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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 %
KLWA
676
Kelly Lawrence W & Associates
California
$100K
PB
677
Pinnacle Bancorp
Nebraska
$99.6K
RTC
678
Riverview Trust Company
Washington
$92.2K
MPWT
679
MassMutual Private Wealth & Trust
Connecticut
$91.4K -$3.21K -48 -3%
ECM
680
Estabrook Capital Management
New York
$89.7K
CTC
681
Central Trust Company
Missouri
$86.8K +$201 +3 +0.2%
GRP
682
Global Retirement Partners
California
$86.2K -$3.35K -52 -4%
BCA
683
Bray Capital Advisors
Florida
$84.7K
CFG
684
CKW Financial Group
Hawaii
$84K
T
685
TOBAM
France
$84K +$2.35K +35 +3%
MCM
686
MV Capital Management
Maryland
$82.3K +$21K +313 +34%
AA
687
Alta Advisers
United Kingdom
$80.4K
BLC
688
Brown, Lisle/Cummings
Rhode Island
$77.7K
FFA
689
Farther Finance Advisors
California
$73.6K +$45.1K +673 +158%
BSB
690
Bangor Savings Bank
Maine
$72.3K
AGWCA
691
Annis Gardner Whiting Capital Advisors
Florida
$72.2K +$72.2K +1,067 New
CT
692
Cambridge Trust
Massachusetts
$72.1K -$25.1K -375 -26%
HI
693
Harbour Investments
Wisconsin
$71K -$201 -3 -0.3%
JFGIW
694
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$67.7K
JFA
695
JNBA Financial Advisors
Minnesota
$67.4K
SOW
696
State of Wyoming
Wyoming
$65.4K +$23.9K +357 +58%
DMBA
697
Deseret Mutual Benefit Administrators
Utah
$59.7K -$2.41K -36 -4%
BWP
698
Baldwin Wealth Partners
Massachusetts
$58.5K
SL
699
Savior LLC
Massachusetts
$57.4K +$469 +7 +0.8%
BFEC
700
Benjamin F. Edwards & Company
Missouri
$54K -$1.07K -16 -2%