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State Street

893 hedge funds and large institutions have $30.9B invested in State Street in 2021 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 283 increasing their positions, 304 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
893
Holders Change
+59
Holders Change %
+7.07%
% of All Funds
13.79%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
132
Increased
283
Reduced
304
Closed
56
Calls
$285M
Puts
$298M
Net Calls
-$13.3M
Net Calls Change
-$24.1M
Name Holding Trade Value Shares
Change
Shares
Change %
PAMG
626
Patton Albertson Miller Group
Tennessee
$290K +$53.1K +571 +22%
HT
627
Heritage Trust
Oklahoma
$289K -$8.85K -95 -3%
NC
628
NinePointTwo Capital
California
$288K +$288K +3,106 New
BCM
629
Becker Capital Management
Oregon
$287K -$1.41M -15,192 -83%
ZF
630
Zhang Financial
Michigan
$284K +$931 +10 +0.3%
PCP
631
Proficio Capital Partners
Massachusetts
$283K +$2.51K +27 +0.9%
SC
632
Savant Capital
Illinois
$282K +$33.7K +362 +14%
CCM
633
Cohen Capital Management
California
$279K
WB
634
Webster Bank
Connecticut
$279K
RIG
635
Roosevelt Investment Group
New York
$279K +$279K +3,000 New
RCAG
636
Rehmann Capital Advisory Group
Michigan
$279K -$18.1K -195 -6%
SWK
637
Stephen W. Kidder
$276K -$58K -625 -17%
ESCM
638
Echo Street Capital Management
New York
$272K -$209K -2,256 -44%
JCM
639
Jacobi Capital Management
Pennsylvania
$272K +$21.8K +234 +9%
BWA
640
Burt Wealth Advisors
Maryland
$270K
SIA
641
Schechter Investment Advisors
Michigan
$269K +$269K +2,890 New
BFO
642
Boston Family Office
Massachusetts
$268K +$14.9K +160 +6%
MSFS
643
Main Street Financial Solutions
Pennsylvania
$267K +$7.82K +84 +3%
CA
644
Cornerstone Advisory
Maryland
$267K +$267K +2,874 New
VFA
645
Voya Financial Advisors
Connecticut
$266K -$1.96K -21 -0.7%
Manulife (Manufacturers Life Insurance)
646
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$266K -$3.97K -42,628 -1%
TI
647
Truehand Inc
New Hampshire
$265K
HH
648
Hilltop Holdings
Texas
$264K +$264K +2,835 New
DJSG
649
D.J. St. Germain
Massachusetts
$262K -$65.8K -707 -20%
FA
650
Financial Advisors
Massachusetts
$262K