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State Street

834 hedge funds and large institutions have $20.3B invested in State Street in 2022 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 306 increasing their positions, 277 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
834
Holders Change
-36
Holders Change %
-4.14%
% of All Funds
14.1%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
100
Increased
306
Reduced
277
Closed
125
Calls
$63.1M
Puts
$59.5M
Net Calls
+$3.64M
Net Calls Change
-$56M
Name Holding Trade Value Shares
Change
Shares
Change %
BFM
451
Boothbay Fund Management
New York
$553K +$553K +8,972 New
BL
452
Balentine LLC
Georgia
$549K -$113K -1,840 -17%
TBA
453
Tower Bridge Advisors
Pennsylvania
$541K
CFMC
454
Curbstone Financial Management Corp
New Hampshire
$536K
Pacer Advisors
455
Pacer Advisors
Pennsylvania
$533K -$1.1M -17,836 -67%
Lido Advisors
456
Lido Advisors
California
$533K -$492K -7,989 -48%
Jones Financial Companies
457
Jones Financial Companies
Missouri
$533K -$46.1K -748 -8%
FCFC
458
First Commonwealth Financial Corp
Pennsylvania
$529K +$17.6K +286 +3%
CANY
459
Caxton Associates (New York)
New York
$526K +$526K +8,532 New
JCM
460
Jacobi Capital Management
Pennsylvania
$524K +$304K +4,943 +139%
Creative Planning
461
Creative Planning
Kansas
$515K -$140K -2,280 -21%
CAM
462
Cozad Asset Management
Illinois
$512K -$55.5K -900 -10%
DWM
463
Drive Wealth Management
Utah
$512K +$512K +8,234 New
RT
464
Rockland Trust
Massachusetts
$511K -$9.25K -150 -2%
RFC
465
Regions Financial Corp
Alabama
$502K -$152K -2,466 -23%
BFG
466
Beacon Financial Group
Texas
$500K +$4.32K +66 +0.9%
HAIM
467
Hunter Associates Investment Management
Pennsylvania
$494K -$494K -7,999 -50%
GCP
468
GSA Capital Partners
United Kingdom
$491K +$491K +7,958 New
EWM
469
Endurance Wealth Management
Rhode Island
$490K
PAG
470
Private Advisor Group
New Jersey
$488K -$178K -2,891 -27%
RIL
471
Rothschild Investment LLC
Illinois
$485K
IA
472
IFG Advisory
Georgia
$483K +$6.28K +102 +1%
SSB
473
Sandy Spring Bank
Maryland
$477K -$64.1K -1,040 -12%
VAS
474
Vestmark Advisory Solutions
Massachusetts
$476K -$96.4K -1,564 -17%
TAM
475
Trillium Asset Management
Massachusetts
$475K -$5.8K -94 -1%