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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 %
PWP
551
Private Wealth Partners
California
$329K -$92.1K -1,259 -22%
WP
552
Waycross Partners
Kentucky
$329K +$329K +4,500 New
BFG
553
Beacon Financial Group
Texas
$326K -$38.3K -524 -11%
CCM
554
Coldstream Capital Management
Washington
$324K -$25.5K -348 -7%
EI
555
Ellevest Inc
New York
$321K +$78.4K +1,071 +32%
FIBT
556
First International Bank & Trust
North Dakota
$319K +$8.86K +121 +3%
SJL
557
Shayne & Jacobs LLC
Tennessee
$319K -$4.9K -67 -2%
FMAEN1
558
Fund Management at Engine No 1
California
$318K +$8.71K +119 +3%
DZ Bank
559
DZ Bank
Germany
$318K
CCA
560
Cobblestone Capital Advisors
New York
$317K
PTC
561
Petrus Trust Company
Texas
$313K -$238K -3,258 -43%
NB
562
Northwest Bancshares
Pennsylvania
$311K -$12.8K -175 -4%
WG
563
Welch Group
Alabama
$307K
CRC
564
Curi RMB Capital
Illinois
$305K -$215K -2,937 -41%
NRS
565
Neville Rodie & Shaw
New York
$304K
EAM
566
Empirical Asset Management
Massachusetts
$304K
PSB
567
Piscataqua Savings Bank
New Hampshire
$303K
BSI
568
Bennett Selby Investments
Maine
$300K +$300K +4,100 New
TAM
569
Trust Asset Management
Texas
$298K
CI
570
Cigna Investments
Connecticut
$297K -$12.3K -169 -4%
CG
571
Caprock Group
Idaho
$297K -$101K -1,369 -25%
BB
572
Busey Bank
Illinois
$297K
MSFS
573
Main Street Financial Solutions
Pennsylvania
$291K +$6.66K +91 +2%
AA
574
ALPS Advisors
Colorado
$291K +$1.83K +25 +0.6%
AIP
575
Ameritas Investment Partners
Nebraska
$290K -$36.2K -494 -11%