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State Street

822 hedge funds and large institutions have $22.3B invested in State Street in 2019 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 283 increasing their positions, 310 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
822
Holders Change
+5
Holders Change %
+0.61%
% of All Funds
17.82%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
83
Increased
283
Reduced
310
Closed
68
Calls
$106M
Puts
$89.5M
Net Calls
+$16.4M
Net Calls Change
+$51.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
676
Wealthspire Advisors (Maryland)
Maryland
$95K +$1.92K +29 +2%
BCA
677
Berman Capital Advisors
Georgia
$94K +$5.88K +90 +7%
CAM
678
Cresset Asset Management
Illinois
$93K +$55.7K +838 +149%
CIAS
679
Capital Investment Advisory Services
North Carolina
$89K +$36K +550 +68%
PA
680
Parallel Advisors
California
$87K +$20.8K +317 +31%
TFS
681
TrustCore Financial Services
Tennessee
$87K +$87K +1,326 New
Bessemer Group
682
Bessemer Group
New Jersey
$84K -$159K -2,432 -65%
NFG
683
Next Financial Group
Texas
$83K -$92.1K -1,400 -53%
PCG
684
Private Capital Group
Connecticut
$83K +$44.2K +666 +114%
NFH
685
NEXT Financial Holdings
Texas
$83K +$83K +1,261 New
GWM
686
Geneos Wealth Management
Colorado
$82K +$16K +245 +24%
LA
687
Legacy Advisors
Pennsylvania
$80K +$80K +1,213 New
VC
688
Vestor Capital
Illinois
$79K
MFBTD
689
MB Financial Bank - Trust Department
Illinois
$78K -$24.8K -377 -24%
OAM
690
Oppenheimer Asset Management
New York
$75K +$1.27K +19 +2%
Group One Trading
691
Group One Trading
Illinois
$73K +$73K +1,111 New
FWM
692
Focused Wealth Management
New York
$72K
SNT
693
Security National Trust
West Virginia
$72K
GLI
694
Guardian Life Insurance
New York
$72K +$1.19K +18 +2%
SWP
695
Strategic Wealth Partners
Ohio
$69K +$34.1K +502 +98%
PWM
696
PRW Wealth Management
Massachusetts
$68K
M
697
MOTCO
Texas
$66K
NCM
698
Northstar Capital Management
New York
$66K
RTC
699
Riverview Trust Company
Washington
$65K
AF
700
Advisornet Financial
Minnesota
$60K