We are live on ! Find out more
STT icon

State Street

858 hedge funds and large institutions have $28.2B invested in State Street in 2018 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 325 increasing their positions, 299 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 299

0.54% more ownership

Funds ownership: 88.13%88.67% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

4% less funds holding

Funds holding: 898858 (-40)

6% less capital invested

Capital invested by funds: $30B → $28.2B (-$1.76B)

33% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 100

59% less call options, than puts

Call options by funds: $81.6M | Put options by funds: $201M

Holders
858
Holders Change
-40
Holders Change %
-4.45%
% of All Funds
19.62%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
67
Increased
325
Reduced
299
Closed
100
Calls
$81.6M
Puts
$201M
Net Calls
-$119M
Net Calls Change
-$53.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
776
Strategic Wealth Partners
Ohio
$30K +$28.3K +322 +1,039%
BCWM
777
Bartlett & Co Wealth Management
Ohio
$29.9K
NCM
778
Nelson Capital Management
California
$29K -$43.9K -500 -59%
PA
779
Perennial Advisors
New York
$27K
HR
780
Howe & Rusling
New York
$27K +$14.2K +162 +103%
EA
781
Elm Advisors
California
$27K +$28.6K +325 New
GP
782
Girard Partners
Pennsylvania
$27K +$28.6K +325 New
PK
783
Pflug Koory
Nebraska
$27K +$28.6K +325 New
TG
784
TLP Group
Illinois
$25K -$8.96K -102 -26%
GAM
785
Gemmer Asset Management
California
$25K
JWA
786
JFS Wealth Advisors
Pennsylvania
$25K
JA
787
JOYN Advisors
Georgia
$25K +$9.14K +104 +55%
TFO
788
Tarbox Family Office
California
$24K
MAM
789
Magellan Asset Management
Australia
$24K +$25.7K +292 New
EFSCE
790
Enterprise Financial Services Corp (EFSC)
Missouri
$22K -$25.2K -287 -52%
CHP
791
Cable Hill Partners
Oregon
$22K -$1.58K -18 -7%
MWPCG
792
Measured Wealth Private Client Group
New Hampshire
$22K +$23.2K +264 New
CCM
793
Cribstone Capital Management
Maine
$21K
TSW
794
Thompson Siegel & Walmsley
Virginia
$21K
PFBT
795
Parkside Financial Bank & Trust
Missouri
$21K +$264 +3 +1%
GRP
796
Global Retirement Partners
California
$21K +$2.2K +25 +11%
WPA
797
West Paces Advisors
Georgia
$20.5K
FFC
798
First Financial Corp
Indiana
$20K -$5.18K -59 -20%
VNA
799
Valley National Advisers
Pennsylvania
$20K
BWM
800
Baystate Wealth Management
Massachusetts
$18K