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State Street

756 hedge funds and large institutions have $19.5B invested in State Street in 2020 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 235 increasing their positions, 298 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-17
Holders Change %
-2.2%
% of All Funds
15.29%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
71
Increased
235
Reduced
298
Closed
81
Calls
$44.5M
Puts
$61.5M
Net Calls
-$17M
Net Calls Change
-$6.09M
Name Holding Trade Value Shares
Change
Shares
Change %
CB
601
Community Bank
New York
$183K
BWA
602
Burt Wealth Advisors
Maryland
$172K
CAPTRUST Financial Advisors
603
CAPTRUST Financial Advisors
North Carolina
$170K +$47.5K +810 +39%
TI
604
Truehand Inc
New Hampshire
$169K
EMG
605
ETF Managers Group
New Jersey
$164K -$49.8K -840 -23%
HCM
606
Highlander Capital Management
New Jersey
$154K -$24.4K -410 -14%
BG
607
Bollard Group
Massachusetts
$145K
BCA
608
Bray Capital Advisors
Florida
$145K
FMT
609
First Mercantile Trust
Tennessee
$144K -$28.2K -405 -16%
SBL
610
Sargent Bickham Lagudis
Colorado
$128K
FHA
611
First Horizon Advisors
Tennessee
$126K -$19K -321 -13%
JCM
612
Jacobi Capital Management
Pennsylvania
$124K -$27.4K -462 -18%
FHA
613
Flagship Harbor Advisors
Massachusetts
$122K +$3.74K +63 +3%
AAM
614
Advisors Asset Management
Colorado
$119K -$76.2K -1,283 -39%
FCH
615
Freestone Capital Holdings
Washington
$115K +$115K +1,933 New
HBT
616
Hills Bank & Trust
Iowa
$114K -$140K -2,371 -55%
QCG
617
Quadrant Capital Group
Ohio
$110K +$15.4K +261 +16%
CAW
618
Cornerstone Advisors (Washington)
Washington
$107K +$3.09K +52 +3%
TCOV
619
Trust Company of Vermont
Vermont
$106K -$13.4K -228 -11%
Carson Wealth (CWM LLC)
620
Carson Wealth (CWM LLC)
Nebraska
$106K
GWM
621
Geneos Wealth Management
Colorado
$106K +$58 +1 +0.1%
TCCM
622
Timber Creek Capital Management
Massachusetts
$105K
KLWA
623
Kelly Lawrence W & Associates
California
$101K
MCM
624
Manchester Capital Management
Vermont
$99K -$69.2K -1,161 -41%
PFGIA
625
Patriot Financial Group Insurance Agency
Massachusetts
$97K