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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 %
IIC
526
Ironwood Investment Counsel
Arizona
$375K -$2.64K -36 -0.7%
FB
527
Fulton Bank
Pennsylvania
$375K +$25.1K +343 +7%
CG
528
Colony Group
Massachusetts
$374K -$1.03K -14 -0.3%
PA
529
Pinnacle Associates
New York
$371K -$62.9K -859 -14%
Carson Wealth (CWM LLC)
530
Carson Wealth (CWM LLC)
Nebraska
$369K +$8.12K +111 +2%
BOH
531
Bank of Hawaii
Hawaii
$368K -$2.93K -40 -0.8%
AIM
532
Arcadia Investment Management
Michigan
$366K
GWM
533
Greenwich Wealth Management
Connecticut
$365K -$8.13K -111 -2%
SFI
534
SPC Financial Inc
Maryland
$359K +$29.3K +400 +9%
DEA
535
DoubleLine ETF Adviser
Florida
$358K +$72.7K +994 +25%
FNA
536
First National Advisers
Nebraska
$358K -$17.9K -245 -5%
KIA
537
KCM Investment Advisors
California
$356K -$139K -1,900 -28%
PFSC
538
Peoples Financial Services Corp
Pennsylvania
$355K +$7.32K +100 +2%
KAS
539
Kestra Advisory Services
Texas
$351K -$154K -2,104 -31%
RPC
540
Rossmore Private Capital
Connecticut
$348K
RMDI
541
R.M. Davis Inc
Maine
$348K -$33.6K -459 -9%
MIS
542
Morningstar Investment Services
Illinois
$348K +$22.6K +310 +7%
HI
543
Humankind Investments
New York
$344K +$344K +4,706 New
FTDI
544
First Trust Direct Indexing
Massachusetts
$340K -$39.7K -543 -10%
DWA
545
Douglass Winthrop Advisors
New York
$340K
CNBT
546
Canandaigua National Bank & Trust
New York
$337K -$5.42K -74 -2%
IPW
547
Impact Partnership Wealth
Georgia
$335K +$335K +4,574 New
NSB
548
Norway Savings Bank
Maine
$332K +$7.32K +100 +2%
CIBC World Market
549
CIBC World Market
Ontario, Canada
$330K +$330K +4,511 New
AC
550
AXQ Capital
New Jersey
$329K -$1.21M -16,600 -79%