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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 %
TCM
701
Tradewinds Capital Management
Washington
$30K
CFG
702
CKW Financial Group
Hawaii
$29K
WA
703
Waverly Advisors
Alabama
$28K -$9.18K -118 -25%
MUMSS
704
Mitsubishi UFJ Morgan Stanley Securities
Japan
$26K +$19.7K +250 +313%
MMG
705
Monetary Management Group
Missouri
$24K
TDC
706
Thompson Davis & Co
Virginia
$24K +$4.96K +64 +26%
GAM
707
Gemmer Asset Management
California
$21K
M
708
MOTCO
Texas
$20K
TSW
709
Thompson Siegel & Walmsley
Virginia
$20K
SFWA
710
Summit Financial Wealth Advisors
Louisiana
$20K +$20K +255 New
TFO
711
Tarbox Family Office
California
$19K
VNA
712
Valley National Advisers
Pennsylvania
$16K +$16K +213 New
RFA
713
Reilly Financial Advisors
California
$14K
PSI
714
Pinnacle Summer Investments
Virginia
$14K
ZTNA
715
Zions Trust National Association
Utah
$13K
PSC
716
Prentiss Smith & Co
Vermont
$13K
KT
717
Kanaly Trust
Texas
$12K +$2.57K +34 +27%
CHC
718
City Holding Co
West Virginia
$11K
NYLT
719
New York Life Trust
New York
$11K +$11K +146 New
ATC
720
Adirondack Trust Company
New York
$10K
FANJ
721
Financial Architects (New Jersey)
New Jersey
$10K +$10K +126 New
CAW
722
Cornerstone Advisors (Washington)
Washington
$9K +$2.19K +29 +32%
FAM
723
Fred Alger Management
New York
$7K -$4.23K -55 -38%
1832 Asset Management
724
1832 Asset Management
Ontario, Canada
$7K
TIM
725
Tortoise Investment Management
New York
$7K