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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 %
AIS
526
AM Investment Strategies
Tennessee
$371K +$268 +4 +0.1%
MAM
527
Mystic Asset Management
Rhode Island
$368K
QCM
528
Qsemble Capital Management
New York
$368K +$368K +5,500 New
PGFC
529
Peapack-Gladstone Financial Corp
New Jersey
$368K +$15.5K +231 +4%
BIC
530
Beach Investment Counsel
Pennsylvania
$363K
EAM
531
Evanson Asset Management
California
$362K
SFM
532
Systematic Financial Management
New Jersey
$362K
GAM
533
Guinness Asset Management
United Kingdom
$359K -$40.4K -603 -10%
IIC
534
Ironwood Investment Counsel
Arizona
$359K +$15.1K +225 +4%
SPIA
535
Steward Partners Investment Advisory
New York
$358K -$77K -1,150 -18%
VSQM
536
V-Square Quantitative Management
Illinois
$357K +$187K +2,800 +110%
CSC
537
Caldwell Sutter Capital
California
$355K
PWP
538
Private Wealth Partners
California
$355K +$53.6K +800 +18%
SP
539
Symmetry Partners
Connecticut
$350K -$139K -2,069 -28%
AWM
540
Aries Wealth Management
Maine
$346K
FFM
541
Forum Financial Management
Illinois
$344K
TCWM
542
Total Clarity Wealth Management
Illinois
$343K +$343K +5,121 New
CG
543
Colony Group
Massachusetts
$342K
JMFC
544
J.M. Forbes & Co
Massachusetts
$337K -$8.37K -125 -2%
GWM
545
Greenwich Wealth Management
Connecticut
$337K +$3.35K +50 +1%
BOH
546
Bank of Hawaii
Hawaii
$335K -$1.74K -26 -0.5%
AWM
547
AE Wealth Management
Kansas
$335K -$286K -4,269 -46%
SI
548
Symmetry Investments
Jersey
$332K +$332K +4,965 New
PA
549
Pinnacle Associates
New York
$330K -$9.31K -139 -3%
DEA
550
DoubleLine ETF Adviser
Florida
$329K +$870 +13 +0.3%