STT icon

State Street

814 hedge funds and large institutions have $31.5B invested in State Street in 2017 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 267 increasing their positions, 301 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+16
Holders Change %
+2.01%
% of All Funds
20.32%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.3%
New
73
Increased
267
Reduced
301
Closed
50
Calls
$193M
Puts
$200M
Net Calls
-$7.23M
Net Calls Change
-$32.4M
Name Holding Trade Value Shares
Change
Shares
Change %
KF
776
Krilogy Financial
Missouri
$17K +$17K +176 New
GT
777
Greenleaf Trust
Michigan
$17K +$17K +177 New
CHC
778
City Holding Co
West Virginia
$14K
BA
779
Bristlecone Advisors
Washington
$14K +$14K +150 New
TDC
780
Thompson Davis & Co
Virginia
$13K -$9.51K -98 -42%
PMFA
781
Plante Moran Financial Advisors
Michigan
$11K
RBC
782
Roble Belko & Company
Pennsylvania
$11K
FMII
783
Farmers & Merchants Investments Inc
Nebraska
$11K +$6.05K +61 +122%
LA
784
Legacy Advisors
Pennsylvania
$11K +$11K +123 New
SWA
785
Sutton Wealth Advisors
Florida
$10.6K
TIM
786
Tortoise Investment Management
New York
$10K
VFA
787
Virtus Fund Advisers
Connecticut
$10K
AIL
788
AGF Investments LLC
Ontario, Canada
$10K
AIM
789
Anchor Investment Management
South Carolina
$9.55K
AIM
790
Advantage Investment Management
Iowa
$9K -$60K -633 -87%
AWM
791
Avior Wealth Management
Nebraska
$9K +$9K +89 New
DBT
792
Dubuque Bank & Trust
Iowa
$8K
FBT
793
First Bank & Trust
South Dakota
$8K +$8K +83 New
OFW
794
Omnia Family Wealth
Florida
$7K -$4.29K -46 -38%
FAM
795
Fred Alger Management
New York
$7K
VCM
796
Versant Capital Management
Arizona
$6K
FPFS
797
First Personal Financial Services
North Carolina
$5K
Carson Wealth (CWM LLC)
798
Carson Wealth (CWM LLC)
Nebraska
$5K +$2.74K +29 +121%
SIA
799
Sit Investment Associates
Minnesota
$4K
CIA
800
Cascade Investment Advisors
Oregon
$3.82K