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State Street

742 hedge funds and large institutions have $19.6B invested in State Street in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 238 increasing their positions, 308 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
742
Holders Change
-36
Holders Change %
-4.63%
% of All Funds
16.3%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
52
Increased
238
Reduced
308
Closed
84
Calls
$87.6M
Puts
$108M
Net Calls
-$20.1M
Net Calls Change
-$35.2M
Name Holding Trade Value Shares
Change
Shares
Change %
NIM
651
NuWave Investment Management
New Jersey
$32K -$10K -177 -24%
JCM
652
Jacobi Capital Management
Pennsylvania
$32K
MPWT
653
MassMutual Private Wealth & Trust
Connecticut
$31K -$932 -16 -3%
TWA
654
TCI Wealth Advisors
Arizona
$31K +$2.48K +42 +9%
MA
655
MUFG Americas
New York
$30K
PCTC
656
Perkins Coie Trust Company
Washington
$30K
CFGS
657
Concourse Financial Group Securities
Alabama
$28K -$8.62K -145 -24%
AWMS
658
Advocacy Wealth Management Services
Georgia
$26K
BCWM
659
Bartlett & Co Wealth Management
Ohio
$25.2K -$5.97K -100 -19%
BWP
660
Baldwin Wealth Partners
Massachusetts
$25K -$636K -10,795 -96%
BC
661
Bartlett & Co
Ohio
$25K -$5.92K -100 -19%
ZB
662
Zions Bancorporation
Utah
$24K -$11.5K -192 -32%
OSNBOA
663
Old Second National Bank of Aurora
Illinois
$24K
GRP
664
Global Retirement Partners
California
$23K -$1.81K -31 -7%
CAL
665
Capital Analysts LLC
Pennsylvania
$23K +$20.4K +354 +770%
CG
666
Cutler Group
California
$23K +$23K +395 New
RE
667
RBC Europe
United Kingdom
$22.5K
JWA
668
JFS Wealth Advisors
Pennsylvania
$22K
NCM
669
Nelson Capital Management
California
$21K
RIA
670
Realta Investment Advisors
Delaware
$21K
WAP
671
Wealthcare Advisory Partners
Pennsylvania
$20K -$2.83K -47 -12%
OC
672
Oakworth Capital
Alabama
$20K
PK
673
Pflug Koory
Nebraska
$19K
GAM
674
Gemmer Asset Management
California
$19K +$968 +16 +5%
PCG
675
Private Capital Group
Connecticut
$18K -$82.4K -1,391 -82%