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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
EARNEST Partners
826
EARNEST Partners
Georgia
$20K +$19.4K +203 New
YWP
827
YorkBridge Wealth Partners
New York
$19K -$19.1K -200 -52%
AIS
828
AlphaOne Investment Services
Pennsylvania
$19K
CCM
829
Cribstone Capital Management
Maine
$19K
CBT
830
Central Bank & Trust
Kentucky
$17K -$14K -146 -46%
KF
831
Krilogy Financial
Missouri
$17K
MCM
832
MV Capital Management
Maryland
$17K
MPPLM
833
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$15K +$14.5K +152 New
CHC
834
City Holding Co
West Virginia
$14K
SPI
835
Santori & Peters Inc
Pennsylvania
$14K +$13.8K +144 New
AWMS
836
Advocacy Wealth Management Services
Georgia
$12K -$22.6K -236 -65%
PMFA
837
Plante Moran Financial Advisors
Michigan
$12K
FMII
838
Farmers & Merchants Investments Inc
Nebraska
$12K +$1.43K +15 +14%
RBC
839
Roble Belko & Company
Pennsylvania
$11K
FPFS
840
First Personal Financial Services
North Carolina
$11K +$5.74K +60 +120%
WWM
841
Willingdon Wealth Management
North Carolina
$11K +$10.8K +113 New
SWA
842
Sutton Wealth Advisors
Florida
$10.8K
TIM
843
Tortoise Investment Management
New York
$10K
VFA
844
Virtus Fund Advisers
Connecticut
$10K
PFA
845
Pathway Financial Advisors
Vermont
$10K +$9.46K +99 New
AIM
846
Anchor Investment Management
South Carolina
$9.76K
KJWM
847
Kiley Juergens Wealth Management
Washington
$9K +$9.08K +95 New
PHK
848
Point72 Hong Kong
Hong Kong
$9K +$9.18K +96 New
RPC
849
Rossmore Private Capital
Connecticut
$8.49K +$8.32K +87 New
DBT
850
Dubuque Bank & Trust
Iowa
$8K