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State Street

756 hedge funds and large institutions have $19.5B invested in State Street in 2020 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 235 increasing their positions, 298 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-17
Holders Change %
-2.2%
% of All Funds
15.29%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
71
Increased
235
Reduced
298
Closed
81
Calls
$44.5M
Puts
$61.5M
Net Calls
-$17M
Net Calls Change
-$6.09M
Name Holding Trade Value Shares
Change
Shares
Change %
TF
651
TimeScale Financial
Massachusetts
$49K +$408 +7 +0.8%
VFA
652
Valeo Financial Advisors
Indiana
$48K -$5.49K -93 -10%
IRC
653
Investors Research Corp
Georgia
$47K
ST
654
Smithfield Trust
Pennsylvania
$40K -$12.5K -208 -24%
LC
655
Lindbrook Capital
California
$40K -$10.3K -175 -21%
TFS
656
TrustCore Financial Services
Tennessee
$40K
IA
657
IFP Advisors
Florida
$40K +$4.83K +81 +14%
FHC
658
First Horizon Corporation
Tennessee
$39K +$39K +669 New
SIAS
659
Shine Investment Advisory Services
Colorado
$38K
AF
660
Arrow Financial
New York
$37K -$10.5K -175 -22%
ADL
661
Asset Dedication LLC
California
$37K
HIIFS
662
Harel Insurance Investments & Financial Services
Israel
$37K +$37K +629 New
SAM
663
S.A. Mason
Michigan
$33K
PCM
664
Penserra Capital Management
California
$32K -$586K -9,969 -95%
PCG
665
Private Capital Group
Connecticut
$32K +$17.3K +286 +117%
IBOK
666
Independence Bank of Kentucky
Kentucky
$30K -$57K -950 -66%
DAM
667
Delta Asset Management
Tennessee
$30K
TWA
668
TCI Wealth Advisors
Arizona
$27K -$354 -6 -1%
SGAM
669
Smith Group Asset Management
Texas
$26K +$11.1K +190 +74%
BCWM
670
Bartlett & Co Wealth Management
Ohio
$25.3K
BC
671
Bartlett & Co
Ohio
$25K
OSNBOA
672
Old Second National Bank of Aurora
Illinois
$24K
CAL
673
Capital Analysts LLC
Pennsylvania
$24K
ZB
674
Zions Bancorporation
Utah
$24K
PFBT
675
Parkside Financial Bank & Trust
Missouri
$23K +$60 +1 +0.3%