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York Water
YORW

Overview Fund Activity

140 hedge funds and large institutions have $286M invested in York Water in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
-3
Holders Change %
-2.1%
% of All Funds
2.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
53
Reduced
33
Closed
15
Calls
$264K
Puts
$66K
Net Calls
+$198K
Net Calls Change
-$17K

Top Buyers

1
BlackRock
1
BlackRock
New York
$55.5M
2
BGIM
2
Brandywine Global Investment Management
Pennsylvania
$2.01M
3
Millennium Management
3
Millennium Management
New York
$1.41M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$6.57M
5
Morgan Stanley
5
Morgan Stanley
New York
$12M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$33.2M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$0
3
JWWM
3
Johnson & White Wealth Management
Pennsylvania
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.89M
5
ZP
5
Zimmer Partners
New York
$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
126
SignatureFD
Georgia
$8.5K +$1.32K +32 +18%
GEA
127
Glen Eagle Advisors
New Jersey
$7.39K +$41 +1 +0.6%
VNA
128
Valley National Advisers
Pennsylvania
$7K – – –
BCMLT
129
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.74K – – –
LC
130
Lindbrook Capital
California
$3.38K +$1.2K +29 +55%
WTG
131
West Tower Group
Virginia
$3.26K +$3.26K +79 New
HI
132
Harbour Investments
Wisconsin
$1.65K – – –
US Bancorp
133
US Bancorp
Minnesota
$1.57K -$248 -6 -14%
AF
134
Allworth Financial
California
$1.49K +$1.03K +25 +227%
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$1.03K – – –
MPWT
136
MassMutual Private Wealth & Trust
Connecticut
$743 +$743 +18 New
2L
137
25 LLC
Missouri
$510 +$43 +1 +9%
BAAM
138
Baker Avenue Asset Management
California
$454 – – –
SOW
139
State of Wyoming
Wyoming
$248 +$41 +1 +20%
PA
140
Parallel Advisors
California
$217 – – –
Assenagon Asset Management
141
Assenagon Asset Management
Luxembourg
– -$1.47M -32,993 Closed
JWWM
142
Johnson & White Wealth Management
Pennsylvania
– -$1.31M -29,291 Closed
State Board of Administration of Florida Retirement System
143
State Board of Administration of Florida Retirement System
Florida
– -$407K -9,100 Closed
JF
144
Jump Financial
Illinois
– -$313K -7,000 Closed
Acadian Asset Management
145
Acadian Asset Management
Massachusetts
– -$295K -6,610 Closed
SG Americas Securities
146
SG Americas Securities
New York
– -$285K -6,365 Closed
Squarepoint
147
Squarepoint
New York
– -$253K -5,664 Closed
BP
148
Ballentine Partners
Massachusetts
– -$222K -4,977 Closed
PAMS
149
Pictet Asset Management (Switzerland)
Switzerland
– -$208K -4,645 Closed
PCM
150
Palisade Capital Management
New Jersey
– -$206K -4,600 Closed
3 4 5
6
7