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State Street

894 hedge funds and large institutions have $20B invested in State Street in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 287 increasing their positions, 349 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
-17
Holders Change %
-1.87%
% of All Funds
13%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
78
Increased
287
Reduced
349
Closed
82
Calls
$120M
Puts
$136M
Net Calls
-$15.5M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Shares
Change %
NRS
601
Neville Rodie & Shaw
New York
$307K
EAM
602
Empirical Asset Management
Massachusetts
$307K -$148 -2 -0%
TCWM
603
Total Clarity Wealth Management
Illinois
$305K -$61.1K -825 -17%
TCOTS
604
Trust Company of the South
North Carolina
$305K
PWP
605
Private Wealth Partners
California
$302K -$37K -500 -11%
PSB
606
Piscataqua Savings Bank
New Hampshire
$301K
TAM
607
Trust Asset Management
Texas
$301K
NP
608
NorthRock Partners
Minnesota
$300K +$29K +392 +11%
FFM
609
Fullerton Fund Management
Singapore
$299K
BB
610
Busey Bank
Illinois
$299K -$3.92K -53 -1%
CCM
611
Coldstream Capital Management
Washington
$298K -$2.22K -30 -0.7%
SWRP
612
Summit Wealth & Retirement Planning
California
$298K
MFIM
613
Mesirow Financial Investment Management
Illinois
$292K
DCM
614
DGS Capital Management
New Jersey
$291K -$6.44K -87 -2%
BP
615
BBR Partners
New York
$289K
HAS
616
Horizon Advisory Services
New York
$286K +$518 +7 +0.2%
SAI
617
Systematic Alpha Investments
New Jersey
$281K
SP
618
Symmetry Partners
Connecticut
$281K
PI
619
PEAK6 Investments
Illinois
$280K +$193K +2,614 +225%
GIA
620
GHP Investment Advisors
Colorado
$279K -$6.22K -84 -2%
BL
621
BFSG LLC
California
$279K -$27.4K -370 -9%
NSB
622
Norway Savings Bank
Maine
$279K -$20.4K -275 -7%
ESB
623
Essex Savings Bank
Connecticut
$274K -$14.8K -200 -5%
HH
624
Hilltop Holdings
Texas
$272K -$2.07K -28 -0.8%
LAM
625
L2 Asset Management
Massachusetts
$271K +$48K +649 +22%