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State Street

835 hedge funds and large institutions have $26.7B invested in State Street in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 251 increasing their positions, 317 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+21
Holders Change %
+2.58%
% of All Funds
14.7%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
89
Increased
251
Reduced
317
Closed
64
Calls
$68.7M
Puts
$86.5M
Net Calls
-$17.8M
Net Calls Change
+$10.2M
Name Holding Trade Value Shares
Change
Shares
Change %
TF
676
Tompkins Financial
New York
$119K
WT
677
Whittier Trust
California
$116K -$177K -2,105 -60%
PA
678
Parallel Advisors
California
$116K -$54.2K -644 -32%
NICM
679
Neo Ivy Capital Management
New York
$116K +$116K +1,376 New
ECM
680
Estabrook Capital Management
New York
$113K
FA
681
Fortis Advisors
Pennsylvania
$108K +$672 +8 +0.6%
HCP
682
Hexagon Capital Partners
Arkansas
$107K -$2.42K -29 -2%
Carson Wealth (CWM LLC)
683
Carson Wealth (CWM LLC)
Nebraska
$106K
GLLW
684
Graves Light Lenhart Wealth
Virginia
$106K
T
685
TOBAM
France
$96K
CTC
686
Central Trust Company
Missouri
$95K -$29.8K -355 -24%
JWM
687
Janiczek Wealth Management
Colorado
$94K +$63.4K +757 +207%
SNT
688
Security National Trust
West Virginia
$92K
MPWT
689
MassMutual Private Wealth & Trust
Connecticut
$92K +$7.27K +87 +9%
MAM
690
Marquette Asset Management
Minnesota
$88K
JFA
691
JNBA Financial Advisors
Minnesota
$85K
RTC
692
Riverview Trust Company
Washington
$84K
CFG
693
CKW Financial Group
Hawaii
$84K
NO
694
Ninety One
South Africa
$83K -$23.8K -280 -22%
ED
695
Exane Derivatives
France
$79.9K +$79.9K +951 New
SWM
696
Spire Wealth Management
Virginia
$76K +$76K +899 New
TF
697
TimeScale Financial
Massachusetts
$72K +$507 +6 +0.7%
PCG
698
Private Capital Group
Connecticut
$70K -$34.7K -410 -33%
DAC
699
Dividend Assets Capital
South Carolina
$70K
FMB
700
Field & Main Bank
Kentucky
$68K +$68K +815 New