We are live on ! Find out more
STT icon

State Street

838 hedge funds and large institutions have $26B invested in State Street in 2019 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 200 increasing their positions, 341 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 43

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

32% more capital invested

Capital invested by funds: $19.6B → $26B (+$6.32B)

13% more funds holding

Funds holding: 744838 (+94)

1.21% more ownership

Funds ownership: 88.99%90.2% (+1.2%)

41% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 341

46% less call options, than puts

Call options by funds: $96.2M | Put options by funds: $177M

Holders
838
Holders Change
+94
Holders Change %
+12.63%
% of All Funds
16.51%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.18%
New
150
Increased
200
Reduced
341
Closed
43
Calls
$96.2M
Puts
$177M
Net Calls
-$81.2M
Net Calls Change
-$61.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
801
Silvant Capital Management
Georgia
$7K
LC
802
Lindbrook Capital
California
$7K +$1.06K +15 +22%
BWA
803
BDO Wealth Advisors
Florida
$6K
NDSI
804
Newman Dignan & Sheerar Inc
Rhode Island
$5.98K
BFC
805
Bedel Financial Consulting
Indiana
$5K
HGWM
806
Harvest Group Wealth Management
Massachusetts
$5K
ME
807
McIlrath & Eck
Washington
$5K
PMFA
808
Plante Moran Financial Advisors
Michigan
$5K
VCM
809
Versant Capital Management
Arizona
$4K
APC
810
Aspire Private Capital
North Carolina
$4K +$3.87K +55 New
CHAM
811
Clear Harbor Asset Management
Connecticut
$3.96K +$3.52K +50 New
AIC
812
Ameritas Investment Company
Nebraska
$3K -$6.2K -88 -70%
TAIM
813
TD Ameritrade Investment Management
Nebraska
$3K -$634 -9 -21%
FMP
814
Financial Management Professionals
Texas
$3K
LWM
815
Liberty Wealth Management
California
$3K
IWP
816
IAG Wealth Partners
Wisconsin
$3K +$2.25K +32 New
CT
817
Caldwell Trust
Florida
$2.45K +$2.18K +31 New
APW
818
Acima Private Wealth
Virginia
$2K
BWM
819
Baystate Wealth Management
Massachusetts
$2K
CFN
820
Cordasco Financial Network
Florida
$2K
FPFS
821
First Personal Financial Services
North Carolina
$2K
LF
822
Lee Financial
Texas
$2K
EWA
823
Evolution Wealth Advisors
Florida
$2K +$2.11K +30 New
WCM
824
Wealthcare Capital Management
Virginia
$2K +$2.18K +31 New
KFS
825
Kelly Financial Services
Massachusetts
$1.69K