STT icon

State Street

837 hedge funds and large institutions have $21.1B invested in State Street in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 239 increasing their positions, 381 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
837
Holders Change
-58
Holders Change %
-6.48%
% of All Funds
13.2%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
58
Increased
239
Reduced
381
Closed
113
Calls
$96.9M
Puts
$188M
Net Calls
-$91.4M
Net Calls Change
-$98.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Impax Asset Management Group
451
Impax Asset Management Group
United Kingdom
$607K -$217K -2,964 -26%
RT
452
Rockland Trust
Massachusetts
$602K
SS
453
Simplicity Solutions
Minnesota
$596K +$10K +137 +2%
BFG
454
Bleakley Financial Group
New Jersey
$596K +$10.8K +147 +2%
AAM
455
Advisors Asset Management
Colorado
$587K +$587K +8,025 New
HAIM
456
Hunter Associates Investment Management
Pennsylvania
$586K
RIL
457
Rothschild Investment LLC
Illinois
$585K +$8.26K +113 +1%
CI
458
CX Institutional
Indiana
$582K -$8.56K -117 -1%
RGC
459
Roberts, Glore & Co
Illinois
$566K -$27K -369 -5%
Capstone Investment Advisors
460
Capstone Investment Advisors
New York
$564K +$241K +3,297 +75%
CS
461
Cannell & Spears
New York
$549K
BWA
462
BDO Wealth Advisors
Florida
$543K +$17.4K +238 +3%
VI
463
Vestcor Inc
New Brunswick, Canada
$543K -$92.4K -1,262 -15%
TMAM
464
Tokio Marine Asset Management
Japan
$534K +$16.8K +229 +3%
SP
465
Symmetry Partners
Connecticut
$534K +$151K +2,069 +40%
SIA
466
Schechter Investment Advisors
Michigan
$532K +$10.2K +140 +2%
PFO
467
Pathstone Family Office
New Jersey
$524K -$34.8K -468 -6%
UCFA
468
United Capital Financial Advisors
Texas
$519K +$9.44K +129 +2%
EWM
469
Endurance Wealth Management
Rhode Island
$517K
SPA
470
Sherbrooke Park Advisers
New York
$512K +$512K +7,000 New
BCV
471
Banque Cantonale Vaudoise
Switzerland
$512K -$1.11M -15,200 -68%
MFS
472
Mirabella Financial Services
United Kingdom
$509K +$509K +6,961 New
DCM
473
DGS Capital Management
New Jersey
$508K -$10.4K -142 -2%
TRCT
474
Tower Research Capital (TRC)
New York
$505K +$121K +1,649 +31%
BL
475
Balentine LLC
Georgia
$503K -$529K -7,228 -51%