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State Street

777 hedge funds and large institutions have $20.6B invested in State Street in 2020 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 229 increasing their positions, 300 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 70

20% more capital invested

Capital invested by funds: $17.1B → $20.6B (+$3.49B)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

4% more funds holding

Funds holding: 749777 (+28)

1.67% more ownership

Funds ownership: 90.55%92.22% (+1.7%)

17% less call options, than puts

Call options by funds: $54.7M | Put options by funds: $65.6M

24% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 300

Holders
777
Holders Change
+28
Holders Change %
+3.74%
% of All Funds
15.93%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
103
Increased
229
Reduced
300
Closed
70
Calls
$54.7M
Puts
$65.6M
Net Calls
-$10.9M
Net Calls Change
-$5.05M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
651
Ellevest Inc
New York
$77K +$29.3K +486 +67%
CIA
652
CSat Investment Advisory
Michigan
$73K -$3.14K -52 -4%
CAN
653
Cetera Advisor Networks
California
$72K +$68.7K +1,138 New
FMLI
654
Fukoku Mutual Life Insurance
Japan
$70K
SNT
655
Security National Trust
West Virginia
$69K
CFG
656
CKW Financial Group
Hawaii
$68K +$12.1K +200 +22%
NIM
657
NuWave Investment Management
New Jersey
$68K +$65.6K +1,087 New
MAM
658
Marquette Asset Management
Minnesota
$67K
AW
659
Alpha Windward
Massachusetts
$66K -$9.72K -161 -13%
HFA
660
HC Financial Advisors
California
$65K
JFA
661
JNBA Financial Advisors
Minnesota
$64K
RTC
662
Riverview Trust Company
Washington
$63K
NO
663
Ninety One
South Africa
$59K +$7.06K +117 +14%
VFA
664
Valeo Financial Advisors
Indiana
$58K +$2.23K +37 +4%
ST
665
Smithfield Trust
Pennsylvania
$55K -$8.45K -140 -14%
LC
666
Lindbrook Capital
California
$54K +$34.6K +574 +206%
M
667
MOTCO
Texas
$53K
TF
668
TimeScale Financial
Massachusetts
$53K
HMS
669
Hanseatic Management Services
New Mexico
$52K +$11.5K +191 +30%
IRC
670
Investors Research Corp
Georgia
$51K
AF
671
Arrow Financial
New York
$50K
PA
672
Procyon Advisors
Connecticut
$47K
TFS
673
TrustCore Financial Services
Tennessee
$43K -$24.1K -400 -37%
SIAS
674
Shine Investment Advisory Services
Colorado
$41K
ADL
675
Asset Dedication LLC
California
$40K