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State Street

911 hedge funds and large institutions have $20.7B invested in State Street in 2024 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 318 increasing their positions, 331 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
+16
Holders Change %
+1.79%
% of All Funds
13.2%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
101
Increased
318
Reduced
331
Closed
77
Calls
$125M
Puts
$151M
Net Calls
-$25.8M
Net Calls Change
+$21.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
501
Envestnet Portfolio Solutions
Illinois
$640K +$64.9K +839 +11%
RT
502
Rockland Trust
Massachusetts
$633K -$2.4K -31 -0.4%
RIM
503
Rakuten Investment Management
Japan
$632K +$573K +7,405 +960%
CL
504
Choreo LLC
Illinois
$622K +$21.8K +282 +4%
CANC
505
Culbertson A N & Co
Virginia
$621K -$81.6K -1,055 -12%
HAIM
506
Hunter Associates Investment Management
Pennsylvania
$618K
NIM
507
Northeast Investment Management
Massachusetts
$602K -$100K -1,294 -14%
SIA
508
Schechter Investment Advisors
Michigan
$602K +$80.3K +1,039 +15%
TMAM
509
Tokio Marine Asset Management
Japan
$601K -$22.3K -288 -4%
FRM
510
Fox Run Management
Connecticut
$597K +$376K +4,868 +171%
AC
511
Arjuna Capital
North Carolina
$595K +$270K +3,496 +83%
RGC
512
Roberts, Glore & Co
Illinois
$586K -$13.1K -170 -2%
CIA
513
Choate Investment Advisors
Massachusetts
$584K -$12.4K -160 -2%
BCM
514
Brookstone Capital Management
Illinois
$575K +$87.1K +1,127 +18%
IWC
515
Integrated Wealth Concepts
Massachusetts
$574K +$47.2K +610 +9%
KAS
516
Kestra Advisory Services
Texas
$569K +$59.3K +767 +12%
AIMCA
517
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$564K
CL
518
CSS LLC
Illinois
$564K +$564K +7,294 New
HAG
519
HighPoint Advisor Group
Illinois
$560K -$39.8K -522 -7%
DG
520
DMC Group
Alabama
$559K +$464 +6 +0.1%
BIM
521
Bridges Investment Management
Nebraska
$559K -$85.1K -1,100 -13%
GITFIT
522
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$557K +$38.7K +500 +7%
IC
523
IEQ Capital
California
$553K +$6.57K +85 +1%
BFG
524
Bleakley Financial Group
New Jersey
$552K -$6.26K -81 -1%
TI
525
Tidal Investments
Wisconsin
$552K +$34.6K +448 +7%