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State Street

837 hedge funds and large institutions have $21.1B invested in State Street in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 239 increasing their positions, 381 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
837
Holders Change
-58
Holders Change %
-6.48%
% of All Funds
13.2%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
58
Increased
239
Reduced
381
Closed
113
Calls
$96.9M
Puts
$188M
Net Calls
-$91.4M
Net Calls Change
-$98.6M
Name Holding Trade Value Shares
Change
Shares
Change %
NB
626
NBT Bank
New York
$230K -$2.93K -40 -1%
PWM
627
Peterson Wealth Management
Nevada
$228K +$33.2K +453 +17%
MWM
628
Modera Wealth Management
New Jersey
$228K +$31.6K +432 +16%
KPWS
629
Kestra Private Wealth Services
Texas
$228K +$30.7K +420 +16%
HT
630
Headlands Technologies
Illinois
$228K +$155K +2,114 +212%
AssetMark Inc
631
AssetMark Inc
California
$226K -$83.4K -1,140 -27%
EWA
632
EverSource Wealth Advisors
Alabama
$224K -$37.7K -515 -14%
PWLP
633
Prio Wealth Limited Partnership
Massachusetts
$221K
HAI
634
Hennessy Advisors Inc
California
$220K -$512K -7,000 -70%
CCM
635
Cohen Capital Management
California
$220K
BWA
636
Burt Wealth Advisors
Maryland
$219K
TBA
637
Tower Bridge Advisors
Pennsylvania
$218K -$402K -5,500 -65%
FDCDDQ
638
Federation des caisses Desjardins du Quebec
Quebec, Canada
$216K +$67.3K +919 +45%
PCM
639
Parsons Capital Management
Rhode Island
$216K +$216K +2,949 New
IAN
640
Integrated Advisors Network
Texas
$214K -$25.8K -352 -11%
VIA
641
Vident Investment Advisory
Georgia
$214K -$675K -9,286 -76%
CT
642
Clearstead Trust
Maine
$214K +$1.54K +21 +0.7%
SWP
643
Stratos Wealth Partners
Ohio
$214K -$5.12K -70 -2%
SFI
644
Siemens Fonds Invest
Germany
$213K -$17K -234 -7%
AG
645
Ascent Group
Virginia
$211K +$211K +2,905 New
WB
646
Webster Bank
Connecticut
$210K -$9.81K -134 -4%
FA
647
Financial Advisors
Massachusetts
$206K
WCWM
648
Willow Creek Wealth Management
California
$204K +$204K +2,784 New
CA
649
Cetera Advisors
Colorado
$202K -$51.4K -703 -20%
PWPS
650
Pinnacle Wealth Planning Services
Ohio
$201K -$1.83K -25 -0.9%