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State Street

895 hedge funds and large institutions have $20.8B invested in State Street in 2023 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 238 increasing their positions, 379 reducing their positions, and 54 closing their positions.

Holders
895
Holders Change
+61
Holders Change %
+7.31%
% of All Funds
13.12%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
127
Increased
238
Reduced
379
Closed
54
Calls
$117M
Puts
$164M
Net Calls
-$47M
Net Calls Change
+$5.06M
Name Market Value Shares Shares
Change
Shares
Change %
AG
676
Ascent Group
Virginia
$230K 3,124 +69 +2%
SWP
677
Stratos Wealth Partners
Ohio
$228K 2,949 -51 -2%
PCM
678
Parsons Capital Management
Rhode Island
$228K 2,949 +2,949 New
UB
679
UMB Bank
Missouri
$228K 2,938 +12 +0.4%
ILI
680
Invesco LLC (Illinois)
Illinois
$227K 2,929 -670 -19%
KPWS
681
Kestra Private Wealth Services
Texas
$222K 2,872 -201 -7%
WB
682
Webster Bank
Connecticut
$222K 2,864
FRM
683
Fox Run Management
Connecticut
$221K 2,855 -17,224 -86%
FA
684
Financial Advisors
Massachusetts
$218K 2,820 +2,820 New
BTI
685
Blue Trust Inc
Georgia
$218K 3,266 +1,475 +82%
PPWP
686
Premier Path Wealth Partners
New Jersey
$216K 2,890 +2,890 New
LA
687
LM Advisors
California
$215K 2,777 +2,777 New
FMII
688
Farmers & Merchants Investments Inc
Nebraska
$212K 2,731 -1,000 -27%
PCIA
689
Prime Capital Investment Advisors
Kansas
$211K 2,722 +2,722 New
PWPS
690
Pinnacle Wealth Planning Services
Ohio
$210K 2,713 +2,713 New
RZH
691
Relyea Zuckerberg Hanson
Connecticut
$210K 2,705 +2,705 New
EC
692
Elequin Capital
New York
$209K 2,697 +2,697 New
DJSG
693
D.J. St. Germain
Massachusetts
$208K 2,689
HTC
694
Haverford Trust Company
Pennsylvania
$207K 2,677 +2,677 New
BG
695
Bollard Group
Massachusetts
$206K 2,661 +8 +0.3%
KCM
696
Kathmere Capital Management
Pennsylvania
$205K 2,652 +2,652 New
CK
697
Cohen Klingenstein
New York
$205K 2,650 +2,650 New
RJT
698
Raymond James Trust
Florida
$204K 2,636 -702 -21%
DTC
699
Davidson Trust Company
Washington
$204K 2,636 +2,636 New
JWM
700
Janiczek Wealth Management
Colorado
$204K 2,629 +106 +4%