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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 %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
M
102
MOTCO
Texas
$12K – – –
TWA
103
TCI Wealth Advisors
Arizona
$10K +$10K +199 New
GEA
104
Glen Eagle Advisors
New Jersey
$6.61K – – –
FMTCOCP
105
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K – – –
WCM
106
Wealthcare Capital Management
Virginia
$4K +$4K +79 New
S
107
SignatureFD
Georgia
$3K -$364 -8 -11%
BCA
108
Berman Capital Advisors
Georgia
$3K – – –
MWP
109
Meridian Wealth Partners
Pennsylvania
$3K +$3K +64 New
Fidelity Investments
110
Fidelity Investments
Massachusetts
$2K -$156K -3,440 -99%
LC
111
Lindbrook Capital
California
$2K +$1.35K +27 +208%
QCG
112
Quadrant Capital Group
Ohio
$2K +$1.41K +31 +238%
PA
113
Parallel Advisors
California
$2K +$1.79K +42 +840%
EI
114
Ellevest Inc
New York
$2K +$2K +45 New
Canada Life
115
Canada Life
Manitoba, Canada
$1K -$34.4K -722 -97%
US Bancorp
116
US Bancorp
Minnesota
$1K – – –
EFSCE
117
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$1K +24 New
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$1K +$1K +28 New
AIG
119
American International Group
New York
$371 +$1 +20 +0.3%
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$10 -$116 -2,320 -92%
KFA
121
Krane Funds Advisors
New York
– -$824K -17,681 Closed
SGI
122
Summit Global Investments
Utah
– -$606K -13,000 Closed
BCM
123
Bridgeway Capital Management
Texas
– -$424K -9,100 Closed
HSBC Holdings
124
HSBC Holdings
United Kingdom
– -$386K -8,333 Closed
KAS
125
Kestra Advisory Services
Texas
– -$362K -7,759 Closed
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5
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