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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 %
CC
501
Chicago Capital
Illinois
$418K -$11.9K -178 -3%
KAS
502
Kestra Advisory Services
Texas
$415K +$93.9K +1,403 +29%
HCM
503
Highlander Capital Management
New Jersey
$414K +$268K +4,002 +184%
CCFCSB
504
Cape Cod Five Cents Savings Bank
Massachusetts
$413K +$201K +3,009 +95%
TBNY
505
Trustco Bank (New York)
New York
$412K +$2.68K +40 +0.7%
CIA
506
Choate Investment Advisors
Massachusetts
$412K +$14.9K +223 +4%
NA
507
NewEdge Advisors
Louisiana
$406K +$186K +2,780 +85%
SSB
508
Sandy Spring Bank
Maryland
$403K
SCM
509
Stonebridge Capital Management
California
$402K
NDSI
510
Newman Dignan & Sheerar Inc
Rhode Island
$402K +$201 +3 +0.1%
HIA
511
Harbor Investment Advisory
Maryland
$402K +$3.15K +47 +0.8%
LCM
512
Logan Capital Management
Pennsylvania
$402K
Carson Wealth (CWM LLC)
513
Carson Wealth (CWM LLC)
Nebraska
$396K +$58K +866 +17%
OWA
514
One Wealth Advisors
California
$393K +$132K +1,968 +50%
MFA
515
Mayflower Financial Advisors
Massachusetts
$391K -$7.03K -105 -2%
DZ Bank
516
DZ Bank
Germany
$385K +$93.9K +1,403 +32%
PSCM
517
Per Stirling Capital Management
Texas
$383K +$2.81K +42 +0.7%
WPC
518
Wedmont Private Capital
Pennsylvania
$383K -$30.4K -470 -7%
FB
519
Fulton Bank
Pennsylvania
$381K +$38.2K +571 +11%
BL
520
Balentine LLC
Georgia
$379K -$80.9K -1,209 -18%
BRWA
521
B. Riley Wealth Advisors
Florida
$378K -$54.4K -804 -13%
DCM
522
DGS Capital Management
New Jersey
$377K -$87K -1,300 -19%
MNBTD
523
Moody National Bank Trust Division
Texas
$374K -$26.2K -392 -7%
WE
524
Wealth Effects
Massachusetts
$372K
VWA
525
VERITY Wealth Advisors
United States
$371K