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State Street

814 hedge funds and large institutions have $24.1B invested in State Street in 2020 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 229 increasing their positions, 310 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+58
Holders Change %
+7.67%
% of All Funds
14.44%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
127
Increased
229
Reduced
310
Closed
59
Calls
$63.6M
Puts
$91.6M
Net Calls
-$28M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Shares
Change %
ST
576
Spinnaker Trust
Maine
$268K
HT
577
Heritage Trust
Oklahoma
$266K -$26.2K -360 -9%
BMWM
578
Brown Miller Wealth Management
Virginia
$265K +$265K +3,635 New
EF
579
Empirical Finance
Pennsylvania
$265K +$265K +3,645 New
RHBC
580
R.H. Bluestein & Co
Michigan
$263K -$14.6K -200 -5%
PFSC
581
Peoples Financial Services Corp
Pennsylvania
$263K
CICI
582
Capital Investment Counsel Inc
North Carolina
$262K
SAM
583
Selway Asset Management
$262K
MC
584
Middleton & Co
Massachusetts
$261K -$14.6K -200 -5%
KIA
585
KCM Investment Advisors
California
$261K
GIA
586
Gateway Investment Advisers
Ohio
$260K -$16.2K -223 -6%
HW
587
Hancock Whitney
Mississippi
$260K +$260K +3,575 New
AssetMark Inc
588
AssetMark Inc
California
$259K -$3.16M -43,344 -92%
FB
589
Fulton Bank
Pennsylvania
$257K +$257K +3,529 New
HCMT
590
Highland Capital Management (Tennessee)
Tennessee
$255K
NB
591
NBT Bank
New York
$255K
T
592
TRUADVICE
Florida
$254K +$254K +3,620 New
WT
593
Whittier Trust
California
$253K +$2.18K +30 +0.9%
SCM
594
Southport Capital Management
Tennessee
$249K -$14.9K -205 -6%
FBA
595
Front Barnett Associates
Illinois
$247K
BP
596
Ballentine Partners
Massachusetts
$245K -$114K -1,566 -32%
GWM
597
Geneos Wealth Management
Colorado
$242K +$86.5K +1,016 +56%
FHB
598
First Hawaiian Bank
Hawaii
$240K +$240K +3,290 New
CCA
599
Checchi Capital Advisers
California
$239K -$18.4K -253 -7%
CL
600
CPWM LLC
Washington
$237K +$237K +3,253 New