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State Street

827 hedge funds and large institutions have $25.6B invested in State Street in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 271 increasing their positions, 309 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
-8
Holders Change %
-0.96%
% of All Funds
14.44%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
65
Increased
271
Reduced
309
Closed
67
Calls
$80M
Puts
$81.7M
Net Calls
-$1.71M
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Shares
Change %
VAS
501
Vestmark Advisory Solutions
Massachusetts
$469K +$12.4K +151 +3%
CG
502
Caprock Group
Idaho
$462K +$115K +1,385 +33%
LMAM
503
Legg Mason Asset Management
Japan
$456K -$40.7K -495 -8%
Wellington Management Group
504
Wellington Management Group
Massachusetts
$455K -$1.66M -20,179 -78%
KAS
505
Kestra Advisory Services
Texas
$453K -$60.1K -731 -12%
GJIC
506
Gamble Jones Investment Counsel
California
$453K
DWA
507
Douglass Winthrop Advisors
New York
$452K -$29.8K -362 -6%
IIC
508
Ironwood Investment Counsel
Arizona
$452K
AIA
509
Avalon Investment & Advisory
Texas
$446K -$39.5K -481 -8%
NSB
510
Norway Savings Bank
Maine
$445K -$42.3K -515 -9%
SFM
511
Systematic Financial Management
New Jersey
$444K
CCP
512
Corient Capital Partners
California
$443K +$39.4K +478 +10%
PGFC
513
Peapack-Gladstone Financial Corp
New Jersey
$443K +$41.7K +507 +10%
JMFC
514
J.M. Forbes & Co
Massachusetts
$441K
UCFA
515
United Capital Financial Advisors
Texas
$441K +$31.4K +382 +8%
EHC
516
Everett Harris & Co
California
$437K -$16K -195 -4%
DFCM
517
Dark Forest Capital Management
Puerto Rico
$434K +$434K +5,277 New
B
518
Barings
North Carolina
$433K +$117K +1,418 +37%
AIP
519
Ameritas Investment Partners
Nebraska
$432K -$9.87K -120 -2%
LS
520
Livforsakringsbolaget Skandia
Sweden
$429K
BB
521
Busey Bank
Illinois
$428K
GWM
522
Greenwich Wealth Management
Connecticut
$428K +$10.3K +125 +2%
FMII
523
Farmers & Merchants Investments Inc
Nebraska
$426K
NB
524
Northwest Bancshares
Pennsylvania
$419K -$1.24K -15 -0.3%
ANTB
525
AMG National Trust Bank
Colorado
$419K