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State Street

880 hedge funds and large institutions have $24B invested in State Street in 2022 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 273 increasing their positions, 317 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
880
Holders Change
+55
Holders Change %
+6.67%
% of All Funds
14.2%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
127
Increased
273
Reduced
317
Closed
55
Calls
$136M
Puts
$100M
Net Calls
+$35.6M
Net Calls Change
+$7.05M
Name Holding Trade Value Shares
Change
Shares
Change %
PSCM
526
Per Stirling Capital Management
Texas
$434K +$434K +5,600 New
WE
527
Wealth Effects
Massachusetts
$431K -$7.76K -100 -2%
RMDI
528
R.M. Davis Inc
Maine
$430K +$20.8K +268 +5%
VWA
529
VERITY Wealth Advisors
United States
$430K
EAM
530
Evanson Asset Management
California
$430K
CA
531
Crumly & Associates
Illinois
$429K +$80.3K +1,035 +23%
KF
532
Krilogy Financial
Missouri
$429K -$460K -5,925 -52%
AIS
533
AM Investment Strategies
Tennessee
$428K +$388 +5 +0.1%
FB
534
Fulton Bank
Pennsylvania
$427K -$28.7K -370 -6%
BIC
535
Beach Investment Counsel
Pennsylvania
$420K
CIBC Private Wealth Group
536
CIBC Private Wealth Group
Georgia
$419K +$7.45K +96 +2%
PA
537
Pinnacle Associates
New York
$419K -$9.39K -121 -2%
SFM
538
Systematic Financial Management
New Jersey
$419K
AG
539
AIA Group
Hong Kong
$416K +$188K +2,427 +83%
BAM
540
Belpointe Asset Management
Nevada
$414K +$189K +2,437 +84%
JMFC
541
J.M. Forbes & Co
Massachusetts
$411K -$388 -5 -0.1%
OPS
542
Orion Portfolio Solutions
Nebraska
$411K +$62.7K +808 +18%
GWM
543
Greenwich Wealth Management
Connecticut
$410K -$2.79K -36 -0.7%
MCM
544
Manchester Capital Management
Vermont
$409K +$286K +3,684 +232%
WCM
545
Washington Capital Management
Washington
$406K -$155K -2,000 -28%
FMII
546
Farmers & Merchants Investments Inc
Nebraska
$406K
SP
547
Symmetry Partners
Connecticut
$405K
FNA
548
First National Advisers
Nebraska
$403K +$38.5K +496 +11%
DEA
549
DoubleLine ETF Adviser
Florida
$401K +$401K +5,170 New
IIC
550
Ironwood Investment Counsel
Arizona
$399K +$1.09K +14 +0.3%