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State Street

870 hedge funds and large institutions have $29.3B invested in State Street in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 308 increasing their positions, 298 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
870
Holders Change
-23
Holders Change %
-2.58%
% of All Funds
13.77%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.14%
New
68
Increased
308
Reduced
298
Closed
81
Calls
$124M
Puts
$64.3M
Net Calls
+$59.6M
Net Calls Change
+$72.9M
Name Holding Trade Value Shares
Change
Shares
Change %
MNBTD
651
Moody National Bank Trust Division
Texas
$225K -$5.5K -63 -2%
BFM
652
Boston Financial Management
Massachusetts
$225K -$1.13K -13 -0.5%
RPCONE
653
Retirement Planning Company of New England
Rhode Island
$222K +$174 +2 +0.1%
RG
654
Rathbones Group
United Kingdom
$222K +$222K +2,550 New
FDCDDQ
655
Federation des caisses Desjardins du Quebec
Quebec, Canada
$218K
SI
656
Stephens Inc
Arkansas
$218K -$19.3K -221 -8%
DP
657
Dearborn Partners
Illinois
$218K
LGF
658
LGT Group Foundation
Liechtenstein
$218K
BG
659
Bollard Group
Massachusetts
$218K +$1.13K +13 +0.5%
PCMC
660
Paragon Capital Management (Colorado)
Colorado
$218K +$7.16K +82 +3%
Carson Wealth (CWM LLC)
661
Carson Wealth (CWM LLC)
Nebraska
$218K +$52.1K +599 +31%
BCM
662
Becker Capital Management
Oregon
$216K -$53.2K -609 -20%
PCM
663
Parsons Capital Management
Rhode Island
$216K
AWM
664
Angeles Wealth Management
California
$214K +$214K +2,453 New
PCP
665
Proficio Capital Partners
Massachusetts
$213K -$51.9K -596 -20%
RFN
666
Redwood Financial Network
Ohio
$212K +$212K +2,436 New
SWP
667
Stratos Wealth Partners
Ohio
$211K +$4.61K +53 +2%
HFAS
668
Hummer Financial Advisory Services
Illinois
$210K
HCM
669
Highlander Capital Management
New Jersey
$210K +$261 +3 +0.1%
MC
670
Middleton & Co
Massachusetts
$208K -$69.8K -800 -25%
DTC
671
Davidson Trust Company
Washington
$207K -$30.1K -345 -13%
CWP
672
Capital Wealth Planning
Florida
$207K
LNC
673
Lincoln National Corp
Pennsylvania
$207K +$1.22K +14 +0.6%
SS
674
Simplicity Solutions
Minnesota
$206K -$200K -2,296 -49%
BHWM
675
Bar Harbor Wealth Management
New Hampshire
$206K