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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 %
MFA
576
Mayflower Financial Advisors
Massachusetts
$420K -$25.2K -326 -6%
SFM
577
Systematic Financial Management
New Jersey
$418K
FB
578
Fulton Bank
Pennsylvania
$410K -$29.3K -379 -7%
CSC
579
Caldwell Sutter Capital
California
$410K
PGFC
580
Peapack-Gladstone Financial Corp
New Jersey
$409K +$2.09K +27 +0.5%
AWM
581
Aries Wealth Management
Maine
$408K
LA
582
LVW Advisors
New York
$407K +$77.6K +1,004 +24%
OAM
583
Ostrum Asset Management
France
$407K
VWA
584
VERITY Wealth Advisors
United States
$402K -$26.8K -347 -6%
JMFC
585
J.M. Forbes & Co
Massachusetts
$389K
AIM
586
Aquila Investment Management
New York
$387K
TCWM
587
Total Clarity Wealth Management
Illinois
$382K +$4.56K +59 +1%
BRWA
588
B. Riley Wealth Advisors
Florida
$378K -$37.8K -559 -9%
AWP
589
Ascent Wealth Partners
New York
$377K -$4.91M -63,550 -93%
WG
590
Welch Group
Alabama
$375K
BC
591
Bridgefront Capital
Texas
$373K +$127K +1,637 +51%
PTC
592
Petrus Trust Company
Texas
$372K +$372K +4,809 New
SC
593
Syon Capital
California
$371K -$362K -4,678 -49%
RPC
594
Rossmore Private Capital
Connecticut
$368K
HI
595
Humankind Investments
New York
$365K +$17.6K +228 +5%
SFI
596
SPC Financial Inc
Maryland
$363K
CC
597
Corton Capital
Ontario, Canada
$363K +$363K +4,696 New
PAG
598
Private Advisor Group
New Jersey
$359K -$18.6K -240 -5%
CG
599
Caprock Group
Idaho
$357K -$50.1K -642 -12%
CNBT
600
Canandaigua National Bank & Trust
New York
$356K