STT icon

State Street

822 hedge funds and large institutions have $22.3B invested in State Street in 2019 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 283 increasing their positions, 310 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
822
Holders Change
+5
Holders Change %
+0.61%
% of All Funds
17.82%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
83
Increased
283
Reduced
310
Closed
68
Calls
$106M
Puts
$89.5M
Net Calls
+$16.4M
Net Calls Change
+$51.2M
Name Holding Trade Value Shares
Change
Shares
Change %
NIM
726
NuWave Investment Management
New Jersey
$33K +$32K +477 +3,180%
SGAM
727
Smith Group Asset Management
Texas
$32K -$1.31K -20 -4%
AWM
728
Aevitas Wealth Management
Massachusetts
$32K
TWA
729
TCI Wealth Advisors
Arizona
$32K +$328 +5 +1%
SFSIG
730
San Francisco Sentry Investment Group
California
$31K -$1.2K -18 -4%
MNBTD
731
Moody National Bank Trust Division
Texas
$31K
ARMC
732
American Research & Management Company
Massachusetts
$28K
WF
733
WealthTrust Fairport
Ohio
$28K
HGWM
734
Harvest Group Wealth Management
Massachusetts
$28K +$28K +423 New
FC
735
Ferris Capital
Massachusetts
$26K -$140K -2,118 -84%
OSNBOA
736
Old Second National Bank of Aurora
Illinois
$26K -$13.5K -207 -34%
RE
737
RBC Europe
United Kingdom
$25K -$4.74K -72 -16%
VVP
738
Vulcan Value Partners
Alabama
$25K -$303M -4,639,663 -100%
JWA
739
JFS Wealth Advisors
Pennsylvania
$25K
LHC
740
Little House Capital
Massachusetts
$25K +$25K +378 New
IWP
741
Icon Wealth Partners
Texas
$24K +$24K +371 New
MAM
742
Magellan Asset Management
Australia
$23K -$11.4K -174 -33%
NCM
743
Nelson Capital Management
California
$23K
AWMS
744
Advocacy Wealth Management Services
Georgia
$23K +$9.2K +134 +67%
RIA
745
Realta Investment Advisors
Delaware
$23K +$23K +337 New
PFBT
746
Parkside Financial Bank & Trust
Missouri
$22K +$985 +15 +5%
SWM
747
SeaCrest Wealth Management
New York
$21K -$7.99K -121 -28%
PK
748
Pflug Koory
Nebraska
$21K
RA
749
Rational Advisors
New York
$21K +$20K +297 +1,980%
RCAG
750
Rehmann Capital Advisory Group
Michigan
$20.9K +$17.5K +266 +512%