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State Street

798 hedge funds and large institutions have $29.6B invested in State Street in 2017 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 195 increasing their positions, 357 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
Holders Change
+46
Holders Change %
+6.12%
% of All Funds
19.93%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.37%
New
89
Increased
195
Reduced
357
Closed
40
Calls
$201M
Puts
$175M
Net Calls
+$25.2M
Net Calls Change
-$55.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BFO
526
Boston Family Office
Massachusetts
$585K -$53.9K -600 -8%
BRWA
527
B. Riley Wealth Advisors
Florida
$577K -$36.6K -406 -6%
GW
528
GW & Wade
Massachusetts
$566K -$21.6K -240 -4%
CIM
529
Cetera Investment Management
California
$564K -$134K -1,488 -19%
MC
530
Middleton & Co
Massachusetts
$563K -$28.4K -317 -5%
ECM
531
Everence Capital Management
Indiana
$560K
BWP
532
Baldwin Wealth Partners
Massachusetts
$557K +$557K +6,205 New
JMFC
533
J.M. Forbes & Co
Massachusetts
$555K
AF
534
Arrow Financial
New York
$549K +$482K +5,369 +716%
BAC
535
Boys Arnold & Co
North Carolina
$547K -$51.6K -575 -9%
SM
536
Salzhauer Michael
$546K
KAS
537
Kemnay Advisory Services
New York
$541K +$541K +6,026 New
ECM
538
ETrade Capital Management
Virginia
$540K +$540K +6,021 New
LOAMS
539
Lombard Odier Asset Management (Switzerland)
Switzerland
$538K +$44.6K +497 +9%
EHC
540
Everett Harris & Co
California
$527K
MAM
541
Mastrapasqua Asset Management
Tennessee
$527K
Fifth Third Bancorp
542
Fifth Third Bancorp
Ohio
$526K -$13.8K -154 -3%
MPWT
543
MassMutual Private Wealth & Trust
Connecticut
$525K -$16.3K -182 -3%
FMW
544
Farr Miller & Washington
District of Columbia
$525K +$269 +3 +0.1%
MML Investors Services
545
MML Investors Services
Massachusetts
$512K +$18.2K +203 +4%
AWCI
546
Alpine Woods Capital Investors
New York
$511K -$152K -1,700 -23%
NAM
547
North American Management
Massachusetts
$511K
OC
548
Oppenheimer & Co
New York
$511K +$102K +1,134 +25%
CCA
549
Cobblestone Capital Advisors
New York
$496K
AW
550
ACG Wealth
Georgia
$494K