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State Street

825 hedge funds and large institutions have $19.9B invested in State Street in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 283 increasing their positions, 293 reducing their positions, and 68 closing their positions.

Holders
825
Holders Change
-9
Holders Change %
-1.08%
% of All Funds
14.27%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
66
Increased
283
Reduced
293
Closed
68
Calls
$75.4M
Puts
$46.8M
Net Calls
+$28.6M
Net Calls Change
+$25M
Name Market Value Shares Shares
Change
Shares
Change %
EAM
576
Empirical Asset Management
Massachusetts
$253K 4,155 -3,110 -43%
BP
577
Ballentine Partners
Massachusetts
$253K 4,163 -1,985 -32%
NRS
578
Neville Rodie & Shaw
New York
$252K 4,150
Carson Wealth (CWM LLC)
579
Carson Wealth (CWM LLC)
Nebraska
$252K 4,139 +38 +0.9%
TAM
580
Trust Asset Management
Texas
$252K 4,147 +299 +8%
RC
581
RegentAtlantic Capital
New Jersey
$251K 4,122 -604 -13%
EGA
582
E&G Advisors
Texas
$251K 4,133
CS
583
Comerica Securities
Michigan
$248K 4,029 -5 -0.1%
CA
584
Cetera Advisors
Colorado
$247K 4,059 +9 +0.2%
BB
585
Busey Bank
Illinois
$246K 4,053
CG
586
Caprock Group
Idaho
$245K 3,987 -169 -4%
DIM
587
Delta Investment Management
California
$245K 4,029 +4,029 New
EWA
588
EverSource Wealth Advisors
Alabama
$243K 3,987 +1,550 +64%
CCA
589
Checchi Capital Advisers
California
$242K 3,984 -9 -0.2%
PA
590
Profund Advisors
Maryland
$241K 3,971 +51 +1%
AssetMark Inc
591
AssetMark Inc
California
$241K 3,959 +170 +4%
FMWA
592
Forvis Mazars Wealth Advisors
Missouri
$239K 3,922 +159 +4%
WPC
593
Wedmont Private Capital
Pennsylvania
$238K 3,910 -1,305 -25%
ESB
594
Essex Savings Bank
Connecticut
$237K 3,900
SS
595
Simplicity Solutions
Minnesota
$237K 3,903 +410 +12%
TI
596
Tidal Investments
Wisconsin
$234K 3,851 +83 +2%
FDCDDQ
597
Federation des caisses Desjardins du Quebec
Quebec, Canada
$233K 3,824
SAI
598
Systematic Alpha Investments
New Jersey
$231K 3,798
SW
599
SteelPeak Wealth
California
$230K 3,778
FCI
600
Financial Counselors Inc
Kansas
$228K 3,757