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State Street

883 hedge funds and large institutions have $31.8B invested in State Street in 2017 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 273 increasing their positions, 304 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 55

8% more funds holding

Funds holding: 815883 (+68)

1% more capital invested

Capital invested by funds: $31.5B → $31.8B (+$285M)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.34% less ownership

Funds ownership: 88.1%87.76% (-0.34%)

10% less repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 304

58% less call options, than puts

Call options by funds: $90.2M | Put options by funds: $217M

Holders
883
Holders Change
+68
Holders Change %
+8.34%
% of All Funds
20.03%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
129
Increased
273
Reduced
304
Closed
55
Calls
$90.2M
Puts
$217M
Net Calls
-$127M
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
776
Shine Investment Advisory Services
Colorado
$67K -$4.21K -44 -6%
Bessemer Group
777
Bessemer Group
New Jersey
$65K -$41.7K -436 -40%
OIA
778
OneDigital Investment Advisors
Kansas
$64K +$956 +10 +2%
OSNBOA
779
Old Second National Bank of Aurora
Illinois
$59K +$2.96K +31 +5%
AWM
780
Aevitas Wealth Management
Massachusetts
$59K +$57.5K +601 New
SBA
781
Secrest Blakey & Associates
North Carolina
$57K +$5.45M +57,049 New
PGWM
782
Parisi Gray Wealth Management
New Jersey
$55K +$54.5K +570 New
EFSCE
783
Enterprise Financial Services Corp (EFSC)
Missouri
$52K
MWM
784
Mascoma Wealth Management
New Hampshire
$52K
PCTC
785
Perkins Coie Trust Company
Washington
$49K
JGIA
786
Jackson Grant Investment Advisers
Connecticut
$48K
HI
787
Hudock Inc
Pennsylvania
$47K
TWA
788
TCI Wealth Advisors
Arizona
$47K
WA
789
WealthTrust-Arizona
Arizona
$45K
RFA
790
Reilly Financial Advisors
California
$43K
VIA
791
Vantage Investment Advisors
Pennsylvania
$43K
VFA
792
Valeo Financial Advisors
Indiana
$43K +$96 +1 +0.2%
PSC
793
Prentiss Smith & Co
Vermont
$40K
SGAM
794
Smith Group Asset Management
Texas
$39K
IUHSA
795
Itau Unibanco Holding S.A.
Brazil
$38K -$86.6K -906 -70%
KA
796
Kaizen Advisory
Illinois
$36K +$34.8K +364 New
BC
797
Bartlett & Co
Ohio
$35K
WPA
798
West Paces Advisors
Georgia
$34.6K +$14.8K +155 +78%
JWA
799
JFS Wealth Advisors
Pennsylvania
$34K +$2.77K +29 +9%
EAM
800
Exane Asset Management
France
$33.1K +$32.4K +339 New