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State Street

814 hedge funds and large institutions have $31.5B invested in State Street in 2017 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 267 increasing their positions, 301 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+16
Holders Change %
+2.01%
% of All Funds
20.32%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.3%
New
73
Increased
267
Reduced
301
Closed
50
Calls
$193M
Puts
$200M
Net Calls
-$7.23M
Net Calls Change
-$32.4M
Name Holding Trade Value Shares
Change
Shares
Change %
JWM
551
Jacobus Wealth Management
Wisconsin
$519K
CCA
552
Cobblestone Capital Advisors
New York
$518K -$9.55K -100 -2%
CIBC Private Wealth Group
553
CIBC Private Wealth Group
Georgia
$517K +$517K +5,413 New
SFM
554
Systematic Financial Management
New Jersey
$516K
ZCA
555
Zeke Capital Advisors
Pennsylvania
$513K +$256K +2,683 +100%
BFO
556
Boston Family Office
Massachusetts
$508K -$115K -1,200 -18%
BB
557
Busey Bank
Illinois
$496K
DWA
558
Douglass Winthrop Advisors
New York
$493K
LNB
559
Ledyard National Bank
$487K +$80.9K +845 +20%
MPWT
560
MassMutual Private Wealth & Trust
Connecticut
$486K -$73.4K -768 -13%
LOAME
561
Lombard Odier Asset Management (Europe)
United Kingdom
$484K
GCM
562
Glaxis Capital Management
Florida
$478K +$478K +5,000 New
CWP
563
Capital Wealth Planning
Florida
$459K -$19.1K -200 -4%
ZDA
564
Zweig-DiMenna Associates
New York
$459K +$459K +4,800 New
BFC
565
Blue Fin Capital
Rhode Island
$457K
OC
566
Oppenheimer & Co
New York
$455K -$90K -940 -17%
MYAM
567
Meiji Yasuda Asset Management
Japan
$454K
PWAG
568
Polaris Wealth Advisory Group
California
$452K +$452K +4,735 New
BAM
569
Belpointe Asset Management
Nevada
$451K +$451K +4,721 New
TAM
570
Tocqueville Asset Management
New York
$448K
CA
571
Commerzbank Aktiengesellschaft
Germany
$448K +$448K +4,685 New
Diamond Hill Capital Management
572
Diamond Hill Capital Management
Ohio
$441K -$645K -6,759 -59%
Dodge & Cox
573
Dodge & Cox
California
$439K
FRM
574
Fox Run Management
Connecticut
$439K +$439K +4,600 New
PIM
575
Penobscot Investment Management
Massachusetts
$438K