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State Street

752 hedge funds and large institutions have $26.5B invested in State Street in 2017 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 217 increasing their positions, 328 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
752
Holders Change
-35
Holders Change %
-4.45%
% of All Funds
18.75%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.3%
New
55
Increased
217
Reduced
328
Closed
81
Calls
$239M
Puts
$159M
Net Calls
+$80.6M
Net Calls Change
+$94.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
676
Perigon Wealth Management
California
$60K
AF
677
Arrow Financial
New York
$60K +$60K +750 New
EFSCE
678
Enterprise Financial Services Corp (EFSC)
Missouri
$59K -$5.99K -75 -9%
GWM
679
Geneos Wealth Management
Colorado
$59K -$3.86K -49 -6%
ARMC
680
American Research & Management Company
Massachusetts
$56K -$20K -250 -26%
CRC
681
Curi RMB Capital
Illinois
$54K +$54K +681 New
AIM
682
Advantage Investment Management
Iowa
$53K -$25.4K -319 -32%
CFG
683
Citizens Financial Group
Rhode Island
$52K
WA
684
WealthTrust-Arizona
Arizona
$51K
CGT
685
Capital Guardian Trust
California
$50K +$4.61K +58 +10%
JWA
686
JFS Wealth Advisors
Pennsylvania
$46K
SPIA
687
Steward Partners Investment Advisory
New York
$44K +$7.01K +89 +19%
PCTC
688
Perkins Coie Trust Company
Washington
$40K
HI
689
Hudock Inc
Pennsylvania
$38K
TWA
690
TCI Wealth Advisors
Arizona
$38K
MWM
691
Mascoma Wealth Management
New Hampshire
$38K
PK
692
Pflug Koory
Nebraska
$36K
VIA
693
Vantage Investment Advisors
Pennsylvania
$35K -$15.7K -200 -31%
SGAM
694
Smith Group Asset Management
Texas
$35K -$1.59K -20 -4%
RFA
695
Reilly Financial Advisors
California
$35K +$24.5K +306 +232%
PSC
696
Prentiss Smith & Co
Vermont
$33K
YWP
697
YorkBridge Wealth Partners
New York
$32K -$11.5K -137 -26%
HR
698
Howe & Rusling
New York
$32K -$1.84K -23 -5%
OSNBOA
699
Old Second National Bank of Aurora
Illinois
$32K
ZB
700
Zions Bancorporation
Utah
$30K -$26.5K -327 -47%