We are live on ! Find out more
STT icon

State Street

883 hedge funds and large institutions have $31.8B invested in State Street in 2017 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 273 increasing their positions, 304 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 55

8% more funds holding

Funds holding: 815883 (+68)

1% more capital invested

Capital invested by funds: $31.5B → $31.8B (+$285M)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.34% less ownership

Funds ownership: 88.1%87.76% (-0.34%)

10% less repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 304

58% less call options, than puts

Call options by funds: $90.2M | Put options by funds: $217M

Holders
883
Holders Change
+68
Holders Change %
+8.34%
% of All Funds
20.03%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
129
Increased
273
Reduced
304
Closed
55
Calls
$90.2M
Puts
$217M
Net Calls
-$127M
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
DRD
651
Dennis R. Delaney
$316K +$37.3K +390 +14%
EIC
652
Equity Investment Corp
Georgia
$315K +$308K +3,225 New
NSAM
653
North Star Asset Management
Wisconsin
$313K +$307K +3,210 New
PCM
654
Parsons Capital Management
Rhode Island
$312K -$19.1K -200 -6%
FPF
655
FNY Partners Fund
New York
$312K +$66.9K +700 +28%
CB
656
Community Bank
New York
$312K +$86.5K +905 +40%
BAS
657
Brown Advisory Securities
Maryland
$311K -$5.93K -62 -2%
FA
658
Fortis Advisors
Pennsylvania
$310K +$478 +5 +0.2%
MSA
659
Marino Stram & Associates
Massachusetts
$309K +$303K +3,169 New
DP
660
Dearborn Partners
Illinois
$307K -$9.56K -100 -3%
WJA
661
Williams Jones & Associates
New York
$307K
HTC
662
Haverford Trust Company
Pennsylvania
$306K +$45.7K +478 +18%
BWA
663
Burt Wealth Advisors
Maryland
$304K
BCB
664
Brian C. Broderick
$304K +$297K +3,112 New
GIM
665
Goelzer Investment Management
Indiana
$303K
MWM
666
Modera Wealth Management
New Jersey
$302K -$39.4K -412 -12%
SCM
667
Schnieders Capital Management
California
$302K +$19.6K +205 +7%
SIP
668
Stoneridge Investment Partners
Pennsylvania
$299K -$102K -1,064 -26%
IBOK
669
Independence Bank of Kentucky
Kentucky
$298K +$292K +3,050 New
MCG
670
McCollum Christoferson Group
New York
$298K +$292K +3,055 New
BRWA
671
B. Riley Wealth Advisors
Florida
$296K -$23.6K -247 -8%
PCM
672
Penserra Capital Management
California
$295K +$129K +1,348 +80%
UCFA
673
United Capital Financial Advisors
Texas
$293K -$91.9K -961 -24%
CCM
674
Cohen Capital Management
California
$293K
PTC
675
Private Trust Company
Ohio
$293K +$85.1K +890 +42%