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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 %
HCP
676
Holt Capital Partners
Texas
$71K
SNT
677
Security National Trust
West Virginia
$64K +$16.3K +208 +34%
IC
678
IKOS CIF
Cyprus
$61K +$61K +737 New
LS
679
Lupo Securities
Illinois
$56.6K +$56.6K +721 New
HR
680
Howe & Rusling
New York
$56K -$1.49K -19 -3%
CHP
681
Cable Hill Partners
Oregon
$53K +$53K +671 New
SF
682
Synovus Financial
Georgia
$52K
EFSCE
683
Enterprise Financial Services Corp (EFSC)
Missouri
$50K +$943 +12 +2%
HHMI
684
Howard Hughes Medical Institute
Maryland
$50K +$14.2K +179 +40%
JFA
685
JNBA Financial Advisors
Minnesota
$49K
WA
686
WealthTrust-Arizona
Arizona
$47K -$15.7K -200 -25%
PIA
687
Peachtree Investment Advisors
Georgia
$47K
VFA
688
Virtus Fund Advisers
Connecticut
$46K
SC
689
Saturna Capital
Washington
$41K
MFS
690
MSI Financial Services
Massachusetts
$41K +$14K +177 +52%
CAL
691
Capital Analysts LLC
Pennsylvania
$39.3K
FNYS
692
First New York Securities
New York
$39.3K +$39.3K +500 New
PCTC
693
Perkins Coie Trust Company
Washington
$39K
IMS
694
Index Management Solutions
Pennsylvania
$38K -$6.41K -81 -14%
HI
695
Hudock Inc
Pennsylvania
$38K
MPWT
696
MassMutual Private Wealth & Trust
Connecticut
$36.7K -$345K -4,390 -90%
WIL
697
Winifred I. Li
$34K
NES
698
New England Securities
New York
$33K -$3.11K -40 -9%
OSNBOA
699
Old Second National Bank of Aurora
Illinois
$31K
WT
700
Whittier Trust
California
$31K