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State Street

825 hedge funds and large institutions have $19.9B invested in State Street in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 283 increasing their positions, 293 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
-9
Holders Change %
-1.08%
% of All Funds
14.27%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
66
Increased
283
Reduced
293
Closed
68
Calls
$75.4M
Puts
$46.8M
Net Calls
+$28.6M
Net Calls Change
+$25M
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
476
Washington Capital Management
Washington
$440K
EWM
477
Endurance Wealth Management
Rhode Island
$430K -$53.9K -886 -11%
APA
478
American Portfolios Advisors
New York
$417K -$40.3K -662 -9%
BWA
479
BDO Wealth Advisors
Florida
$416K +$19K +312 +5%
MNBTD
480
Moody National Bank Trust Division
Texas
$412K +$23.5K +387 +6%
CWA
481
Choice Wealth Advisors
Maine
$410K +$410K +6,750 New
SBH
482
Segall Bryant & Hamill
Illinois
$402K -$1.52K -25 -0.4%
ACA
483
Anchor Capital Advisors
Massachusetts
$402K
ECM
484
Everence Capital Management
Indiana
$402K
TBNY
485
Trustco Bank (New York)
New York
$392K -$18.2K -300 -4%
DGAM
486
Desjardins Global Asset Management
Quebec, Canada
$391K -$330K -5,434 -46%
GAM
487
Guinness Asset Management
United Kingdom
$391K -$33.8K -556 -8%
CC
488
Chicago Capital
Illinois
$391K
KAS
489
Kestra Advisory Services
Texas
$390K -$826K -13,586 -68%
SSB
490
Sandy Spring Bank
Maryland
$388K -$83K -1,365 -18%
DY
491
Dowling & Yahnke
California
$388K +$122 +2 +0%
ML
492
McAdam LLC
Pennsylvania
$384K +$3.22K +53 +0.8%
JWCA
493
J.W. Cole Advisors
Florida
$384K +$9.61K +158 +3%
BP
494
BBR Partners
New York
$380K -$71.2K -1,171 -16%
CI
495
CX Institutional
Indiana
$379K -$6.32K -104 -2%
CIA
496
Choate Investment Advisors
Massachusetts
$379K -$4.38K -72 -1%
DC
497
Davenport & Co
Virginia
$377K +$23.7K +389 +7%
NO
498
Ninety One
South Africa
$373K -$1.48M -23,771 -80%
BCM
499
Brookstone Capital Management
Illinois
$371K -$4.94K -82 -1%
HIA
500
Harbor Investment Advisory
Maryland
$371K -$1.03K -17 -0.3%