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State Street

834 hedge funds and large institutions have $28B invested in State Street in 2021 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 295 increasing their positions, 291 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
834
Holders Change
+7
Holders Change %
+0.85%
% of All Funds
14.65%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.23%
New
67
Increased
295
Reduced
291
Closed
53
Calls
$133M
Puts
$122M
Net Calls
+$10.8M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
651
Integrated Wealth Concepts
Massachusetts
$224K +$6K +71 +3%
FHA
652
First Horizon Advisors
Tennessee
$223K +$58.2K +690 +35%
BCA
653
Berman Capital Advisors
Georgia
$222K +$34.4K +408 +18%
BFM
654
Boston Financial Management
Massachusetts
$222K +$222K +2,617 New
OPS
655
Orion Portfolio Solutions
Nebraska
$220K -$8.23K -97 -4%
MAM
656
MMA Asset Management
Pennsylvania
$217K
DP
657
Dearborn Partners
Illinois
$217K
PAMG
658
Patton Albertson Miller Group
Tennessee
$216K +$216K +2,547 New
BHWM
659
Bar Harbor Wealth Management
New Hampshire
$215K -$2.12K -25 -1%
CC
660
Constitution Capital
Connecticut
$212K +$212K +2,500 New
FDCDDQ
661
Federation des caisses Desjardins du Quebec
Quebec, Canada
$212K
PCM
662
Parsons Capital Management
Rhode Island
$210K -$1.27K -15 -0.6%
BG
663
Bollard Group
Massachusetts
$210K +$1.27K +15 +0.6%
PCMC
664
Paragon Capital Management (Colorado)
Colorado
$207K +$207K +2,444 New
HFAS
665
Hummer Financial Advisory Services
Illinois
$205K +$205K +2,400 New
HCM
666
Highlander Capital Management
New Jersey
$204K +$254 +3 +0.1%
SCM
667
Shelton Capital Management
Colorado
$204K +$204K +2,406 New
HI
668
Horizon Investments
North Carolina
$203K +$203K +2,396 New
FA
669
FDx Advisors
Illinois
$202K -$178K -2,092 -47%
SWP
670
Stratos Wealth Partners
Ohio
$202K +$202K +2,384 New
MAM
671
Meeder Asset Management
Ohio
$201K +$43.4K +512 +28%
DMBA
672
Deseret Mutual Benefit Administrators
Utah
$195K -$61.7K -728 -24%
DSC
673
Duncker Streett & Co
Missouri
$195K
KFI
674
Key Financial Inc
Pennsylvania
$192K -$77.8K -920 -29%
SBL
675
Sargent Bickham Lagudis
Colorado
$190K