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State Street

911 hedge funds and large institutions have $20.7B invested in State Street in 2024 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 318 increasing their positions, 331 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
+16
Holders Change %
+1.79%
% of All Funds
13.2%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
101
Increased
318
Reduced
331
Closed
77
Calls
$125M
Puts
$151M
Net Calls
-$25.8M
Net Calls Change
+$21.2M
Name Holding Trade Value Shares
Change
Shares
Change %
JGGDR
651
JGP Global Gestao de Recursos
Brazil
$288K +$288K +3,723 New
HH
652
Hilltop Holdings
Texas
$287K -$6.5K -84 -2%
NP
653
NorthRock Partners
Minnesota
$285K -$20.2K -260 -7%
MFG
654
Merit Financial Group
Georgia
$284K +$284K +3,812 New
WP
655
WMS Partners
Maryland
$281K
1832 Asset Management
656
1832 Asset Management
Ontario, Canada
$278K -$4.41K -57 -2%
NB
657
Northwest Bancshares
Pennsylvania
$277K
BFG
658
Beacon Financial Group
Texas
$276K -$44.3K -573 -14%
BFC
659
Blue Fin Capital
Rhode Island
$275K -$5.26K -68 -2%
SWK
660
Stephen W. Kidder
$274K -$9.67K -125 -3%
HCMT
661
Highland Capital Management (Tennessee)
Tennessee
$271K
QOP
662
Quinn Opportunity Partners
Virginia
$269K
MIC
663
Means Investment Company
Maine
$268K +$2.4K +31 +0.9%
AIP
664
Ameritas Investment Partners
Nebraska
$265K
SPFA
665
Summit Place Financial Advisors
New Jersey
$264K -$2.21M -28,576 -89%
SFI
666
Siemens Fonds Invest
Germany
$263K -$12K -155 -4%
PSC
667
Portman Square Capital
United Kingdom
$263K +$263K +3,395 New
BWA
668
Burt Wealth Advisors
Maryland
$262K +$30.9K +400 +13%
LSAG
669
Lake Street Advisors Group
New Hampshire
$262K +$8.5K +109 +3%
MAM
670
Mystic Asset Management
Rhode Island
$259K +$259K +3,350 New
BFA
671
Beaumont Financial Advisors
Massachusetts
$257K
MIS
672
Morningstar Investment Services
Illinois
$256K -$489K -6,355 -66%
PWM
673
Perigon Wealth Management
California
$252K +$5.8K +75 +2%
ZF
674
Zhang Financial
Michigan
$251K
BMWM
675
Brown Miller Wealth Management
Virginia
$251K