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
CYG
726
Clean Yield Group
Vermont
$48K
VC
727
Vestor Capital
Illinois
$45K -$8.8K -125 -18%
OPS
728
Orion Portfolio Solutions
Nebraska
$45K +$39.7K +564 New
TWA
729
TCI Wealth Advisors
Arizona
$44K +$2.53K +36 +7%
SAM
730
S.A. Mason
Michigan
$44K +$38.7K +550 New
JCM
731
Jacobi Capital Management
Pennsylvania
$43K
FWM
732
FSA Wealth Management
Massachusetts
$41K +$36.9K +524 New
MA
733
MUFG Americas
New York
$40K
PCTC
734
Perkins Coie Trust Company
Washington
$40K
MPWT
735
MassMutual Private Wealth & Trust
Connecticut
$37K -$4.29K -61 -11%
ZB
736
Zions Bancorporation
Utah
$36K +$4.08K +58 +14%
ADL
737
Asset Dedication LLC
California
$36K +$16.5K +235 +107%
EI
738
Ellevest Inc
New York
$34K +$29.2K +415 +3,773%
BCWM
739
Bartlett & Co Wealth Management
Ohio
$33.6K
MAM
740
Magellan Asset Management
Australia
$33K -$11.3K -160 -28%
CAL
741
Capital Analysts LLC
Pennsylvania
$32K
OSNBOA
742
Old Second National Bank of Aurora
Illinois
$32K
FCA
743
FinTrust Capital Advisors
South Carolina
$32K +$28.9K +410 New
IA
744
IFP Advisors
Florida
$31K -$22.2K -315 -44%
RE
745
RBC Europe
United Kingdom
$30.1K
BWP
746
Baldwin Wealth Partners
Massachusetts
$30K -$3.59K -51 -12%
JWA
747
JFS Wealth Advisors
Pennsylvania
$30K
AWMS
748
Advocacy Wealth Management Services
Georgia
$29K -$4.43K -63 -15%
PCM
749
Penserra Capital Management
California
$28K -$148K -2,097 -85%
GRP
750
Global Retirement Partners
California
$28K -$3.1K -44 -11%