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York Water
YORW

Overview Fund Activity

97 hedge funds and large institutions have $163M invested in York Water in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
2.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
25
Reduced
31
Closed
6
Calls
$435K
Puts
$58K
Net Calls
+$377K
Net Calls Change
+$457K

Top Buyers

1
PCM
Penn Capital Management
Pennsylvania
+$3.07M
2
WAM
Water Asset Management
New York
+$1.18M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$672K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$626K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$329K

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$752K
2
Morgan Stanley
Morgan Stanley
New York
-$613K
3
Invesco
Invesco
Georgia
-$444K
4
CAM
Costello Asset Management
Pennsylvania
-$425K
5
Deutsche Bank
Deutsche Bank
Germany
-$422K
Name Holding Trade Value Shares
Change 		Shares
Change %
CHAM
26
Clear Harbor Asset Management
Connecticut
$1.11M – – –
Charles Schwab
27
Charles Schwab
California
$1.06M +$39.2K +1,143 +4%
Goldman Sachs
28
Goldman Sachs
New York
$939K +$104K +3,023 +12%
FB
29
Fulton Bank
Pennsylvania
$937K – – –
TCIM
30
TIAA CREF Investment Management
New York
$909K – – –
TA
31
Teachers Advisors
New York
$858K – – –
PPA
32
Parametric Portfolio Associates
Washington
$830K +$159K +4,646 +24%
Swiss National Bank
33
Swiss National Bank
Switzerland
$807K +$34.3K +1,000 +4%
MCM
34
Manchester Capital Management
Vermont
$774K – – –
Deutsche Bank
35
Deutsche Bank
Germany
$773K -$422K -12,363 -35%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$768K -$10K -292 -1%
Creative Planning
37
Creative Planning
Kansas
$759K – – –
Los Angeles Capital Management
38
Los Angeles Capital Management
California
$742K – – –
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$677K -$15.9K -462 -2%
BS
40
Boenning & Scattergood
Pennsylvania
$668K +$103 +3 +0%
SO
41
STRS Ohio
Ohio
$648K +$34.3K +1,000 +6%
BCM
42
Bridgeway Capital Management
Texas
$642K -$140K -4,079 -18%
PTC
43
Philadelphia Trust Company
Pennsylvania
$595K -$120K -3,500 -17%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$590K +$1.1K +32 +0.2%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$565K -$18K -525 -3%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$562K -$64.1K -1,871 -10%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$540K -$109K -3,177 -17%
State Board of Administration of Florida Retirement System
48
State Board of Administration of Florida Retirement System
Florida
$511K – – –
AllianceBernstein
49
AllianceBernstein
Tennessee
$475K +$35K +1,019 +8%
Allianz Asset Management
50
Allianz Asset Management
Germany
$464K +$154K +4,474 +50%
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