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State Street

835 hedge funds and large institutions have $26B invested in State Street in 2019 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 200 increasing their positions, 340 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+93
Holders Change %
+12.53%
% of All Funds
16.49%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.18%
New
148
Increased
200
Reduced
340
Closed
42
Calls
$96.2M
Puts
$177M
Net Calls
-$81.2M
Net Calls Change
-$61.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CG
576
Colony Group
Massachusetts
$335K +$4.27K +54 +1%
VWA
577
VERITY Wealth Advisors
United States
$333K
MIG
578
McGuire Investment Group
Rhode Island
$332K -$33K -417 -9%
NRS
579
Neville Rodie & Shaw
New York
$328K
OAM
580
Optimal Asset Management
California
$326K +$326K +4,127 New
IAA
581
Independent Advisor Alliance
North Carolina
$324K +$324K +4,099 New
RHBC
582
R.H. Bluestein & Co
Michigan
$321K +$321K +4,062 New
LOAME
583
Lombard Odier Asset Management (Europe)
United Kingdom
$319K
SRAM
584
Stone Ridge Asset Management
New York
$316K -$221K -2,800 -41%
CFA
585
Carroll Financial Associates
North Carolina
$315K +$79 +1 +0%
SCM
586
Southport Capital Management
Tennessee
$313K
LBD
587
Landsberg Bennett & Dubbaneh
Florida
$313K +$313K +3,923 New
PCMC
588
Paragon Capital Management (Colorado)
Colorado
$312K -$18.5K -234 -6%
PFSC
589
Peoples Financial Services Corp
Pennsylvania
$310K +$7.91K +100 +3%
HR
590
Hayden Royal
North Carolina
$309K +$309K +4,025 New
AAM
591
Advisors Asset Management
Colorado
$308K -$7.36K -93 -2%
MJP
592
Michael J. Puzo
$308K -$2.92K -37 -0.9%
CC
593
ClearArc Capital
Ohio
$307K -$136K -1,720 -31%
PA
594
Pinnacle Associates
New York
$303K -$60.8K -768 -17%
BFC
595
Blue Fin Capital
Rhode Island
$300K
PI
596
PEAK6 Investments
Illinois
$299K -$1.5M -18,984 -83%
MC
597
Middleton & Co
Massachusetts
$299K -$10.1K -128 -3%
SWK
598
Stephen W. Kidder
$297K -$27.8K -350 -9%
NBG
599
Nancy B. Gardiner
$297K
WP
600
WMS Partners
Maryland
$295K