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State Street

827 hedge funds and large institutions have $25.6B invested in State Street in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 271 increasing their positions, 309 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
-8
Holders Change %
-0.96%
% of All Funds
14.44%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
65
Increased
271
Reduced
309
Closed
67
Calls
$80M
Puts
$81.7M
Net Calls
-$1.71M
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Shares
Change %
DP
651
Dearborn Partners
Illinois
$211K
MAM
652
MMA Asset Management
Pennsylvania
$211K +$11.4K +139 +6%
BHWM
653
Bar Harbor Wealth Management
New Hampshire
$210K -$4.19K -51 -2%
FCH
654
Freestone Capital Holdings
Washington
$209K -$12K -146 -5%
EI
655
Ellevest Inc
New York
$209K +$38.1K +463 +22%
FMWA
656
Forvis Mazars Wealth Advisors
Missouri
$209K +$209K +2,540 New
PCM
657
Parsons Capital Management
Rhode Island
$206K
FDCDDQ
658
Federation des caisses Desjardins du Quebec
Quebec, Canada
$206K
BG
659
Bollard Group
Massachusetts
$202K +$1.23K +15 +0.6%
BFM
660
Boothbay Fund Management
New York
$202K +$202K +2,453 New
HCM
661
Highlander Capital Management
New Jersey
$198K +$247 +3 +0.1%
JCM
662
Jacobi Capital Management
Pennsylvania
$194K +$9.29K +113 +5%
DSC
663
Duncker Streett & Co
Missouri
$189K
JWM
664
Janiczek Wealth Management
Colorado
$186K +$93.5K +1,133 +101%
SBL
665
Sargent Bickham Lagudis
Colorado
$185K
BCA
666
Berman Capital Advisors
Georgia
$183K +$21.1K +257 +13%
SLF
667
Sun Life Financial
Ontario, Canada
$174K -$22.1K -269 -11%
FHA
668
First Horizon Advisors
Tennessee
$160K
FMT
669
First Mercantile Trust
Tennessee
$159K -$20.3K -248 -11%
PA
670
Parallel Advisors
California
$159K +$45.4K +550 +40%
MAM
671
Meeder Asset Management
Ohio
$153K -$260K -3,160 -63%
TCOV
672
Trust Company of Vermont
Vermont
$153K +$19.3K +235 +14%
QCG
673
Quadrant Capital Group
Ohio
$150K +$13.2K +160 +10%
BAM
674
Belpointe Asset Management
Nevada
$149K +$1.65K +20 +1%
HBT
675
Hills Bank & Trust
Iowa
$148K