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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 %
CI
526
CX Institutional
Indiana
$551K +$9.12K +118 +2%
NIM
527
NEOS Investment Management
Connecticut
$551K +$212K +2,746 +63%
Wolverine Trading
528
Wolverine Trading
Illinois
$550K +$550K +7,117 New
SW
529
Simplicity Wealth
New Jersey
$549K +$549K +7,103 New
FTDI
530
First Trust Direct Indexing
Massachusetts
$548K +$5.34K +69 +1%
VSQM
531
V-Square Quantitative Management
Illinois
$542K
S
532
SignatureFD
Georgia
$536K +$928 +12 +0.2%
MRCM
533
M&R Capital Management
New Jersey
$532K -$53.4K -691 -9%
DA
534
Duality Advisers
Florida
$526K +$243K +3,143 +86%
NW
535
NewEdge Wealth
Pennsylvania
$525K +$32.1K +438 +7%
CWA
536
Choice Wealth Advisors
Maine
$522K
BHC
537
Bowen Hanes & Co
Florida
$510K
KPPF
538
Klein Pavlis & Peasley Financial
California
$505K -$50.2K -649 -9%
KOCAA
539
Knights of Columbus Asset Advisors
Connecticut
$505K -$24.7K -319 -5%
ML
540
McAdam LLC
Pennsylvania
$503K +$4.41K +57 +0.9%
IPW
541
Impact Partnership Wealth
Georgia
$503K -$87.8K -1,135 -15%
Carson Wealth (CWM LLC)
542
Carson Wealth (CWM LLC)
Nebraska
$498K +$12.8K +165 +3%
AIM
543
Aigen Investment Management
New York
$497K +$120K +1,550 +32%
OC
544
Oppenheimer & Co
New York
$496K +$10.2K +132 +2%
AC
545
AXQ Capital
New Jersey
$495K +$162K +2,100 +49%
JWCA
546
J.W. Cole Advisors
Florida
$492K +$77 +1 +0%
ACA
547
Anchor Capital Advisors
Massachusetts
$486K -$8.89K -115 -2%
ESBC
548
E.S. Barr & Co
Kentucky
$483K
CC
549
Chicago Capital
Illinois
$483K
PA
550
Pinnacle Associates
New York
$480K +$6.5K +84 +1%