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York Water
YORW

Overview Fund Activity

120 hedge funds and large institutions have $273M invested in York Water in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
-6
Holders Change %
-4.76%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
41
Closed
13
Calls
$9K
Puts
$459K
Net Calls
-$450K
Net Calls Change
-$440K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$5.81M
2
ProShare Advisors
2
ProShare Advisors
Maryland
$13.7M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$11.7M
4
BlackRock
4
BlackRock
New York
$54.9M
5
KBC Group
5
KBC Group
Belgium
$8.52M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$8.95M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$39.8M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$20M
4
KFA
4
Krane Funds Advisors
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$1.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
76
Collective Family Office
Pennsylvania
$249K – – –
GHA
77
GW Henssler & Associates
Georgia
$230K +$4.89K +100 +2%
Kovitz Investment Group Partners
78
Kovitz Investment Group Partners
Illinois
$225K – – –
PCM
79
Palisade Capital Management
New Jersey
$225K – – –
CAM
80
Costello Asset Management
Pennsylvania
$213K -$4.85K -99 -2%
Osaic Holdings
81
Osaic Holdings
Arizona
$212K -$96.1K -1,964 -31%
MLICM
82
Metropolitan Life Insurance Company (MetLife)
New York
$188K -$15.2K -310 -7%
TCA
83
Tortoise Capital Advisors
Kansas
$172K – – –
GWM
84
Geneos Wealth Management
Colorado
$163K – – –
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$120K -$7K -143 -6%
GI
86
Gradient Investments
Minnesota
$114K – – –
UBS Group
87
UBS Group
Switzerland
$99K -$11.3K -230 -10%
Citigroup
88
Citigroup
New York
$81K -$82.6K -1,691 -50%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$81K -$79.6K -1,647 -50%
ST
90
Sageworth Trust
Pennsylvania
$78K – – –
CFA
91
Carroll Financial Associates
North Carolina
$77K – – –
SPIA
92
Steward Partners Investment Advisory
New York
$68.6K – – –
DAM
93
Delta Asset Management
Tennessee
$61K – – –
AIP
94
Ameritas Investment Partners
Nebraska
$57K – – –
CCA
95
Column Capital Advisors
Indiana
$49K – – –
AIM
96
Arcadia Investment Management
Michigan
$39K – – –
Bessemer Group
97
Bessemer Group
New Jersey
$37K -$10.1K -205 -21%
TRCT
98
Tower Research Capital (TRC)
New York
$21K -$67.1K -1,362 -76%
CTC
99
Central Trust Company
Missouri
$20K – – –
HPC
100
HM Payson & Co
Maine
$20K – – –
2 3
4
5 6