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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
FBT
851
First Bank & Trust
South Dakota
$8K
FAM
852
Fred Alger Management
New York
$8K
PFGIA
853
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$6.6K +69 New
VCM
854
Versant Capital Management
Arizona
$6K
Carson Wealth (CWM LLC)
855
Carson Wealth (CWM LLC)
Nebraska
$6K +$1.05K +11 +21%
ME
856
McIlrath & Eck
Washington
$6K +$5.74K +60 New
PW
857
Price Wealth
Texas
$6K +$5.93K +62 New
GRP
858
Global Retirement Partners
California
$5K +$4.68K +49 New
CCMW
859
Cypress Capital Management (Wyoming)
Wyoming
$5K +$5.07K +53 New
SIA
860
Sit Investment Associates
Minnesota
$4K
AF
861
Allworth Financial
California
$4K +$287 +3 +9%
MCM
862
Mainstay Capital Management
Michigan
$4K +$3.44K +36 New
HFP
863
Holistic Financial Partners
Indiana
$4K +$3.63K +38 New
WAP
864
Wealthcare Advisory Partners
Pennsylvania
$4K +$3.82K +40 +667%
CIA
865
Cascade Investment Advisors
Oregon
$3.9K
JFGIW
866
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K -$19.1K -200 -87%
CFN
867
Cordasco Financial Network
Florida
$3K
SQA
868
Simon Quick Advisors
New Jersey
$3K +$2.39K +25 New
AC
869
Avestar Capital
New York
$3K +$3.92K +41 New
GEA
870
Glen Eagle Advisors
New Jersey
$2.34K -$96 -1 -4%
HFM
871
Hartford Financial Management
Connecticut
$2K
IWM
872
IHT Wealth Management
Illinois
$2K
WAM
873
Watermark Asset Management
California
$2K
GI
874
Gradient Investments
Minnesota
$2K +$1.53K +16 New
SWMG
875
Signature Wealth Management Group
Georgia
$2K +$1.53K +16 New