We are live on ! Find out more
STT icon

State Street

777 hedge funds and large institutions have $20.6B invested in State Street in 2020 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 229 increasing their positions, 300 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 70

20% more capital invested

Capital invested by funds: $17.1B → $20.6B (+$3.49B)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

4% more funds holding

Funds holding: 749777 (+28)

1.67% more ownership

Funds ownership: 90.55%92.22% (+1.7%)

17% less call options, than puts

Call options by funds: $54.7M | Put options by funds: $65.6M

24% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 300

Holders
777
Holders Change
+28
Holders Change %
+3.74%
% of All Funds
15.93%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
103
Increased
229
Reduced
300
Closed
70
Calls
$54.7M
Puts
$65.6M
Net Calls
-$10.9M
Net Calls Change
-$5.05M
Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
826
Paragon Capital Management (Colorado)
Colorado
-$205K -3,856 Closed
NFG
827
Next Financial Group
Texas
-$170K -3,159 Closed
KFI
828
Key Financial Inc
Pennsylvania
-$117K -2,269 Closed
CII
829
Capital International Inc
California
-$104K -1,961 Closed
HIIFS
830
Harel Insurance Investments & Financial Services
Israel
-$45K -852 Closed
AA
831
Ancora Advisors
Ohio
-$34K -632 Closed
MCM
832
McMillion Capital Management
North Carolina
-$16K -296 Closed
OAM
833
Oppenheimer Asset Management
New York
-$15K -277 Closed
VNA
834
Valley National Advisers
Pennsylvania
-$14K -232 -97%
QAM
835
QCI Asset Management
New York
-$11K -207 Closed
AIC
836
Ameritas Investment Company
Nebraska
-$9K -162 Closed
RBC
837
Roble Belko & Company
Pennsylvania
-$6K -114 Closed
GSWM
838
Golden State Wealth Management
California
-$5K -90 Closed
AT
839
Arden Trust
Delaware
-$4K -72 Closed
SMFS
840
Squar Milner Financial Services
California
-$3K -57 Closed
PW
841
Price Wealth
Texas
-$1K -27 Closed
AWA
842
Arkadios Wealth Advisors
Georgia
-$799 -15 Closed
FGAM
843
Financial Gravity Asset Management
Texas
-$325 -6 Closed
CAM
844
CenterStar Asset Management
Illinois
-$445K