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State Street

834 hedge funds and large institutions have $18.3B invested in State Street in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 250 increasing their positions, 335 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
834
Holders Change
-3
Holders Change %
-0.36%
% of All Funds
13.3%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
75
Increased
250
Reduced
335
Closed
67
Calls
$141M
Puts
$193M
Net Calls
-$52.1M
Net Calls Change
+$39.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
651
Cohen Capital Management
California
$201K
BWA
652
Burt Wealth Advisors
Maryland
$200K
FDCDDQ
653
Federation des caisses Desjardins du Quebec
Quebec, Canada
$198K
CT
654
Clearstead Trust
Maine
$198K +$1.54K +23 +0.8%
UB
655
UMB Bank
Missouri
$196K +$24.8K +371 +15%
WB
656
Webster Bank
Connecticut
$192K
DJSG
657
D.J. St. Germain
Massachusetts
$180K
BG
658
Bollard Group
Massachusetts
$178K +$1.41K +21 +0.8%
UM
659
UniSuper Management
Australia
$174K
JWM
660
Janiczek Wealth Management
Colorado
$169K -$6.63K -99 -4%
TPCW
661
TD Private Client Wealth
New York
$162K +$10.5K +157 +7%
PA
662
Parallel Advisors
California
$160K +$9.71K +145 +6%
FHA
663
First Horizon Advisors
Tennessee
$153K +$8.04K +120 +6%
KFI
664
Key Financial Inc
Pennsylvania
$152K
QCG
665
Quadrant Capital Group
Ohio
$147K +$2.48K +37 +2%
First Manhattan
666
First Manhattan
New York
$145K +$6.83K +102 +5%
TFM
667
TFC Financial Management
Massachusetts
$141K -$469 -7 -0.3%
AF
668
Allworth Financial
California
$138K +$16.7K +250 +14%
BTI
669
Blue Trust Inc
Georgia
$131K +$2.78K +38 +2%
SIM
670
Sentry Investment Management
Wisconsin
$124K -$37.6K -561 -23%
PCM
671
Penserra Capital Management
California
$118K -$25K -379 -18%
SWM
672
Spire Wealth Management
Virginia
$114K +$81.1K +1,211 +245%
BWM
673
Baystate Wealth Management
Massachusetts
$113K +$30.1K +449 +36%
MCM
674
Manchester Capital Management
Vermont
$108K -$134 -2 -0.1%
HCP
675
Hexagon Capital Partners
Arkansas
$105K -$4.89K -73 -4%