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York Water
YORW

Overview Fund Activity

127 hedge funds and large institutions have $234M invested in York Water in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+5
Holders Change %
+4.1%
% of All Funds
2.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
41
Reduced
39
Closed
12
Calls
–
Puts
$426K
Net Calls
-$426K
Net Calls Change
-$426K

Top Buyers

1
Millennium Management
Millennium Management
New York
$1.79M
2
GCP
GSA Capital Partners
United Kingdom
$930K
3
Citadel Advisors
Citadel Advisors
Florida
$988K
4
Invesco
Invesco
Georgia
$2.32M
5
SGI
Summit Global Investments
Utah
$561K

Top Sellers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$0
2
Bank of America
Bank of America
North Carolina
$2.77M
3
PTC
Philadelphia Trust Company
Pennsylvania
$0
4
Morgan Stanley
Morgan Stanley
New York
$1.91M
5
State Street
State Street
Massachusetts
$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIS
101
Tortoise Index Solutions
Kansas
$69K +$5.53K +128 +9%
CFA
102
Carroll Financial Associates
North Carolina
$68K – – –
SPIA
103
Steward Partners Investment Advisory
New York
$60K – – –
DAM
104
Delta Asset Management
Tennessee
$54K – – –
AIP
105
Ameritas Investment Partners
Nebraska
$50K +$7.13K +165 +17%
CCA
106
Column Capital Advisors
Indiana
$43K – – –
Lazard Asset Management
107
Lazard Asset Management
New York
$43K +$43K +993 New
Fidelity Investments
108
Fidelity Investments
Massachusetts
$39K -$3.95K -90 -9%
Canada Life
109
Canada Life
Manitoba, Canada
$37K -$43 -1 -0.1%
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$37K +$37K +849 New
AIM
111
Arcadia Investment Management
Michigan
$35K – – –
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$28K -$67.6K -1,623 -71%
FHA
113
Flagship Harbor Advisors
Massachusetts
$22K +$4.85K +110 +28%
HPC
114
HM Payson & Co
Maine
$18K – – –
CTC
115
Central Trust Company
Missouri
$17K – – –
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
M
117
MOTCO
Texas
$11K – – –
EI
118
Ellevest Inc
New York
$10K +$10K +221 New
DWA
119
Dorsey Wright & Associates
California
$9K -$1.45K -34 -14%
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$9K – – –
TRCT
121
Tower Research Capital (TRC)
New York
$6K +$6K +135 New
Federated Hermes
122
Federated Hermes
Pennsylvania
$4K -$893 -23 -18%
ABC
123
Associated Banc-Corp
Wisconsin
$3K +$3K +60 New
S
124
SignatureFD
Georgia
$2K +$2K +55 New
CAW
125
Cornerstone Advisors (Washington)
Washington
$1K – – –
2 3 4
5
6