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State Street

745 hedge funds and large institutions have $17.1B invested in State Street in 2020 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 226 increasing their positions, 321 reducing their positions, and 151 closing their positions.

Holders
745
Holders Change
-90
Holders Change %
-10.78%
% of All Funds
16.46%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
72
Increased
226
Reduced
321
Closed
151
Calls
$45.8M
Puts
$51.6M
Net Calls
-$5.81M
Net Calls Change
+$75.4M
Name Market Value Shares Shares
Change
Shares
Change %
ARMC
701
American Research & Management Company
Massachusetts
$9K 175
AIC
702
Ameritas Investment Company
Nebraska
$9K 162 +125 +338%
CHC
703
City Holding Co
West Virginia
$8K 145
PCG
704
Private Capital Group
Connecticut
$8K 147 +17 +13%
SIC
705
Salem Investment Counselors
North Carolina
$7K 127
KTC
706
Kistler-Tiffany Companies
Pennsylvania
$7K 90
SWA
707
Sutton Wealth Advisors
Florida
$6.23K 117 -549 -82%
HR
708
Howe & Rusling
New York
$6K 115 -1 -0.9%
RBC
709
Roble Belko & Company
Pennsylvania
$6K 114
TL
710
TrueWealth LLC
Georgia
$6K 112
CFO
711
CVA Family Office
Colorado
$6K 117 +117 New
TIM
712
Tortoise Investment Management
New York
$5K 100
NSIM
713
North Star Investment Management
Illinois
$5K 100
FRA
714
Front Row Advisors
California
$5K 79 +79 New
GSWM
715
Golden State Wealth Management
California
$5K 90 +90 New
GWS
716
Glassman Wealth Services
Virginia
$4K 72 -35 -33%
EIP
717
Ellis Investment Partners
Pennsylvania
$4K 98
SCM
718
Silvant Capital Management
Georgia
$4K 83
BFC
719
Bedel Financial Consulting
Indiana
$4K 74 +9 +14%
AT
720
Arden Trust
Delaware
$4K 72 +72 New
SL
721
Savior LLC
Massachusetts
$3K 60 -104 -63%
BWA
722
BDO Wealth Advisors
Florida
$3K 50 -29 -37%
ME
723
McIlrath & Eck
Washington
$3K 60
PMFA
724
Plante Moran Financial Advisors
Michigan
$3K 59
HGWM
725
Harvest Group Wealth Management
Massachusetts
$3K 71 +1 +1%