT Financial LP −83K Sold out 0 —
Millennium Management LLC Hedge fund −66K −45.5% 79K $2.4M
Goldman Sachs Group Inc −64K −41.2% 92K $2.8M
Renaissance Technologies LLC Hedge fund −36K −17.5% 168K $5.2M
Point72 Asset Management, L.P. Hedge fund −23K Sold out 0 —
Squarepoint Ops LLC Hedge fund −21K Sold out 0 —
Centerbook Partners LP Hedge fund −20K −35.7% 37K $1.1M
State Of New Jersey Common Pension Fund D −19K −23.7% 63K $1.9M
D. E. Shaw & Co., Inc. Hedge fund −19K Sold out 0 —
Dynamic Technology Lab Private Ltd −19K Sold out 0 —
First Manhattan Co. Llc. Active manager −16K Sold out 0 —
Xtx Topco Ltd −14K Sold out 0 —
Susquehanna International Group, LLP −11K Sold out 0 —
UBS Group AG −11K −25.3% 32K $984,356
Empirical Asset Management, LLC −10K Sold out 0 —
Quantbot Technologies LP Hedge fund −9,110 Sold out 0 —
FMR LLC Active manager −8,249 −31.1% 18K $559,584
Mirabella Financial Services LLP −8,156 Sold out 0 —
Citadel Advisors LLC Hedge fund −7,373 −22.5% 25K $780,533

New positions

largest by value
InstitutionSharesValue June 30, 2026
Reaves W H & Co Inc 275K $8.4M
Empire Financial Management Company, LLC 72K $2.2M
Prospera Financial Services Inc 42K $1.3M
Jump Financial, LLC 25K $772,380
Exoduspoint Capital Management, LPHedge fund 22K $670,622
Martingale Asset Management L PActive manager 20K $598,472
Ieq Capital, LLC 12K $382,961
Schonfeld Strategic Advisors LLCHedge fund 12K $376,963
Y-Intercept (Hong Kong) Ltd 8,990 $275,544
Atom Investors LP 8,607 $263,805

Sold out

largest by value
InstitutionSharesValue March 31, 2026
HRT Financial LP 83K $2.5M
Point72 Asset Management, L.P.Hedge fund 23K $698,371
Squarepoint Ops LLCHedge fund 21K $640,181
D. E. Shaw & Co., Inc.Hedge fund 19K $583,940
Dynamic Technology Lab Private Ltd 19K $582,783
First Manhattan Co. Llc.Active manager 16K $503,119
Xtx Topco Ltd 14K $436,683
Susquehanna International Group, LLP 11K $335,072
Empirical Asset Management, LLC 10K $309,524
Quantbot Technologies LPHedge fund 9,110 $277,400

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
166
Ten largest holders
59.5%
of 13F-reported shares
Index fund managers
35.6%
of 13F-reported shares
Active managers and hedge funds
31.4%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 17 11 4 6 +1.0M +44.7%
Index fund managers 10 0 0 0 +480K +14.8%
Other institutions 74 54 15 20 +458K +15.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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