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State Street

798 hedge funds and large institutions have $29.6B invested in State Street in 2017 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 195 increasing their positions, 357 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
798
Holders Change
+46
Holders Change %
+6.12%
% of All Funds
19.93%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.37%
New
89
Increased
195
Reduced
357
Closed
40
Calls
$201M
Puts
$175M
Net Calls
+$25.2M
Net Calls Change
-$55.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
701
Penserra Capital Management
California
$107K +$107K +1,200 New
JCM
702
Jacobi Capital Management
Pennsylvania
$105K
PA
703
Parallel Advisors
California
$105K +$16K +172 +18%
CAW
704
Cornerstone Advisors (Washington)
Washington
$90K
NCM
705
Nelson Capital Management
California
$90K +$13.5K +150 +18%
BFEC
706
Benjamin F. Edwards & Company
Missouri
$77K
OIA
707
OneDigital Investment Advisors
Kansas
$73K +$73K +809 New
GLI
708
Guardian Life Insurance
New York
$72K -$52.1K -582 -42%
JFA
709
JNBA Financial Advisors
Minnesota
$70K -$17.8K -200 -20%
CAM
710
Close Asset Management
United Kingdom
$70K
PWM
711
Perigon Wealth Management
California
$68K
M
712
MOTCO
Texas
$68K +$45.4K +502 +201%
GWM
713
Geneos Wealth Management
Colorado
$67K
AIM
714
Advantage Investment Management
Iowa
$65K +$5.63K +63 +9%
WT
715
Whittier Trust
California
$64K -$36.7K -410 -36%
ARMC
716
American Research & Management Company
Massachusetts
$63K
SIAS
717
Shine Investment Advisory Services
Colorado
$62K +$62K +687 New
EFSCE
718
Enterprise Financial Services Corp (EFSC)
Missouri
$61K -$5K -56 -8%
CBT
719
Capital Bank & Trust
California
$56K +$56K +629 New
JWA
720
JFS Wealth Advisors
Pennsylvania
$53K
QCG
721
Quadrant Capital Group
Ohio
$49K +$1.2K +22 +3%
BWM
722
Baystate Wealth Management
Massachusetts
$48K -$47.9K -520 -50%
SPIA
723
Steward Partners Investment Advisory
New York
$46K -$3.83K -43 -8%
PCTC
724
Perkins Coie Trust Company
Washington
$45K
HI
725
Hudock Inc
Pennsylvania
$43K