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State Street

752 hedge funds and large institutions have $26.5B invested in State Street in 2017 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 217 increasing their positions, 328 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
752
Holders Change
-35
Holders Change %
-4.45%
% of All Funds
18.75%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.3%
New
55
Increased
217
Reduced
328
Closed
81
Calls
$239M
Puts
$159M
Net Calls
+$80.6M
Net Calls Change
+$94.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PIM
551
Penobscot Investment Management
Massachusetts
$365K
EA
552
Edge Advisors
Georgia
$364K -$31.1K -391 -8%
OC
553
Oppenheimer & Co
New York
$363K -$422K -5,295 -54%
WB
554
Webster Bank
Connecticut
$350K +$42.2K +530 +14%
FBA
555
Front Barnett Associates
Illinois
$349K
JIC
556
Johnson Investment Counsel
Ohio
$342K +$48K +604 +16%
NRS
557
Neville Rodie & Shaw
New York
$331K
NED
558
Nancy E. Dempze
$329K -$8.74K -110 -3%
SIP
559
Stoneridge Investment Partners
Pennsylvania
$328K
SCM
560
Southport Capital Management
Tennessee
$318K -$19.9K -250 -6%
GLRA
561
Gerald L. Ray & Associates
Texas
$318K
MWM
562
Modera Wealth Management
New Jersey
$317K +$317K +3,976 New
GIM
563
Greenwich Investment Management
Connecticut
$314K
WDA
564
Wendell David Associates
New Hampshire
$310K
TCOV
565
Trust Company of Vermont
Vermont
$310K +$19.2K +241 +7%
BIC
566
Bridges Investment Counsel
Nebraska
$306K -$374K -4,700 -55%
Westfield Capital Management
567
Westfield Capital Management
Massachusetts
$306K
CCA
568
Checchi Capital Advisers
California
$305K -$28.2K -354 -8%
WP
569
WMS Partners
Maryland
$301K
Lido Advisors
570
Lido Advisors
California
$301K +$11.4K +137 +4%
AAP
571
Arax Advisory Partners
Colorado
$301K +$19.7K +248 +7%
LP
572
LMR Partners
United Kingdom
$300K -$77.8K -979 -21%
DWA
573
Douglass Winthrop Advisors
New York
$300K -$8.43K -106 -3%
KIA
574
KCM Investment Advisors
California
$297K -$23.9K -300 -7%
PCP
575
Proficio Capital Partners
Massachusetts
$297K +$32.7K +400 +12%