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State Street

856 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, 324 increasing their positions, 298 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
-40
Holders Change %
-4.46%
% of All Funds
19.6%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
67
Increased
324
Reduced
298
Closed
100
Calls
$81.6M
Puts
$201M
Net Calls
-$119M
Net Calls Change
-$53.3M
Name Holding Trade Value Shares
Change
Shares
Change %
EARNEST Partners
801
EARNEST Partners
Georgia
$17K
QAM
802
QCI Asset Management
New York
$17K
YWP
803
YorkBridge Wealth Partners
New York
$16K +$758 +9 +5%
CFGS
804
Concourse Financial Group Securities
Alabama
$16K +$16K +190 New
MCM
805
MV Capital Management
Maryland
$15K
CBT
806
Central Bank & Trust
Kentucky
$15K
KL
807
KWMG LLC
Kansas
$13K
TL
808
TrueWealth LLC
Georgia
$13K
MNBTD
809
Moody National Bank Trust Division
Texas
$13K +$13K +157 New
CHC
810
City Holding Co
West Virginia
$12K
KF
811
Krilogy Financial
Missouri
$12K +$12K +148 New
SIC
812
Salem Investment Counselors
North Carolina
$11K -$10.3K -119 -48%
AWMS
813
Advocacy Wealth Management Services
Georgia
$11K
FMII
814
Farmers & Merchants Investments Inc
Nebraska
$11K +$883 +11 +9%
KJWM
815
Kiley Juergens Wealth Management
Washington
$11K +$3.32K +41 +43%
RCAG
816
Rehmann Capital Advisory Group
Michigan
$10.6K -$12.3K -146 -54%
RBC
817
Roble Belko & Company
Pennsylvania
$10K
SWA
818
Sutton Wealth Advisors
Florida
$9.3K
SCM
819
Silvant Capital Management
Georgia
$9K
AIM
820
Anchor Investment Management
South Carolina
$8.38K
CAG
821
Csenge Advisory Group
Florida
$8K -$726K -10,974 -99%
MWM
822
Mascoma Wealth Management
New Hampshire
$8K -$30.4K -380 -79%
KTC
823
Kistler-Tiffany Companies
Pennsylvania
$8K
TIM
824
Tortoise Investment Management
New York
$8K
DBT
825
Dubuque Bank & Trust
Iowa
$7K -$1.28K -15 -15%