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State Street

870 hedge funds and large institutions have $29.3B invested in State Street in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 308 increasing their positions, 298 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
870
Holders Change
-23
Holders Change %
-2.58%
% of All Funds
13.77%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.14%
New
68
Increased
308
Reduced
298
Closed
81
Calls
$124M
Puts
$64.3M
Net Calls
+$59.6M
Net Calls Change
+$72.9M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
451
Endurance Wealth Management
Rhode Island
$693K -$74.8K -859 -10%
RIL
452
Rothschild Investment LLC
Illinois
$685K -$5.75K -66 -0.8%
E
453
Ergoteles
New York
$679K -$321K -3,680 -32%
TAM
454
Trillium Asset Management
Massachusetts
$679K +$679K +7,799 New
BFG
455
Beacon Financial Group
Texas
$677K +$25.6K +286 +4%
IA
456
IFG Advisory
Georgia
$674K -$76.4K -877 -10%
CRC
457
Curi RMB Capital
Illinois
$668K +$1.66K +19 +0.2%
National Bank of Canada
458
National Bank of Canada
Quebec, Canada
$666K -$15.3M -193,743 -96%
APA
459
American Portfolios Advisors
New York
$661K +$55.8K +640 +9%
CI
460
CX Institutional
Indiana
$657K +$4.1K +47 +0.6%
RIM
461
Redpoint Investment Management
Australia
$656K
CS
462
Cannell & Spears
New York
$653K
BP
463
BBR Partners
New York
$647K +$205K +2,350 +46%
PRC
464
Pearl River Capital
Michigan
$633K -$497K -5,709 -44%
BBA
465
BLB&B Advisors
Pennsylvania
$630K -$370K -4,250 -37%
EF
466
Empirical Finance
Pennsylvania
$599K +$64.8K +744 +12%
TBNY
467
Trustco Bank (New York)
New York
$595K
ECM
468
Everence Capital Management
Indiana
$576K -$407K -4,670 -41%
ACA
469
Anchor Capital Advisors
Massachusetts
$576K
BWA
470
BDO Wealth Advisors
Florida
$575K +$25.4K +291 +5%
DY
471
Dowling & Yahnke
California
$569K -$22.2K -255 -4%
CWA
472
Choice Wealth Advisors
Maine
$565K
CC
473
Chicago Capital
Illinois
$560K
CCP
474
Corient Capital Partners
California
$559K +$43K +494 +8%
HIA
475
Harbor Investment Advisory
Maryland
$557K -$23.2K -266 -4%