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State Street

814 hedge funds and large institutions have $24.1B invested in State Street in 2020 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 229 increasing their positions, 310 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+58
Holders Change %
+7.67%
% of All Funds
14.44%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
127
Increased
229
Reduced
310
Closed
59
Calls
$63.6M
Puts
$91.6M
Net Calls
-$28M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Shares
Change %
MF
626
Magnetar Financial
Illinois
$204K -$422K -5,788 -67%
JIC
627
Johnson Investment Counsel
Ohio
$202K +$202K +2,759 New
BFO
628
Boston Family Office
Massachusetts
$202K +$202K +2,775 New
MSFS
629
Main Street Financial Solutions
Pennsylvania
$202K +$202K +2,778 New
FTDI
630
First Trust Direct Indexing
Massachusetts
$202K +$202K +2,779 New
BF
631
BOK Financial
Oklahoma
$201K -$300K -4,131 -60%
RI
632
Ridgewood Investments
New Jersey
$201K
ICP
633
Interchange Capital Partners
Pennsylvania
$198K +$198K +2,729 New
S
634
SignatureFD
Georgia
$197K -$124K -1,694 -39%
CAPTRUST Financial Advisors
635
CAPTRUST Financial Advisors
North Carolina
$196K -$16.9K -230 -8%
HIIFS
636
Harel Insurance Investments & Financial Services
Israel
$195K +$112K +852 +135%
FCH
637
Freestone Capital Holdings
Washington
$185K +$44K +605 +31%
GAM
638
Guinness Asset Management
United Kingdom
$183K -$42.8K -590 -19%
FDCDDQ
639
Federation des caisses Desjardins du Quebec
Quebec, Canada
$182K +$169K +2,317 +1,239%
BG
640
Bollard Group
Massachusetts
$178K
HCM
641
Highlander Capital Management
New Jersey
$174K -$14.2K -196 -8%
DSC
642
Duncker Streett & Co
Missouri
$167K -$142K -1,955 -46%
KFI
643
Key Financial Inc
Pennsylvania
$165K +$165K +2,269 New
SBL
644
Sargent Bickham Lagudis
Colorado
$163K +$6.54K +90 +4%
JCM
645
Jacobi Capital Management
Pennsylvania
$159K +$7.13K +98 +5%
FMT
646
First Mercantile Trust
Tennessee
$148K -$3.07K -42 -2%
PA
647
Parallel Advisors
California
$147K -$108K -1,479 -42%
BAM
648
Belpointe Asset Management
Nevada
$144K +$144K +1,981 New
FHA
649
First Horizon Advisors
Tennessee
$142K -$12.7K -175 -8%
HBT
650
Hills Bank & Trust
Iowa
$141K