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State Street

896 hedge funds and large institutions have $30B invested in State Street in 2018 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 321 increasing their positions, 330 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
896
Holders Change
-7
Holders Change %
-0.78%
% of All Funds
20.54%
Holding in Top 10
6
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-60%
% of All Funds
0.14%
New
62
Increased
321
Reduced
330
Closed
62
Calls
$109M
Puts
$175M
Net Calls
-$66.1M
Net Calls Change
-$84.8M
Name Holding Trade Value Shares
Change
Shares
Change %
UCFA
601
United Capital Financial Advisors
Texas
$443K +$133K +1,426 +43%
UC
602
Unio Capital
New Jersey
$442K -$55.8K -600 -11%
OC
603
Oppenheimer & Co
New York
$440K +$6.05K +65 +1%
Cerity Partners
604
Cerity Partners
New York
$438K +$9.77K +105 +2%
SFS
605
Sowell Financial Services
Arkansas
$431K -$64.7K -781 -13%
SCC
606
Spring Creek Capital
Kansas
$427K +$427K +4,591 New
Wolverine Trading
607
Wolverine Trading
Illinois
$422K
SCM
608
Southport Capital Management
Tennessee
$422K
ET
609
Equitable Trust
Tennessee
$420K +$420K +4,516 New
Susquehanna International Group
610
Susquehanna International Group
Pennsylvania
$419K -$8.56K -92 -2%
Dodge & Cox
611
Dodge & Cox
California
$419K
ST
612
Smithfield Trust
Pennsylvania
$418K -$11.2K -120 -3%
Truist Financial
613
Truist Financial
North Carolina
$412K +$73.3K +787 +22%
WB
614
Webster Bank
Connecticut
$406K
NBG
615
Nancy B. Gardiner
$405K -$11.6K -125 -3%
RFO
616
RiverGlades Family Offices
Florida
$400K -$67.4K -725 -14%
CWP
617
Capital Wealth Planning
Florida
$396K
TCOV
618
Trust Company of Vermont
Vermont
$396K +$54K +580 +16%
ICM
619
IMS Capital Management
Oregon
$395K +$200K +2,150 +103%
IA
620
IFP Advisors
Florida
$391K +$124K +1,328 +46%
SI
621
Stephens Inc
Arkansas
$389K +$1.21K +13 +0.3%
NRS
622
Neville Rodie & Shaw
New York
$386K
CCM
623
Compton Capital Management
Rhode Island
$384K -$4.66K -50 -1%
FHA
624
Flagship Harbor Advisors
Massachusetts
$380K +$10K +108 +3%
CA
625
Cullinan Associates
Kentucky
$378K