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State Street

827 hedge funds and large institutions have $25.6B invested in State Street in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 271 increasing their positions, 309 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
-8
Holders Change %
-0.96%
% of All Funds
14.44%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
65
Increased
271
Reduced
309
Closed
67
Calls
$80M
Puts
$81.7M
Net Calls
-$1.71M
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
676
Manchester Capital Management
Vermont
$142K
KLWA
677
Kelly Lawrence W & Associates
California
$140K
LC
678
Lindbrook Capital
California
$140K +$88.5K +1,073 +172%
PFGIA
679
Patriot Financial Group Insurance Agency
Massachusetts
$136K +$495 +6 +0.4%
FMLI
680
Fukoku Mutual Life Insurance
Japan
$132K
PB
681
Pinnacle Bancorp
Nebraska
$131K
LS
682
Leelyn Smith
Illinois
$123K
VRM
683
Vectors Research Management
New York
$119K
BCA
684
Bray Capital Advisors
Florida
$112K -$24.6K -300 -18%
HI
685
Harbour Investments
Wisconsin
$111K -$13K -159 -11%
ECM
686
Estabrook Capital Management
New York
$110K
HCP
687
Hexagon Capital Partners
Arkansas
$108K +$2.87K +35 +3%
CTC
688
Central Trust Company
Missouri
$107K +$14.3K +175 +15%
Carson Wealth (CWM LLC)
689
Carson Wealth (CWM LLC)
Nebraska
$106K
FA
690
Fortis Advisors
Pennsylvania
$106K +$655 +8 +0.6%
GLLW
691
Graves Light Lenhart Wealth
Virginia
$104K
WT
692
Whittier Trust
California
$103K -$10.7K -130 -9%
SWM
693
Spire Wealth Management
Virginia
$95K +$21.4K +261 +29%
T
694
TOBAM
France
$94K
SNT
695
Security National Trust
West Virginia
$90K
MPWT
696
MassMutual Private Wealth & Trust
Connecticut
$89K -$1.82K -22 -2%
NO
697
Ninety One
South Africa
$87K +$7.26K +89 +9%
MAM
698
Marquette Asset Management
Minnesota
$86K
ED
699
Exane Derivatives
France
$85.2K +$5.69K +68 +7%
CFG
700
CKW Financial Group
Hawaii
$84K