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State Street

741 hedge funds and large institutions have $29B invested in State Street in 2014 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 234 increasing their positions, 282 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
+39
Holders Change %
+5.56%
% of All Funds
19.78%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.56%
New
80
Increased
234
Reduced
282
Closed
32
Calls
$45.3M
Puts
$169M
Net Calls
-$123M
Net Calls Change
-$44.5M
Name Holding Trade Value Shares
Change
Shares
Change %
JWBC
526
J.W. Burns & Co
New York
$464K
BIM
527
Bridges Investment Management
Nebraska
$456K
IIC
528
Ironwood Investment Counsel
Arizona
$455K -$13K -166 -3%
UCFA
529
United Capital Financial Advisors
Texas
$448K +$61.1K +779 +16%
IIM
530
Intact Investment Management
Quebec, Canada
$440K
ST
531
Smithfield Trust
Pennsylvania
$439K -$7.85K -100 -2%
MCM
532
Manchester Capital Management
Vermont
$429K
AI
533
Atria Investments
North Carolina
$428K -$21.8K -277 -5%
CCM
534
Compton Capital Management
Rhode Island
$428K -$15.7K -200 -4%
GVT
535
Genesee Valley Trust
New York
$427K +$10.4K +133 +3%
Northwestern Mutual Wealth Management
536
Northwestern Mutual Wealth Management
Wisconsin
$427K +$14.7K +187 +4%
JWM
537
Jacobus Wealth Management
Wisconsin
$426K
SFM
538
Systematic Financial Management
New Jersey
$423K
Cambridge Investment Research Advisors
539
Cambridge Investment Research Advisors
Iowa
$421K +$6.59K +84 +2%
BB
540
Busey Bank
Illinois
$420K -$75.4K -961 -15%
BHA
541
Beech Hill Advisors
New York
$420K +$420K +5,346 New
MCM
542
Murphy Capital Management
New Jersey
$416K -$7.85K -100 -2%
PCM
543
Parsons Capital Management
Rhode Island
$414K -$32.2K -410 -7%
GIM
544
Goelzer Investment Management
Indiana
$412K
MJP
545
Michael J. Puzo
$404K -$5.03K -64 -1%
GA
546
Geneva Advisors
Illinois
$400K -$1.49K -19 -0.4%
DJSG
547
D.J. St. Germain
Massachusetts
$400K
BCB
548
Brian C. Broderick
$398K
SI
549
Stephens Inc
Arkansas
$397K +$28.3K +360 +8%
CWP
550
Capital Wealth Planning
Florida
$393K