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State Street

834 hedge funds and large institutions have $18.3B invested in State Street in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 250 increasing their positions, 335 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
834
Holders Change
-3
Holders Change %
-0.36%
% of All Funds
13.3%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
75
Increased
250
Reduced
335
Closed
67
Calls
$141M
Puts
$193M
Net Calls
-$52.1M
Net Calls Change
+$39.3M
Name Holding Trade Value Shares
Change
Shares
Change %
FI
476
Fosun International
China
$506K +$155K +2,310 +44%
SS
477
Simplicity Solutions
Minnesota
$501K -$44.8K -669 -8%
BFG
478
Bleakley Financial Group
New Jersey
$501K -$44.8K -669 -8%
LCM
479
Laurion Capital Management
New York
$500K -$237K -3,543 -32%
VI
480
Vestcor Inc
New Brunswick, Canada
$497K
BCM
481
Brookstone Capital Management
Illinois
$488K +$68.3K +1,029 +16%
PI
482
PEAK6 Investments
Illinois
$485K +$61.4K +917 +14%
CI
483
CX Institutional
Indiana
$482K -$51.4K -767 -10%
SIA
484
Schechter Investment Advisors
Michigan
$471K -$16.2K -242 -3%
DG
485
DMC Group
Alabama
$470K +$40.8K +609 +9%
Envestnet Portfolio Solutions
486
Envestnet Portfolio Solutions
Illinois
$468K +$468K +6,987 New
Impax Asset Management Group
487
Impax Asset Management Group
United Kingdom
$461K -$94.5K -1,411 -17%
VCA
488
Verdence Capital Advisors
Maryland
$453K +$103K +1,545 +30%
PAS
489
Park Avenue Securities
New York
$452K +$452K +6,756 New
CWA
490
Choice Wealth Advisors
Maine
$452K
NRD
491
Nebula Research & Development
New York
$445K +$445K +6,650 New
ML
492
McAdam LLC
Pennsylvania
$442K +$14.8K +221 +3%
UCFA
493
United Capital Financial Advisors
Texas
$441K -$33.8K -505 -7%
CIP
494
Capital Insight Partners
Arizona
$437K -$209K -3,115 -32%
ACA
495
Anchor Capital Advisors
Massachusetts
$430K
PAG
496
Private Advisor Group
New Jersey
$429K +$27.3K +408 +7%
JWCA
497
J.W. Cole Advisors
Florida
$426K +$67 +1 +0%
TI
498
Tidal Investments
Wisconsin
$424K +$69.7K +1,041 +20%
OC
499
Oppenheimer & Co
New York
$421K +$36.5K +545 +9%
S
500
SignatureFD
Georgia
$421K -$26.7K -398 -6%