YORW icon

York Water
YORW

Overview Fund Activity

120 hedge funds and large institutions have $248M invested in York Water in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 31 reducing their positions, and 11 closing their positions.

Holders
120
Holders Change
–
Holders Change %
0%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
40
Reduced
31
Closed
11
Calls
–
Puts
$227K
Net Calls
-$227K
Net Calls Change
+$223K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$12.8M
2
Victory Capital Management
2
Victory Capital Management
Texas
$6.85M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.53M
4
Millennium Management
4
Millennium Management
New York
$1.26M
5
Invesco
5
Invesco
Georgia
$5.65M

Top Sellers

1
ProShare Advisors
1
ProShare Advisors
Maryland
$0
2
Wells Fargo
2
Wells Fargo
California
$868K
3
California Public Employees Retirement System
3
California Public Employees Retirement System
California
$293K
4
BlackRock
4
BlackRock
New York
$50M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$17.8M
Name Market Value Shares Shares
Change 		Shares
Change %
MIM
76
MetLife Investment Management
New Jersey
$231K 5,110 – –
CFO
77
Collective Family Office
Pennsylvania
$231K 5,090 – –
PCM
78
Palisade Capital Management
New Jersey
$208K 4,600 – –
Kovitz Investment Group Partners
79
Kovitz Investment Group Partners
Illinois
$208K 4,600 – –
PP
80
PDT Partners
New York
$208K 4,600 +4,600 New
MLICM
81
Metropolitan Life Insurance Company (MetLife)
New York
$189K 4,173 +330 +9%
TCA
82
Tortoise Capital Advisors
Kansas
$187K 4,131 +612 +17%
Osaic Holdings
83
Osaic Holdings
Arizona
$174K 3,850 -484 -11%
CAM
84
Costello Asset Management
Pennsylvania
$173K 3,827 -517 -12%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$167K 3,689 -2,675 -42%
UBS Group
86
UBS Group
Switzerland
$161K 3,551 +1,527 +75%
BAM
87
Belpointe Asset Management
Nevada
$145K 3,197 +3,197 New
GWM
88
Geneos Wealth Management
Colorado
$144K 3,172 – –
Fidelity Investments
89
Fidelity Investments
Massachusetts
$144K 3,176 +3,132 +7,118%
GI
90
Gradient Investments
Minnesota
$106K 2,334 – –
TIS
91
Tortoise Index Solutions
Kansas
$102K 2,253 +2,253 New
Barclays
92
Barclays
United Kingdom
$75K 1,678 -9,178 -85%
Citigroup
93
Citigroup
New York
$72K 1,591 -68 -4%
CFA
94
Carroll Financial Associates
North Carolina
$71K 1,575 – –
SPIA
95
Steward Partners Investment Advisory
New York
$63K 1,400 – –
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$61.2K 1,352 -1,098 -45%
DAM
97
Delta Asset Management
Tennessee
$57K 1,250 – –
AIP
98
Ameritas Investment Partners
Nebraska
$52K 1,157 – –
CCA
99
Column Capital Advisors
Indiana
$45K 1,000 – –
BBL
100
Beck Bode LLC
Massachusetts
$39K 850 +850 New
2 3
4
5 6