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State Street

896 hedge funds and large institutions have $30B invested in State Street in 2018 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 321 increasing their positions, 330 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
896
Holders Change
-7
Holders Change %
-0.78%
% of All Funds
20.54%
Holding in Top 10
6
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-60%
% of All Funds
0.14%
New
62
Increased
321
Reduced
330
Closed
62
Calls
$109M
Puts
$175M
Net Calls
-$66.1M
Net Calls Change
-$84.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PHK
751
Point72 Hong Kong
Hong Kong
$154K -$214K -2,297 -58%
MCM
752
Manchester Capital Management
Vermont
$154K
DAM
753
Delta Asset Management
Tennessee
$142K +$142K +1,530 New
CSC
754
Cove Street Capital
California
$140K
TFS
755
TrustCore Financial Services
Tennessee
$137K +$4.55K +49 +3%
WAM
756
Wealthspire Advisors (Maryland)
Maryland
$136K -$8.81K -95 -6%
FHA
757
First Horizon Advisors
Tennessee
$122K
WTB
758
Washington Trust Bank
Washington
$115K
VFA
759
Valeo Financial Advisors
Indiana
$111K +$13.6K +165 +14%
BCA
760
Bay Colony Advisors
Massachusetts
$109K +$109K +1,166 New
SNT
761
Security National Trust
West Virginia
$108K
HCM
762
Highlander Capital Management
New Jersey
$107K
JCM
763
Jacobi Capital Management
Pennsylvania
$107K
MGIA
764
Moneta Group Investment Advisors
Missouri
$103K +$28.8K +310 +39%
FWM
765
Focused Wealth Management
New York
$102K -$9.27K -100 -8%
CAW
766
Cornerstone Advisors (Washington)
Washington
$102K +$3.17K +34 +3%
WF
767
WealthTrust Fairport
Ohio
$101K +$17.8K +191 +21%
GWM
768
Geneos Wealth Management
Colorado
$97K -$645 -7 -0.7%
PA
769
Parallel Advisors
California
$97K +$3.81K +41 +4%
M
770
MOTCO
Texas
$94K -$5.4K -58 -5%
GLI
771
Guardian Life Insurance
New York
$94K +$15K +162 +19%
NCM
772
Northstar Capital Management
New York
$93K -$46.5K -500 -33%
MA
773
MUFG Americas
New York
$89K -$11.8K -126 -12%
CB
774
CNB Bank
Pennsylvania
$88K -$14K -150 -14%
KA
775
Kaizen Advisory
Illinois
$82K +$48.3K +521 +143%