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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 %
OIA
701
OneDigital Investment Advisors
Kansas
$60K +$13.4K +205 +29%
WCG
702
Weaver Consulting Group
California
$60K +$60K +1,040 New
ESB
703
Essex Savings Bank
Connecticut
$59K
RFA
704
Reilly Financial Advisors
California
$55K -$3.45K -52 -6%
BFEC
705
Benjamin F. Edwards & Company
Missouri
$54K +$1.86K +28 +4%
IRC
706
Investors Research Corp
Georgia
$53K +$53K +800 New
JFA
707
JNBA Financial Advisors
Minnesota
$52K
CAW
708
Cornerstone Advisors (Washington)
Washington
$52K +$6.06K +92 +13%
DWM
709
Destination Wealth Management
California
$50K -$3.36K -51 -6%
CB
710
CNB Bank
Pennsylvania
$50K +$4.6K +70 +10%
GRP
711
Global Retirement Partners
California
$48K +$24.6K +371 +105%
IA
712
IFP Advisors
Florida
$45K -$214K -3,318 -83%
LC
713
Lindbrook Capital
California
$44K -$1.36K -21 -3%
SIAS
714
Shine Investment Advisory Services
Colorado
$42K
WTB
715
Washington Trust Bank
Washington
$41K -$41K -620 -50%
CYG
716
Clean Yield Group
Vermont
$40K -$38.5K -585 -49%
ADL
717
Asset Dedication LLC
California
$40K
ZB
718
Zions Bancorporation
Utah
$40K +$40K +614 New
CFGS
719
Concourse Financial Group Securities
Alabama
$39K +$7.6K +120 +24%
JCM
720
Jacobi Capital Management
Pennsylvania
$36K -$19.7K -300 -35%
YWP
721
YorkBridge Wealth Partners
New York
$35K -$20.5K -308 -37%
BCWM
722
Bartlett & Co Wealth Management
Ohio
$34.6K -$2.19K -33 -6%
BC
723
Bartlett & Co
Ohio
$34K -$2.15K -33 -6%
MA
724
MUFG Americas
New York
$33K -$2.24K -34 -6%
PCTC
725
Perkins Coie Trust Company
Washington
$33K