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York Water
YORW

Overview Fund Activity

148 hedge funds and large institutions have $276M invested in York Water in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+8
Holders Change %
+5.71%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
42
Reduced
43
Closed
11
Calls
$221K
Puts
$90K
Net Calls
+$131K
Net Calls Change
-$243K

Top Buyers

1
ProShare Advisors
ProShare Advisors
Maryland
+$6.97M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.68M
3
State Street
State Street
Massachusetts
+$1.53M
4
Goldman Sachs
Goldman Sachs
New York
+$1.22M
5
Morgan Stanley
Morgan Stanley
New York
+$1.08M

Top Sellers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$2.77M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.13M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
-$813K
4
RJA
Raymond James & Associates
Florida
-$665K
5
Jane Street
Jane Street
New York
-$508K
Name Holding Trade Value Shares
Change 		Shares
Change %
SHIM
126
Stone House Investment Management
Pennsylvania
$3.75K – – –
CB
127
CNB Bank
Pennsylvania
$3.75K – – –
HCA
128
Harbor Capital Advisors
Illinois
$3K +$3K +69 New
HNB
129
Huntington National Bank
Ohio
$3K – – –
AF
130
Allworth Financial
California
$2.92K – – –
CIBC Private Wealth Group
131
CIBC Private Wealth Group
Georgia
$2.44K – – –
PCMC
132
Planning Capital Management Corporation
Pennsylvania
$2.26K +$2.26K +60 New
VNA
133
Valley National Advisers
Pennsylvania
$2K – – –
SCM
134
Sterling Capital Management
North Carolina
$1.69K +$1.69K +45 New
CA
135
CoreCap Advisors
Michigan
$1.62K +$1.62K +43 New
HI
136
Harbour Investments
Wisconsin
$1.5K – – –
Nisa Investment Advisors
137
Nisa Investment Advisors
Missouri
$1.47K -$173K -4,592 -99%
Lazard Asset Management
138
Lazard Asset Management
New York
$1K -$36K -1,080 -97%
C
139
Covestor
United Kingdom
$1K +$1K +26 New
FFA
140
Farther Finance Advisors
California
$937 – – –
VCM
141
Versant Capital Management
Arizona
$824 +$824 +22 New
SAM
142
Smartleaf Asset Management
Massachusetts
$787 +$787 +21 New
RTC
143
Riverview Trust Company
Washington
$787 +$787 +21 New
RIL
144
Rothschild Investment LLC
Illinois
$749 +$187 +5 +33%
SOW
145
State of Wyoming
Wyoming
$712 +$75 +2 +12%
PS
146
Principal Securities
Iowa
$337 – – –
MPWT
147
MassMutual Private Wealth & Trust
Connecticut
$300 – – –
DPW
148
DiNuzzo Private Wealth
Pennsylvania
$75 – – –
RJA
149
Raymond James & Associates
Florida
– -$665K -17,929 Closed
Teacher Retirement System of Texas
150
Teacher Retirement System of Texas
Texas
– -$330K -8,889 Closed
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