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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 %
EFS
576
Essex Financial Services
Connecticut
$312K +$10.8K +137 +4%
BP
577
BBR Partners
New York
$309K +$2.98K +38 +1%
FIM
578
Fernwood Investment Management
Massachusetts
$301K +$301K +3,834 New
EPM
579
Equitec Proprietary Markets
Illinois
$296K +$296K +3,769 New
BFC
580
Blue Fin Capital
Rhode Island
$295K
SIM
581
SSI Investment Management
California
$291K +$75.3K +960 +35%
SCM
582
SOL Capital Management
Maryland
$290K
WTC
583
WhitTier Trust Company
Nevada
$287K
IB
584
Intrust Bank
Kansas
$287K +$16.4K +209 +6%
AW
585
Alpha Windward
Massachusetts
$286K +$157 +2 +0.1%
BP
586
Ballentine Partners
Massachusetts
$285K +$1.65K +21 +0.6%
BWA
587
Burt Wealth Advisors
Maryland
$283K +$283K +3,600 New
BC
588
Bartlett & Co
Ohio
$280K -$74.6K -950 -21%
HighTower Advisors
589
HighTower Advisors
Illinois
$279K +$3.53K +45 +1%
PIC
590
Portland Investment Counsel
Ontario, Canada
$275K -$7.86K -100 -3%
CGT
591
Capital Guardian Trust
California
$275K
HCMT
592
Highland Capital Management (Tennessee)
Tennessee
$275K
ZDA
593
Zweig-DiMenna Associates
New York
$275K +$275K +3,500 New
NFG
594
Next Financial Group
Texas
$274K -$4.24K -54 -2%
PIM
595
Penobscot Investment Management
Massachusetts
$272K
JIC
596
Johnson Investment Counsel
Ohio
$269K +$10.3K +131 +4%
EGM
597
Engineers Gate Manager
New York
$269K +$269K +3,423 New
PMG
598
ProVise Management Group
Florida
$267K
GW
599
GW & Wade
Massachusetts
$267K +$267K +3,400 New
NPC
600
National Planning Corporation
California
$266K