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State Street

745 hedge funds and large institutions have $17.1B invested in State Street in 2020 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 226 increasing their positions, 321 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
-90
Holders Change %
-10.78%
% of All Funds
16.46%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
72
Increased
226
Reduced
321
Closed
151
Calls
$45.8M
Puts
$51.6M
Net Calls
-$5.81M
Net Calls Change
+$75.4M
Name Holding Trade Value Shares
Change
Shares
Change %
VHAM
426
Van Hulzen Asset Management
California
$514K -$1.18M -22,160 -70%
Impax Asset Management Group
427
Impax Asset Management Group
United Kingdom
$514K +$82.2K +1,542 +19%
EWM
428
Endurance Wealth Management
Rhode Island
$512K
SWRP
429
Summit Wealth & Retirement Planning
California
$512K
CP
430
Corbenic Partners
Pennsylvania
$506K
AC
431
Allstate Corporation
Illinois
$500K -$205K -3,853 -29%
HIA
432
Harbor Investment Advisory
Maryland
$488K +$40.9K +768 +9%
HAG
433
HighPoint Advisor Group
Illinois
$472K +$43.6K +760 +10%
AAM
434
Aureus Asset Management
Massachusetts
$469K
WEC
435
Winslow Evans & Crocker
Massachusetts
$466K +$37.1K +696 +9%
TPCW
436
TD Private Client Wealth
New York
$463K -$56.1K -1,053 -11%
FBC
437
Fairfield, Bush & Co
Connecticut
$463K -$73.2K -1,375 -14%
Mercer Global Advisors
438
Mercer Global Advisors
Colorado
$461K -$241K -4,520 -34%
BBNA
439
Bremer Bank National Association
Minnesota
$460K -$41.7K -781 -8%
BOH
440
Bank of Hawaii
Hawaii
$460K -$5.86K -110 -1%
IRF
441
IBM Retirement Fund
New York
$453K +$169K +3,173 +60%
Walleye Trading
442
Walleye Trading
New York
$452K +$405K +7,589 +855%
Citadel Advisors
443
Citadel Advisors
Florida
$445K -$104M -1,950,601 -100%
CAM
444
CenterStar Asset Management
Illinois
$445K
Rockefeller Capital Management
445
Rockefeller Capital Management
New York
$443K +$153K +2,865 +53%
B
446
Barings
North Carolina
$442K -$26.6K -500 -6%
BF
447
BOK Financial
Oklahoma
$438K -$23.6K -443 -5%
MCC
448
Malaga Cove Capital
California
$435K -$2.61K -49 -0.6%
QI
449
QS Investors
New York
$433K -$12.2K -229 -3%
NDSI
450
Newman Dignan & Sheerar Inc
Rhode Island
$431K