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State Street

745 hedge funds and large institutions have $17.1B invested in State Street in 2020 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 226 increasing their positions, 321 reducing their positions, and 151 closing their positions.

Holders
745
Holders Change
-90
Holders Change %
-10.78%
% of All Funds
16.46%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
72
Increased
226
Reduced
321
Closed
151
Calls
$45.8M
Puts
$51.6M
Net Calls
-$5.81M
Net Calls Change
+$75.4M
Name Market Value Shares Shares
Change
Shares
Change %
Twin Tree Management
651
Twin Tree Management
Texas
$31K 579 +579 New
SAM
652
S.A. Mason
Michigan
$29K 550
JCM
653
Jacobi Capital Management
Pennsylvania
$29K 548
TWA
654
TCI Wealth Advisors
Arizona
$28K 519 -42 -7%
FWM
655
FSA Wealth Management
Massachusetts
$28K 524
LWM
656
Liberty Wealth Management
California
$28K 525 +484 +1,180%
1W
657
1776 Wealth
Georgia
$25K 400 +200 +100%
ZB
658
Zions Bancorporation
Utah
$24K 447 -12 -3%
BCWM
659
Bartlett & Co Wealth Management
Ohio
$22.7K 422
BC
660
Bartlett & Co
Ohio
$22K 422 +422 New
CAL
661
Capital Analysts LLC
Pennsylvania
$21K 400
OSNBOA
662
Old Second National Bank of Aurora
Illinois
$21K 400
O
663
Ossiam
France
$20K 380 -1,173 -76%
BWP
664
Baldwin Wealth Partners
Massachusetts
$20K 373
JWA
665
JFS Wealth Advisors
Pennsylvania
$20K 380
GRP
666
Global Retirement Partners
California
$19K 351
WPA
667
West Paces Advisors
Georgia
$17K 320 +121 +61%
RFA
668
Reilly Financial Advisors
California
$17K 327
PK
669
Pflug Koory
Nebraska
$17K 325
TFO
670
Tarbox Family Office
California
$17K 315 +96 +44%
BL
671
Balentine LLC
Georgia
$17K 316 +152 +93%
PFBT
672
Parkside Financial Bank & Trust
Missouri
$16K 298 -47 -14%
GAM
673
Gemmer Asset Management
California
$16K 296 -18 -6%
AF
674
Advisornet Financial
Minnesota
$16K 307 -11 -3%
TFGT
675
TS Financial Group (TSFG)
Illinois
$16K 300