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State Street

834 hedge funds and large institutions have $18.3B invested in State Street in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 250 increasing their positions, 335 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
834
Holders Change
-3
Holders Change %
-0.36%
% of All Funds
13.3%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
75
Increased
250
Reduced
335
Closed
67
Calls
$141M
Puts
$193M
Net Calls
-$52.1M
Net Calls Change
+$39.3M
Name Holding Trade Value Shares
Change
Shares
Change %
NIM
601
NEOS Investment Management
Connecticut
$250K +$250K +3,728 New
TAM
602
Tocqueville Asset Management
New York
$248K +$248K +3,706 New
CL
603
Choreo LLC
Illinois
$247K +$247K +3,647 New
HH
604
Hilltop Holdings
Texas
$246K +$6.03K +90 +3%
AIP
605
Ameritas Investment Partners
Nebraska
$246K -$19.3K -288 -7%
1832 Asset Management
606
1832 Asset Management
Ontario, Canada
$245K
BFC
607
Blue Fin Capital
Rhode Island
$244K
CS
608
Comerica Securities
Michigan
$244K
MSFS
609
Main Street Financial Solutions
Pennsylvania
$243K -$23.1K -345 -9%
BMWM
610
Brown Miller Wealth Management
Virginia
$243K
WP
611
WMS Partners
Maryland
$243K -$2.81K -42 -1%
PA
612
Profund Advisors
Maryland
$242K -$19.2K -287 -7%
ILI
613
Invesco LLC (Illinois)
Illinois
$241K
HCM
614
Howland Capital Management
Massachusetts
$238K
EI
615
Ellevest Inc
New York
$238K -$55K -821 -19%
FA
616
FDx Advisors
Illinois
$238K +$23.5K +351 +11%
HCMT
617
Highland Capital Management (Tennessee)
Tennessee
$234K
CCA
618
Checchi Capital Advisers
California
$233K -$7.3K -109 -3%
AssetMark Inc
619
AssetMark Inc
California
$233K +$25.7K +384 +12%
QOP
620
Quinn Opportunity Partners
Virginia
$233K
CI
621
Cigna Investments
Connecticut
$232K -$40K -598 -15%
GS
622
GTS Securities
New York
$232K +$232K +3,463 New
WT
623
Whittier Trust
California
$229K -$27.3K -408 -11%
FBC
624
Fairfield, Bush & Co
Connecticut
$228K
LI
625
LMCG Investments
Massachusetts
$228K