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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 %
GI
76
Gradient Investments
Minnesota
$80K – – –
AG
77
Advisor Group
Arizona
$58K +$25.3K +740 +78%
AIM
78
Arcadia Investment Management
Michigan
$56K – – –
Canada Life
79
Canada Life
Manitoba, Canada
$56K – – –
ST
80
Sageworth Trust
Pennsylvania
$55K +$55K +1,600 New
CFA
81
Carroll Financial Associates
North Carolina
$54K – – –
DAM
82
Delta Asset Management
Tennessee
$43K – – –
AIP
83
Ameritas Investment Partners
Nebraska
$34K – – –
Fidelity Investments
84
Fidelity Investments
Massachusetts
$30K -$11K -321 -27%
Bessemer Group
85
Bessemer Group
New Jersey
$26K -$64.1K -1,850 -71%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$23K -$6.09K -178 -21%
TRCT
87
Tower Research Capital (TRC)
New York
$20K -$19.8K -591 -50%
TIS
88
Tortoise Index Solutions
Kansas
$17K -$450 -13 -3%
LTFS
89
Ladenburg Thalmann Financial Services
Florida
$15K -$22.2K -646 -60%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$15K +$15K +337 New
CFGS
91
Concourse Financial Group Securities
Alabama
$9K – – –
M
92
MOTCO
Texas
$9K – – –
QT
93
Quantamental Technologies
New York
$6K -$9.24K -291 -61%
BBNA
94
Bremer Bank National Association
Minnesota
$5K +$5K +150 New
BCA
95
Berman Capital Advisors
Georgia
$1K – – –
PCP
96
Proficio Capital Partners
Massachusetts
$1K +$1K +24 New
TCA
97
Tortoise Capital Advisors
Kansas
$1K +$634 +26 +173%
CAM
98
Costello Asset Management
Pennsylvania
– -$425K -13,251 Closed
SFS
99
Sowell Financial Services
Arkansas
– -$238K -7,411 Closed
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
– -$221K -6,887 Closed
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