STT icon

State Street

814 hedge funds and large institutions have $24.1B invested in State Street in 2020 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 229 increasing their positions, 310 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+58
Holders Change %
+7.67%
% of All Funds
14.44%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
127
Increased
229
Reduced
310
Closed
59
Calls
$63.6M
Puts
$91.6M
Net Calls
-$28M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
426
William Blair & Company
Illinois
$734K +$34.1K +468 +5%
VFM
427
Viking Fund Management
North Dakota
$728K
PWLP
428
Prio Wealth Limited Partnership
Massachusetts
$725K +$11.6K +159 +2%
TBA
429
Tower Bridge Advisors
Pennsylvania
$719K
ACP
430
Ashfield Capital Partners
California
$717K
AIM
431
Arcadia Investment Management
Michigan
$713K
EWM
432
Endurance Wealth Management
Rhode Island
$700K
SWRP
433
Summit Wealth & Retirement Planning
California
$699K
OQS
434
Occudo Quantitative Strategies
Florida
$683K +$683K +9,386 New
PAG
435
Private Advisor Group
New Jersey
$677K +$98.5K +1,355 +17%
CIBC Private Wealth Group
436
CIBC Private Wealth Group
Georgia
$671K -$671K -9,221 -50%
TWI
437
Thomas White International
Illinois
$667K +$171K +2,350 +35%
OAM
438
Optimal Asset Management
California
$662K +$728 +10 +0.1%
DY
439
Dowling & Yahnke
California
$659K -$28.5K -392 -4%
CFMC
440
Curbstone Financial Management Corp
New Hampshire
$648K
PAMP
441
Polar Asset Management Partners
Ontario, Canada
$647K +$189K +2,591 +41%
PT
442
Plimoth Trust
Massachusetts
$646K +$32.7K +450 +5%
Capstone Investment Advisors
443
Capstone Investment Advisors
New York
$642K -$1.83M -25,100 -74%
AAM
444
Aureus Asset Management
Massachusetts
$640K
NEI
445
Northwest & Ethical Investments
Ontario, Canada
$625K
Walleye Trading
446
Walleye Trading
New York
$619K +$619K +8,506 New
RIM
447
Redpoint Investment Management
Australia
$615K
HAG
448
HighPoint Advisor Group
Illinois
$615K +$1.9K +25 +0.3%
FAT
449
First American Trust
California
$611K -$5.07M -69,588 -89%
MME
450
Meag Munich Ergo
Germany
$604K