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State Street

856 hedge funds and large institutions have $28.2B invested in State Street in 2018 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 324 increasing their positions, 298 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
-40
Holders Change %
-4.46%
% of All Funds
19.6%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
67
Increased
324
Reduced
298
Closed
100
Calls
$81.6M
Puts
$201M
Net Calls
-$119M
Net Calls Change
-$53.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BFO
576
Boston Family Office
Massachusetts
$445K
CWM
577
Cornerstone Wealth Management
Missouri
$444K -$279K -27,356 -39%
NIM
578
NuWave Investment Management
New Jersey
$444K +$249K +2,975 +127%
CCA
579
Cobblestone Capital Advisors
New York
$440K
LNB
580
Ledyard National Bank
$435K -$26.4K -315 -6%
BB
581
Busey Bank
Illinois
$435K -$2.18K -26 -0.5%
TCOV
582
Trust Company of Vermont
Vermont
$435K +$79.2K +947 +22%
VFA
583
Valeo Financial Advisors
Indiana
$429K +$337K +4,895 +364%
IA
584
IFP Advisors
Florida
$426K +$74.5K +890 +21%
AWM
585
Aries Wealth Management
Maine
$425K -$9.63K -115 -2%
PAG
586
Private Advisor Group
New Jersey
$425K +$92.5K +1,104 +28%
GLA
587
Great Lakes Advisors
Illinois
$424K -$2.74M -32,709 -87%
SI
588
Stephens Inc
Arkansas
$421K +$70.9K +847 +20%
BA
589
Boston Advisors
Massachusetts
$416K -$2.83M -33,815 -87%
FAM
590
Flaharty Asset Management
Florida
$414K
PCAP
591
Pratt Collard Advisory Partners
New York
$413K -$8.37K -100 -2%
Cerity Partners
592
Cerity Partners
New York
$403K +$8.54K +102 +2%
BFC
593
Blue Fin Capital
Rhode Island
$401K
TAM
594
Tocqueville Asset Management
New York
$393K -$527K -6,290 -57%
OC
595
Oppenheimer & Co
New York
$391K -$4.94K -59 -1%
AWM
596
Altium Wealth Management
New York
$389K -$20.9K -250 -5%
DJSG
597
D.J. St. Germain
Massachusetts
$386K +$50.7K +605 +15%
CA
598
Commerzbank Aktiengesellschaft
Germany
$382K +$133K +1,587 +53%
LP
599
LMR Partners
United Kingdom
$380K -$245K -2,928 -39%
SCM
600
Southport Capital Management
Tennessee
$380K