We are live on ! Find out more
STT icon

State Street

858 hedge funds and large institutions have $28.2B invested in State Street in 2018 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 325 increasing their positions, 299 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 299

0.54% more ownership

Funds ownership: 88.13%88.67% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

4% less funds holding

Funds holding: 898858 (-40)

6% less capital invested

Capital invested by funds: $30B → $28.2B (-$1.76B)

33% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 100

59% less call options, than puts

Call options by funds: $81.6M | Put options by funds: $201M

Holders
858
Holders Change
-40
Holders Change %
-4.45%
% of All Funds
19.62%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
67
Increased
325
Reduced
299
Closed
100
Calls
$81.6M
Puts
$201M
Net Calls
-$119M
Net Calls Change
-$53.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RMC
676
Regis Management Company
California
$243K
MCG
677
McCollum Christoferson Group
New York
$239K -$17.6K -200 -7%
BCB
678
Brian C. Broderick
$237K -$16.6K -189 -6%
RWP
679
RWA Wealth Partners
Massachusetts
$237K
PP
680
PagnatoKarp Partners
Virginia
$235K +$9.14K +104 +4%
TCOO
681
Trust Company of Oklahoma
Oklahoma
$235K +$246K +2,800 New
IIM
682
Ipswich Investment Management
Massachusetts
$233K +$245K +2,785 New
PA
683
Pinnacle Associates
New York
$231K -$4.75K -54 -2%
TPWA
684
TRUE Private Wealth Advisors
Oregon
$227K +$5.54K +63 +2%
FCBT
685
First Citizens Bank & Trust
North Carolina
$227K -$1.69M -19,223 -88%
JWBC
686
J.W. Burns & Co
New York
$226K
FIB
687
First Interstate Bank
Montana
$225K +$32.5K +370 +16%
WT
688
Whittier Trust
California
$224K -$2.64K -30 -1%
CL
689
CPWM LLC
Washington
$223K -$3.34K -38 -1%
KFC
690
Klingenstein Fields & Co
New York
$223K
HAG
691
HighPoint Advisor Group
Illinois
$222K +$2.55K +29 +0.9%
FIM
692
Frontier Investment Management
Texas
$221K +$966 +11 +0.4%
GCP
693
GSA Capital Partners
United Kingdom
$218K -$1.64M -18,674 -88%
GWCM
694
Godshalk Welsh Capital Management
Pennsylvania
$218K
KCM
695
Karp Capital Management
California
$215K -$4.22K -48 -2%
CC
696
Cipher Capital
New York
$211K -$385K -4,386 -64%
FC
697
Ferris Capital
Massachusetts
$211K
Fiera Capital (Canada)
698
Fiera Capital (Canada)
Quebec, Canada
$207K +$6.85K +78 +3%
LFAS
699
Level Four Advisory Services
Texas
$206K +$7.12K +81 +3%
Rockefeller Capital Management
700
Rockefeller Capital Management
New York
$203K