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State Street

911 hedge funds and large institutions have $20.7B invested in State Street in 2024 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 318 increasing their positions, 331 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
+16
Holders Change %
+1.79%
% of All Funds
13.2%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
101
Increased
318
Reduced
331
Closed
77
Calls
$125M
Puts
$151M
Net Calls
-$25.8M
Net Calls Change
+$21.2M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
426
Avior Wealth Management
Nebraska
$1.12M +$22.3K +289 +2%
IA
427
IFG Advisory
Georgia
$1.11M +$146K +1,887 +15%
PAM
428
Panagora Asset Management
Massachusetts
$1.11M +$255K +3,303 +30%
MA
429
Montag & Associates
Georgia
$1.09M
BTW
430
Boston Trust Walden
Massachusetts
$1.09M -$34.3K -444 -3%
MIM
431
Morningstar Investment Management
Illinois
$1.09M +$311K +4,025 +40%
MML Investors Services
432
MML Investors Services
Massachusetts
$1.08M +$49.2K +637 +5%
LRPA
433
L. Roy Papp & Associates
Arizona
$1.07M -$53.7K -695 -5%
Capstone Investment Advisors
434
Capstone Investment Advisors
New York
$1.06M +$479K +6,195 +82%
LIM
435
Longfellow Investment Management
Massachusetts
$1.06M +$7.96K +103 +0.8%
William Blair & Company
436
William Blair & Company
Illinois
$1.06M -$114K -1,471 -10%
MGP
437
Metis Global Partners
California
$1.05M -$1.01K -13 -0.1%
BMCM
438
Bryn Mawr Capital Management
Pennsylvania
$1.03M -$179K -2,311 -15%
BP
439
Ballentine Partners
Massachusetts
$1.03M +$93.9K +1,214 +10%
UCFA
440
United Capital Financial Advisors
Texas
$982K -$109K -1,414 -10%
EF
441
Empirical Finance
Pennsylvania
$956K +$28.2K +365 +3%
LA
442
LBP AM
France
$947K -$18.2M -235,211 -95%
SC
443
Savant Capital
Illinois
$946K +$683K +8,835 +260%
EOJOAM
444
E. Ohman J:or Asset Management
Sweden
$942K
MLICM
445
Metropolitan Life Insurance Company (MetLife)
New York
$942K -$29.5K -382 -3%
PP
446
Paloma Partners
Connecticut
$934K +$934K +12,080 New
DAS
447
Diversify Advisory Services
Utah
$934K +$934K +12,090 New
SF
448
Synovus Financial
Georgia
$932K +$212K +2,736 +29%
OLA
449
Oliver Luxxe Assets
New Jersey
$931K
LA
450
Legacy Advisors
Pennsylvania
$923K -$813K -10,424 -47%