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State Street

825 hedge funds and large institutions have $19.9B invested in State Street in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 283 increasing their positions, 293 reducing their positions, and 68 closing their positions.

Holders
825
Holders Change
-9
Holders Change %
-1.08%
% of All Funds
14.27%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
66
Increased
283
Reduced
293
Closed
68
Calls
$75.4M
Puts
$46.8M
Net Calls
+$28.6M
Net Calls Change
+$25M
Name Market Value Shares Shares
Change
Shares
Change %
AA
676
Alta Advisers
United Kingdom
$73K 1,200 +1,200 New
MPWT
677
MassMutual Private Wealth & Trust
Connecticut
$71K 1,174 +260 +28%
BLC
678
Brown, Lisle/Cummings
Rhode Island
$70.5K 1,160
C
679
Covestor
United Kingdom
$69K 1,134 +368 +48%
BSB
680
Bangor Savings Bank
Maine
$68K 1,121
HI
681
Harbour Investments
Wisconsin
$68K 1,098
DCM
682
Dupont Capital Management
Delaware
$67K 1,102 -273 -20%
MAM
683
Marquette Asset Management
Minnesota
$64K 1,047
LPP
684
Life Planning Partners
Florida
$62.4K 1,026
BFPW
685
BOK Financial Private Wealth
Colorado
$61K 1,000
JFA
686
JNBA Financial Advisors
Minnesota
$61K 1,006
MAM
687
Magellan Asset Management
Australia
$58K 962
Capstone Investment Advisors
688
Capstone Investment Advisors
New York
$57K 940 +940 New
FMB
689
Field & Main Bank
Kentucky
$56K 915
CFO
690
CVA Family Office
Colorado
$56K 920 +130 +16%
TF
691
TimeScale Financial
Massachusetts
$54K 886 +7 +0.8%
QC
692
Quent Capital
New York
$52K 858 +217 +34%
SL
693
Savior LLC
Massachusetts
$50K 828 +828 New
CFFP
694
Center for Financial Planning
Michigan
$49K 800
IRC
695
Investors Research Corp
Georgia
$49K 800
Lazard Asset Management
696
Lazard Asset Management
New York
$48K 806 -1,150 -59%
Loomis, Sayles & Company
697
Loomis, Sayles & Company
Massachusetts
$43K 703 +598 +570%
TFS
698
TrustCore Financial Services
Tennessee
$41K 677
WBC
699
West Branch Capital
Massachusetts
$40K 650
EW
700
Evoke Wealth
California
$40K 644 +18 +3%