We are live on ! Find out more
STT icon

State Street

838 hedge funds and large institutions have $26B invested in State Street in 2019 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 200 increasing their positions, 341 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 43

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

32% more capital invested

Capital invested by funds: $19.6B → $26B (+$6.32B)

13% more funds holding

Funds holding: 744838 (+94)

1.21% more ownership

Funds ownership: 88.99%90.2% (+1.2%)

41% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 341

46% less call options, than puts

Call options by funds: $96.2M | Put options by funds: $177M

Holders
838
Holders Change
+94
Holders Change %
+12.63%
% of All Funds
16.51%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.18%
New
150
Increased
200
Reduced
341
Closed
43
Calls
$96.2M
Puts
$177M
Net Calls
-$81.2M
Net Calls Change
-$61.1M
Name Holding Trade Value Shares
Change
Change in
Stake
NBG
601
Nancy B. Gardiner
$297K
WP
602
WMS Partners
Maryland
$295K
NB
603
NBT Bank
New York
$294K -$1.97K -28 -0.7%
AWM
604
AE Wealth Management
Kansas
$290K +$258K +3,670 New
HAM
605
Highstreet Asset Management
Ontario, Canada
$289K +$257K +3,657 New
NSAM
606
North Star Asset Management
Wisconsin
$286K
SAM
607
Selway Asset Management
$285K
CS
608
Comerica Securities
Michigan
$283K
KIA
609
KCM Investment Advisors
California
$283K
HCMT
610
Highland Capital Management (Tennessee)
Tennessee
$277K
CICI
611
Capital Investment Counsel Inc
North Carolina
$271K -$1.53M -21,800 -86%
PSP
612
Principal Street Partners
Tennessee
$271K
CT
613
Cambridge Trust
Massachusetts
$271K +$241K +3,424 New
FBA
614
Front Barnett Associates
Illinois
$269K
TC
615
TwinBeech Capital
New York
$265K +$236K +3,348 New
PP
616
PagnatoKarp Partners
Virginia
$263K +$233K +3,304 New
CG
617
Caprock Group
Idaho
$261K +$231K +3,280 New
TNB
618
TCF National Bank
South Dakota
$260K -$106K -1,500 -31%
SWP
619
Stratos Wealth Partners
Ohio
$260K +$231K +3,285 New
CCP
620
Corient Capital Partners
California
$259K +$230K +3,269 New
CCA
621
Checchi Capital Advisers
California
$257K +$228K +3,244 New
FA
622
Fortis Advisors
Pennsylvania
$256K +$774 +11 +0.3%
WB
623
Webster Bank
Connecticut
$252K -$60.1K -854 -21%
WTC
624
WhitTier Trust Company
Nevada
$251K -$35.6K -505 -14%
IIM
625
Ipswich Investment Management
Massachusetts
$248K +$221K +3,135 New