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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
BFIM
751
Beese Fulmer Investment Management
Ohio
$6K +$6.04K +100 New
PI
752
PEAK6 Investments
Illinois
$5K -$753K -12,471 -99%
FRA
753
Front Row Advisors
California
$5K
SCM
754
Silvant Capital Management
Georgia
$5K
BFC
755
Bedel Financial Consulting
Indiana
$4K -$543 -9 -12%
HGWM
756
Harvest Group Wealth Management
Massachusetts
$4K
ME
757
McIlrath & Eck
Washington
$4K
PMFA
758
Plante Moran Financial Advisors
Michigan
$4K
LWM
759
Liberty Wealth Management
California
$3K -$29.2K -484 -92%
IWP
760
IAG Wealth Partners
Wisconsin
$3K
VCM
761
Versant Capital Management
Arizona
$3K
WCG
762
Weaver Consulting Group
California
$3K
NC
763
NewSquare Capital
Pennsylvania
$3K +$2.48K +41 New
MIM
764
Macroview Investment Management
Maryland
$2K -$483 -8 -18%
APW
765
Acima Private Wealth
Virginia
$2K
BWM
766
Baystate Wealth Management
Massachusetts
$2K
CFN
767
Cordasco Financial Network
Florida
$2K
LF
768
Lee Financial
Texas
$2K
MF
769
Manchester Financial
California
$2K
TAIM
770
TD Ameritrade Investment Management
Nebraska
$2K
JWM
771
Janiczek Wealth Management
Colorado
$2K +$1.69K +28 New
EWA
772
Evolution Wealth Advisors
Florida
$2K +$2.17K +36 New
CT
773
Caldwell Trust
Florida
$1.97K
KFS
774
Kelly Financial Services
Massachusetts
$1.38K
MFT
775
Moisand Fitzgerald Tamayo
Florida
$1K +$1.39K +23 New