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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 %
IC
476
IEQ Capital
California
$502K -$231K -3,160 -32%
IGAM
477
iA Global Asset Management
Quebec, Canada
$499K +$499K +6,815 New
CWA
478
Choice Wealth Advisors
Maine
$494K
S
479
SignatureFD
Georgia
$489K -$22.1K -302 -4%
SBH
480
Segall Bryant & Hamill
Illinois
$483K
SPIA
481
Steward Partners Investment Advisory
New York
$476K +$104K +1,416 +28%
BIAS
482
Beacon Investment Advisory Services
New Jersey
$475K -$75.4K -1,030 -14%
BRWA
483
B. Riley Wealth Advisors
Florida
$471K +$443 +6 +0.1%
ACA
484
Anchor Capital Advisors
Massachusetts
$470K -$13.5K -185 -3%
CC
485
Chicago Capital
Illinois
$470K
DG
486
DMC Group
Alabama
$469K +$57.7K +788 +14%
BCM
487
Brookstone Capital Management
Illinois
$467K +$6.28K +85 +1%
ML
488
McAdam LLC
Pennsylvania
$466K -$2.27K -31 -0.5%
JWCA
489
J.W. Cole Advisors
Florida
$465K +$2.71K +37 +0.6%
PI
490
PEAK6 Investments
Illinois
$463K -$541K -7,399 -54%
JIC
491
Johnson Investment Counsel
Ohio
$460K
TBNY
492
Trustco Bank (New York)
New York
$448K -$11.3K -155 -2%
MAS
493
Meeder Advisory Services
Ohio
$444K -$44.6K -610 -9%
SSB
494
Sandy Spring Bank
Maryland
$440K -$5.27K -72 -1%
NDSI
495
Newman Dignan & Sheerar Inc
Rhode Island
$439K
LCM
496
Logan Capital Management
Pennsylvania
$439K
SCM
497
Stonebridge Capital Management
California
$439K
MNBTD
498
Moody National Bank Trust Division
Texas
$438K -$30.6K -418 -7%
PAG
499
Private Advisor Group
New Jersey
$437K -$41.1K -565 -9%
GAM
500
Guinness Asset Management
United Kingdom
$436K -$77.4K -1,058 -15%