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State Street

895 hedge funds and large institutions have $20.8B invested in State Street in 2023 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 238 increasing their positions, 379 reducing their positions, and 54 closing their positions.

Holders
895
Holders Change
+61
Holders Change %
+7.31%
% of All Funds
13.12%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
127
Increased
238
Reduced
379
Closed
54
Calls
$117M
Puts
$164M
Net Calls
-$47M
Net Calls Change
+$5.06M
Name Holding Trade Value Shares
Change
Shares
Change %
HAIM
476
Hunter Associates Investment Management
Pennsylvania
$620K
CL
477
Choreo LLC
Illinois
$607K +$322K +4,115 +113%
RGC
478
Roberts, Glore & Co
Illinois
$600K -$3.87K -50 -0.6%
CIA
479
Choate Investment Advisors
Massachusetts
$597K +$121K +1,562 +25%
HAG
480
HighPoint Advisor Group
Illinois
$595K +$595K +7,870 New
IPW
481
Impact Partnership Wealth
Georgia
$592K +$590K +7,614 +27,193%
MRCM
482
M&R Capital Management
New Jersey
$587K -$212K -2,738 -27%
Capstone Investment Advisors
483
Capstone Investment Advisors
New York
$582K +$269K +3,478 +86%
Envestnet Portfolio Solutions
484
Envestnet Portfolio Solutions
Illinois
$577K +$35.3K +456 +7%
VI
485
Vestcor Inc
New Brunswick, Canada
$567K -$7.2K -93 -1%
AIMCA
486
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$565K -$36.9M -475,780 -98%
BFG
487
Bleakley Financial Group
New Jersey
$559K -$19.8K -256 -3%
DG
488
DMC Group
Alabama
$559K +$15.3K +197 +3%
SS
489
Simplicity Solutions
Minnesota
$558K -$21.6K -279 -4%
KPPF
490
Klein Pavlis & Peasley Financial
California
$557K +$557K +7,186 New
IC
491
IEQ Capital
California
$548K -$207K -2,671 -27%
Impax Asset Management Group
492
Impax Asset Management Group
United Kingdom
$548K +$15K +193 +3%
LCWP
493
Legacy Capital Wealth Partners
Arkansas
$546K -$48.8K -630 -8%
FTDI
494
First Trust Direct Indexing
Massachusetts
$544K +$174K +2,247 +47%
VSQM
495
V-Square Quantitative Management
Illinois
$543K +$130K +1,678 +31%
CI
496
CX Institutional
Indiana
$543K -$14.4K -186 -3%
S
497
SignatureFD
Georgia
$536K +$49.3K +636 +10%
KOCAA
498
Knights of Columbus Asset Advisors
Connecticut
$531K +$531K +6,850 New
MM
499
MQS Management
New York
$528K +$528K +6,821 New
IWC
500
Integrated Wealth Concepts
Massachusetts
$527K -$289K -3,726 -35%