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State Street

675 hedge funds and large institutions have $20.2B invested in State Street in 2016 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 228 increasing their positions, 295 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-29
Holders Change %
-4.12%
% of All Funds
18.01%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
40
Increased
228
Reduced
295
Closed
65
Calls
$33.1M
Puts
$60.1M
Net Calls
-$27M
Net Calls Change
+$646M
Name Holding Trade Value Shares
Change
Shares
Change %
BOTW
501
Bank of the West
California
$366K +$93.7K +1,600 +34%
JMFC
502
J.M. Forbes & Co
Massachusetts
$365K -$14K -240 -4%
SM
503
Salzhauer Michael
$357K
TF
504
Tompkins Financial
New York
$353K -$97.4K -1,663 -22%
JWM
505
Jacobus Wealth Management
Wisconsin
$335K +$17.4K +298 +5%
FUBT
506
First United Bank & Trust
Maryland
$333K -$25.1K -429 -7%
Jacobs Levy Equity Management
507
Jacobs Levy Equity Management
New Jersey
$332K -$180K -3,080 -35%
Northwestern Mutual Wealth Management
508
Northwestern Mutual Wealth Management
Wisconsin
$330K -$13.7K -234 -4%
IIC
509
Ironwood Investment Counsel
Arizona
$321K
CG
510
Colony Group
Massachusetts
$320K -$46.5K -795 -13%
WSFS
511
Wilmington Savings Fund Society
Delaware
$319K -$3.16K -54 -1%
Dodge & Cox
512
Dodge & Cox
California
$316K -$152K -2,600 -33%
SFM
513
Systematic Financial Management
New Jersey
$316K
CCM
514
Compton Capital Management
Rhode Island
$312K
BB
515
Busey Bank
Illinois
$307K
GVT
516
Genesee Valley Trust
New York
$305K -$6.09K -104 -2%
ARMT
517
Amica Retiree Medical Trust
Rhode Island
$301K +$114K +1,950 +61%
GA
518
Geneva Advisors
Illinois
$298K -$761 -13 -0.3%
BIM
519
Bridges Investment Management
Nebraska
$293K
CWP
520
Capital Wealth Planning
Florida
$293K
Jane Street
521
Jane Street
New York
$292K +$99.3K +1,695 +52%
W
522
Wealthfront
California
$285K +$285K +4,873 New
CTC
523
Central Trust Company
Missouri
$278K -$111K -1,900 -29%
VFA
524
Voya Financial Advisors
Connecticut
$277K +$50K +856 +22%
PCM
525
Parsons Capital Management
Rhode Island
$276K