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State Street

834 hedge funds and large institutions have $28B invested in State Street in 2021 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 295 increasing their positions, 291 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
834
Holders Change
+7
Holders Change %
+0.85%
% of All Funds
14.65%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.23%
New
67
Increased
295
Reduced
291
Closed
53
Calls
$133M
Puts
$122M
Net Calls
+$10.8M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Shares
Change %
JWM
601
Janiczek Wealth Management
Colorado
$290K +$98.7K +1,164 +52%
FBA
602
Front Barnett Associates
Illinois
$288K
SFI
603
SPC Financial Inc
Maryland
$288K
LIM
604
Longfellow Investment Management
Massachusetts
$288K
NB
605
NBT Bank
New York
$287K
TMAM
606
Tokio Marine Asset Management
Japan
$285K +$63.2K +746 +29%
ATC
607
Argent Trust Co
Tennessee
$285K +$285K +3,357 New
SF
608
Synovus Financial
Georgia
$284K +$21.2K +249 +8%
CI
609
Conning Inc
Connecticut
$281K -$60.9K -720 -18%
SPIA
610
Steward Partners Investment Advisory
New York
$280K
GIA
611
Gateway Investment Advisers
Ohio
$275K -$11.1K -131 -4%
BFM
612
Boothbay Fund Management
New York
$273K +$65K +767 +31%
HT
613
Heritage Trust
Oklahoma
$271K -$38.5K -454 -12%
MIC
614
Means Investment Company
Maine
$271K +$1.78K +21 +0.7%
SIM
615
Sentry Investment Management
Wisconsin
$270K -$39.5K -466 -13%
MC
616
Middleton & Co
Massachusetts
$270K -$34.2K -403 -11%
WTC
617
WhitTier Trust Company
Nevada
$269K
DC
618
Davenport & Co
Virginia
$260K +$260K +3,065 New
SI
619
Stephens Inc
Arkansas
$258K -$161K -1,894 -38%
ZF
620
Zhang Financial
Michigan
$258K
EI
621
Ellevest Inc
New York
$258K +$42.5K +501 +20%
CGL
622
Clarius Group LLC
Washington
$257K +$4.07K +48 +2%
TI
623
Tidal Investments
Wisconsin
$256K +$37.9K +447 +17%
PCP
624
Proficio Capital Partners
Massachusetts
$255K +$6.68K +79 +3%
CCM
625
Cohen Capital Management
California
$254K