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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 %
HIA
501
Harbor Investment Advisory
Maryland
$436K +$4.32K +59 +1%
WPC
502
Wedmont Private Capital
Pennsylvania
$435K -$56.8K -834 -12%
MFA
503
Mayflower Financial Advisors
Massachusetts
$435K -$73 -1 -0%
CIA
504
Choate Investment Advisors
Massachusetts
$433K
ACM
505
Alethea Capital Management
Washington
$430K +$430K +5,881 New
OC
506
Oppenheimer & Co
New York
$420K +$47.2K +645 +13%
PSCM
507
Per Stirling Capital Management
Texas
$416K +$3K +41 +0.7%
WE
508
Wealth Effects
Massachusetts
$406K
VWA
509
VERITY Wealth Advisors
United States
$405K
AIS
510
AM Investment Strategies
Tennessee
$405K +$293 +4 +0.1%
ESCM
511
Echo Street Capital Management
New York
$403K +$403K +5,509 New
MAM
512
Mystic Asset Management
Rhode Island
$402K -$2.2K -30 -0.5%
BIC
513
Beach Investment Counsel
Pennsylvania
$396K
EAM
514
Evanson Asset Management
California
$396K -$9.29K -127 -2%
SFM
515
Systematic Financial Management
New Jersey
$395K
I
516
InceptionR
California
$393K +$393K +5,369 New
TI
517
Tidal Investments
Wisconsin
$388K +$65.3K +891 +20%
CSC
518
Caldwell Sutter Capital
California
$388K -$51.2K -700 -12%
AWM
519
Aries Wealth Management
Maine
$386K
PGFC
520
Peapack-Gladstone Financial Corp
New Jersey
$385K -$33K -451 -8%
FI
521
Fosun International
China
$384K
VCA
522
Verdence Capital Advisors
Maryland
$382K +$382K +5,224 New
JMFC
523
J.M. Forbes & Co
Massachusetts
$378K -$10.3K -140 -3%
FFM
524
Forum Financial Management
Illinois
$376K -$220 -3 -0.1%
CIBC Private Wealth Group
525
CIBC Private Wealth Group
Georgia
$376K -$17.7K -242 -5%