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State Street

834 hedge funds and large institutions have $18.3B invested in State Street in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 250 increasing their positions, 335 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
834
Holders Change
-3
Holders Change %
-0.36%
% of All Funds
13.3%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
75
Increased
250
Reduced
335
Closed
67
Calls
$141M
Puts
$193M
Net Calls
-$52.1M
Net Calls Change
+$39.3M
Name Holding Trade Value Shares
Change
Shares
Change %
WB
376
WesBanco Bank
West Virginia
$1.04M -$3.35K -50 -0.3%
MGP
377
Metis Global Partners
California
$1.04M +$146K +2,175 +16%
MCM
378
MAI Capital Management
Ohio
$1.02M +$194K +2,903 +23%
BCM
379
BlueMar Capital Management
Florida
$1.02M -$1.71M -25,508 -63%
KeyBank National Association
380
KeyBank National Association
Ohio
$1.02M -$42.1K -628 -4%
RA
381
Royce & Associates
New York
$1.01M
SC
382
Shay Capital
New York
$1M +$1M +15,000 New
Fayez Sarofim & Co
383
Fayez Sarofim & Co
Texas
$1M -$43.1M -644,148 -98%
Creative Planning
384
Creative Planning
Kansas
$1,000K -$44K -657 -4%
EOJOAM
385
E. Ohman J:or Asset Management
Sweden
$990K
LRPA
386
L. Roy Papp & Associates
Arizona
$984K +$33.5K +500 +4%
GT
387
Greenleaf Trust
Michigan
$979K -$336K -5,023 -26%
EP
388
Eudaimonia Partners
Tennessee
$979K
BCI
389
Brinker Capital Investments
Pennsylvania
$959K -$286K -4,274 -23%
OPS
390
Orion Portfolio Solutions
Nebraska
$959K -$286K -4,274 -23%
AWM
391
Avior Wealth Management
Nebraska
$953K -$181K -2,706 -16%
MA
392
Montag & Associates
Georgia
$945K
YIH
393
Y-Intercept (HK)
Hong Kong
$945K -$1.33M -19,849 -58%
Thrivent Financial for Lutherans
394
Thrivent Financial for Lutherans
Minnesota
$938K -$56K -836 -6%
MCM
395
Mainstay Capital Management
Michigan
$937K -$329K -4,909 -26%
GW
396
GW & Wade
Massachusetts
$935K +$1.21K +18 +0.1%
LIM
397
Longfellow Investment Management
Massachusetts
$909K +$262K +3,920 +41%
Northwestern Mutual Wealth Management
398
Northwestern Mutual Wealth Management
Wisconsin
$896K -$947K -14,140 -51%
RWM
399
Ritholtz Wealth Management
New York
$887K -$179K -2,673 -17%
MLICM
400
Metropolitan Life Insurance Company (MetLife)
New York
$883K -$92.7K -1,384 -10%