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State Street

822 hedge funds and large institutions have $22.3B invested in State Street in 2019 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 283 increasing their positions, 310 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
822
Holders Change
+5
Holders Change %
+0.61%
% of All Funds
17.82%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
83
Increased
283
Reduced
310
Closed
68
Calls
$106M
Puts
$89.5M
Net Calls
+$16.4M
Net Calls Change
+$51.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WIP
401
Wellesley Investment Partners
Massachusetts
$933K -$18.5K -282 -2%
BWP
402
Baldwin Wealth Partners
Massachusetts
$925K +$19.7K +300 +2%
Creative Planning
403
Creative Planning
Kansas
$922K -$6.45K -98 -0.7%
SAM
404
Silvercrest Asset Management
New York
$906K -$12.7K -193 -1%
William Blair & Company
405
William Blair & Company
Illinois
$903K +$187K +2,844 +26%
JG
406
Jefferies Group
New York
$900K +$900K +13,674 New
B
407
Barings
North Carolina
$895K
PT
408
Plimoth Trust
Massachusetts
$883K +$72.7K +1,105 +9%
Man Group
409
Man Group
United Kingdom
$877K -$653K -9,917 -43%
NERM
410
New England Research & Management
Illinois
$872K -$26.3K -400 -3%
Mercer Global Advisors
411
Mercer Global Advisors
Colorado
$850K +$850K +12,917 New
VFA
412
Voya Financial Advisors
Connecticut
$849K +$147K +2,212 +21%
FCH
413
Freestone Capital Holdings
Washington
$839K +$317K +4,819 +61%
RGC
414
Roberts, Glore & Co
Illinois
$833K -$41.6K -632 -5%
BBNA
415
Bremer Bank National Association
Minnesota
$824K +$824K +12,180 New
CCM
416
Covington Capital Management
California
$822K -$4.94K -75 -0.6%
DIM
417
DC Investments Management
Virginia
$820K +$820K +12,454 New
BS
418
Banco Santander
Spain
$801K +$801K +12,174 New
HBT
419
Hills Bank & Trust
Iowa
$787K -$27.4K -417 -3%
RWA
420
Ropes Wealth Advisors
Massachusetts
$787K -$9.87K -150 -1%
FAAS
421
First Allied Advisory Services
California
$787K +$115K +1,739 +17%
EP
422
Elkfork Partners
Oregon
$782K -$4.57M -69,432 -85%
SAM
423
Seelaus Asset Management
New Jersey
$776K +$434K +6,588 +127%
HSA
424
HBK Sorce Advisory
Pennsylvania
$770K +$308K +4,685 +67%
LCM
425
Landscape Capital Management
New Jersey
$767K -$40.4K -614 -5%