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State Street

893 hedge funds and large institutions have $30.9B invested in State Street in 2021 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 283 increasing their positions, 304 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
893
Holders Change
+59
Holders Change %
+7.07%
% of All Funds
13.79%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
132
Increased
283
Reduced
304
Closed
56
Calls
$285M
Puts
$298M
Net Calls
-$13.3M
Net Calls Change
-$24.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
476
Choice Wealth Advisors
Maine
$628K
HIA
477
Harbor Investment Advisory
Maryland
$619K -$4.93K -53 -0.8%
ACA
478
Anchor Capital Advisors
Massachusetts
$615K
MWM
479
Modera Wealth Management
New Jersey
$601K +$601K +6,466 New
CC
480
Chicago Capital
Illinois
$597K
BWA
481
BDO Wealth Advisors
Florida
$587K -$1.58K -17 -0.3%
BIC
482
Beach Investment Counsel
Pennsylvania
$587K
RWA
483
Ropes Wealth Advisors
Massachusetts
$586K -$46.5K -500 -7%
ML
484
McAdam LLC
Pennsylvania
$583K
GCP
485
GSA Capital Partners
United Kingdom
$583K +$583K +6,266 New
CIA
486
Choate Investment Advisors
Massachusetts
$580K -$12.3K -132 -2%
PDN
487
Pensionfund DSM Netherlands
Netherlands
$577K
JWCA
488
J.W. Cole Advisors
Florida
$573K -$20.8K -223 -3%
BL
489
Balentine LLC
Georgia
$573K +$75.3K +810 +15%
EF
490
Empirical Finance
Pennsylvania
$570K +$153K +1,651 +37%
IRF
491
IBM Retirement Fund
New York
$566K -$350K -3,766 -38%
FCH
492
Freestone Capital Holdings
Washington
$566K +$234K +2,520 +71%
NDSI
493
Newman Dignan & Sheerar Inc
Rhode Island
$559K -$23.3K -250 -4%
SCM
494
Stonebridge Capital Management
California
$558K
MAM
495
Mystic Asset Management
Rhode Island
$558K +$558K +6,000 New
FRM
496
Fox Run Management
Connecticut
$552K +$552K +5,936 New
CCP
497
Corient Capital Partners
California
$551K +$14.2K +153 +3%
MFA
498
Mayflower Financial Advisors
Massachusetts
$546K -$279 -3 -0.1%
WCM
499
Washington Capital Management
Washington
$545K -$11.2K -120 -2%
JSC
500
Jackson Square Capital
California
$544K -$7.9K -85 -1%