We are live on ! Find out more
STT icon

State Street

858 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, 325 increasing their positions, 299 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 299

0.54% more ownership

Funds ownership: 88.13%88.67% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

4% less funds holding

Funds holding: 898858 (-40)

6% less capital invested

Capital invested by funds: $30B → $28.2B (-$1.76B)

33% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 100

59% less call options, than puts

Call options by funds: $81.6M | Put options by funds: $201M

Holders
858
Holders Change
-40
Holders Change %
-4.45%
% of All Funds
19.62%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
67
Increased
325
Reduced
299
Closed
100
Calls
$81.6M
Puts
$201M
Net Calls
-$119M
Net Calls Change
-$53.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
926
Itau Unibanco Holding S.A.
Brazil
-$210K -2,254 Closed
NIT
927
NumerixS Investment Technologies
British Columbia, Canada
-$212K -2,253 Closed
CWM
928
Concentric Wealth Management
California
-$209K -2,246 Closed
WIA
929
Wealthstreet Investment Advisors
Texas
-$208K -2,233 Closed
Fisher Asset Management
930
Fisher Asset Management
Washington
-$205K -2,204 Closed
ONB
931
Old National Bancorp
Indiana
-$205K -2,200 Closed
VC
932
Vestor Capital
Illinois
-$168K -1,800 Closed
BCA
933
Bay Colony Advisors
Massachusetts
-$109K -1,166 Closed
MGIA
934
Moneta Group Investment Advisors
Missouri
-$103K -1,110 Closed
DA
935
Denali Advisors
California
-$74K -800 Closed
Fuller & Thaler Asset Management
936
Fuller & Thaler Asset Management
California
-$74K -800 Closed
JFA
937
JNBA Financial Advisors
Minnesota
-$73K -785 Closed
MPPLM
938
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$50K -539 Closed
CF
939
Centaurus Financial
California
-$43K -465 Closed
ACA
940
Atlas Capital Advisors
Wyoming
-$30.7K -328 Closed
AWM
941
AllSquare Wealth Management
New York
-$28K -306 Closed
IWP
942
Icon Wealth Partners
Texas
-$28K -299 Closed
GBBWRPM
943
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$22K -232 Closed
GFP
944
Gryphon Financial Partners
Ohio
-$19K -206 Closed
VCM
945
Vigilant Capital Management
Maine
-$19K -203 Closed
PW
946
Price Wealth
Texas
-$10K -102 Closed
PFA
947
Pathway Financial Advisors
Vermont
-$8K -88 Closed
OFW
948
Omnia Family Wealth
Florida
-$7K -75 Closed
KIG
949
Kessler Investment Group
Indiana
-$6K -63 Closed
GEA
950
Glen Eagle Advisors
New Jersey
-$3.35K -36 Closed