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State Street

756 hedge funds and large institutions have $19.5B invested in State Street in 2020 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 235 increasing their positions, 298 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-17
Holders Change %
-2.2%
% of All Funds
15.29%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
71
Increased
235
Reduced
298
Closed
81
Calls
$44.5M
Puts
$61.5M
Net Calls
-$17M
Net Calls Change
-$6.09M
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
426
Arcadia Investment Management
Michigan
$581K
Impax Asset Management Group
427
Impax Asset Management Group
United Kingdom
$580K +$3.85K +65 +0.7%
William Blair & Company
428
William Blair & Company
Illinois
$571K -$43.9K -740 -7%
EWM
429
Endurance Wealth Management
Rhode Island
$570K
SWRP
430
Summit Wealth & Retirement Planning
California
$570K
DTL
431
Dynamic Technology Lab
Singapore
$565K +$565K +9,530 New
DY
432
Dowling & Yahnke
California
$560K -$51.7K -871 -8%
DCM
433
Dupont Capital Management
Delaware
$560K +$24.5K +413 +5%
KRSITF
434
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$547K +$33.8K +570 +7%
OAM
435
Optimal Asset Management
California
$539K +$32.3K +544 +6%
BOH
436
Bank of Hawaii
Hawaii
$529K +$7K +118 +1%
CFMC
437
Curbstone Financial Management Corp
New Hampshire
$528K
AAM
438
Aureus Asset Management
Massachusetts
$522K
WEC
439
Winslow Evans & Crocker
Massachusetts
$518K -$36.4K -615 -7%
MF
440
Magnetar Financial
Illinois
$510K +$510K +8,588 New
NEI
441
Northwest & Ethical Investments
Ontario, Canada
$509K +$509K +8,582 New
HAG
442
HighPoint Advisor Group
Illinois
$508K -$21.2K -337 -4%
RIM
443
Redpoint Investment Management
Australia
$501K -$41.7K -703 -8%
PT
444
Plimoth Trust
Massachusetts
$500K -$42.2K -712 -8%
SC
445
SRB Corp
Massachusetts
$500K
PAG
446
Private Advisor Group
New Jersey
$497K -$1.37K -22 -0.3%
MML Investors Services
447
MML Investors Services
Massachusetts
$496K +$36.2K +610 +8%
MME
448
Meag Munich Ergo
Germany
$495K +$167K +2,815 +51%
HIA
449
Harbor Investment Advisory
Maryland
$494K -$97.7K -1,647 -17%
VFA
450
Voya Financial Advisors
Connecticut
$485K -$129K -2,154 -21%