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State Street

895 hedge funds and large institutions have $22.8B invested in State Street in 2023 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 309 increasing their positions, 321 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
895
Holders Change
+15
Holders Change %
+1.7%
% of All Funds
14.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
101
Increased
309
Reduced
321
Closed
68
Calls
$117M
Puts
$110M
Net Calls
+$7.17M
Net Calls Change
-$28.5M
Name Holding Trade Value Shares
Change
Shares
Change %
IAN
651
Integrated Advisors Network
Texas
$248K +$248K +3,283 New
NP
652
NorthRock Partners
Minnesota
$248K -$10.7K -142 -4%
AFCM
653
Applied Finance Capital Management
Puerto Rico
$246K +$20.2K +267 +9%
VFA
654
Voya Financial Advisors
Connecticut
$246K +$17.6K +235 +8%
HH
655
Hilltop Holdings
Texas
$246K
CII
656
Capital International Inc
California
$246K -$109K -1,441 -31%
KI
657
Kapitalo Investimentos
Brazil
$245K +$245K +3,232 New
BFC
658
Blue Fin Capital
Rhode Island
$244K -$3.68K -55 -1%
PTC
659
Private Trust Company
Ohio
$243K
NB
660
NBT Bank
New York
$241K
SFI
661
Siemens Fonds Invest
Germany
$239K -$2.95K -39 -1%
ZF
662
Zhang Financial
Michigan
$238K
JWM
663
Janiczek Wealth Management
Colorado
$237K -$6K -75 -2%
MC
664
Machina Capital
France
$234K +$234K +3,090 New
First Manhattan
665
First Manhattan
New York
$232K +$71.9K +950 +45%
FF
666
Fluent Financial
Texas
$232K -$12.1K -160 -5%
PWLP
667
Prio Wealth Limited Partnership
Massachusetts
$229K
SCP
668
Shorepoint Capital Partners
Massachusetts
$229K +$7.57K +100 +3%
CCM
669
Cohen Capital Management
California
$227K
WB
670
Webster Bank
Connecticut
$227K
SWP
671
Stratos Wealth Partners
Ohio
$226K +$6.28K +83 +3%
BWA
672
Burt Wealth Advisors
Maryland
$226K
PCMC
673
Paragon Capital Management (Colorado)
Colorado
$225K -$1.06K -14 -0.5%
HWM
674
HB Wealth Management
Georgia
$224K -$21.1K -279 -9%
CT
675
Clearstead Trust
Maine
$220K +$1.59K +21 +0.7%