STT icon

State Street

880 hedge funds and large institutions have $24B invested in State Street in 2022 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 273 increasing their positions, 317 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
880
Holders Change
+55
Holders Change %
+6.67%
% of All Funds
14.2%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
127
Increased
273
Reduced
317
Closed
55
Calls
$136M
Puts
$100M
Net Calls
+$35.6M
Net Calls Change
+$7.05M
Name Holding Trade Value Shares
Change
Shares
Change %
BIAS
476
Beacon Investment Advisory Services
New Jersey
$591K -$194K -2,500 -25%
CRC
477
Curi RMB Capital
Illinois
$590K
SF
478
Synovus Financial
Georgia
$588K -$10.7K -138 -2%
IC
479
IEQ Capital
California
$585K -$46.7K -602 -7%
ML
480
McAdam LLC
Pennsylvania
$583K -$5.03K -54 -0.9%
IA
481
IFG Advisory
Georgia
$583K +$5.34K +69 +0.9%
BFG
482
Bleakley Financial Group
New Jersey
$582K +$582K +7,508 New
CS
483
Cannell & Spears
New York
$582K
KIA
484
KCM Investment Advisors
California
$564K -$198K -2,550 -26%
SIA
485
Schechter Investment Advisors
Michigan
$559K -$24.8K -320 -4%
EWM
486
Endurance Wealth Management
Rhode Island
$548K
BWA
487
BDO Wealth Advisors
Florida
$546K +$14.7K +189 +3%
CAM
488
Cozad Asset Management
Illinois
$543K -$69.8K -900 -11%
DCM
489
DGS Capital Management
New Jersey
$529K +$121K +1,559 +30%
CWA
490
Choice Wealth Advisors
Maine
$524K
BRWA
491
B. Riley Wealth Advisors
Florida
$514K +$514K +6,570 New
ACA
492
Anchor Capital Advisors
Massachusetts
$513K
SBH
493
Segall Bryant & Hamill
Illinois
$511K
MAS
494
Meeder Advisory Services
Ohio
$508K +$508K +6,551 New
TAM
495
Trillium Asset Management
Massachusetts
$507K -$103K -1,329 -17%
S
496
SignatureFD
Georgia
$502K +$42.6K +549 +9%
BCM
497
Brookstone Capital Management
Illinois
$501K +$3.71K +46 +0.7%
HV
498
HST Ventures
Utah
$500K +$500K +6,443 New
GAM
499
Guinness Asset Management
United Kingdom
$499K
CC
500
Chicago Capital
Illinois
$498K