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State Street

911 hedge funds and large institutions have $20.7B invested in State Street in 2024 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 318 increasing their positions, 331 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
+16
Holders Change %
+1.79%
% of All Funds
13.2%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
101
Increased
318
Reduced
331
Closed
77
Calls
$125M
Puts
$151M
Net Calls
-$25.8M
Net Calls Change
+$21.2M
Name Holding Trade Value Shares
Change
Shares
Change %
RZH
676
Relyea Zuckerberg Hanson
Connecticut
$251K +$41.4K +536 +20%
VFA
677
Voya Financial Advisors
Connecticut
$249K +$461 +6 +0.2%
FBC
678
Fairfield, Bush & Co
Connecticut
$248K -$15.5K -200 -6%
SCA
679
Snowden Capital Advisors
New York
$247K +$247K +3,165 New
CI
680
Cigna Investments
Connecticut
$246K -$5.79K -75 -2%
PTC
681
Private Trust Company
Ohio
$244K -$1.39K -18 -0.6%
MWM
682
Modera Wealth Management
New Jersey
$242K +$242K +3,127 New
KPWS
683
Kestra Private Wealth Services
Texas
$242K +$19.5K +252 +9%
FM
684
Foster & Motley
Ohio
$241K
AEPWM
685
Atlantic Edge Private Wealth Management
Florida
$240K
DTC
686
Davidson Trust Company
Washington
$240K +$36K +466 +18%
ANTB
687
AMG National Trust Bank
Colorado
$240K -$23.2K -300 -9%
RFC
688
Regions Financial Corp
Alabama
$239K -$8.66K -112 -3%
EI
689
Ellevest Inc
New York
$233K -$42.9K -555 -16%
LAM
690
L2 Asset Management
Massachusetts
$233K +$233K +3,008 New
CCFCSB
691
Cape Cod Five Cents Savings Bank
Massachusetts
$232K -$5.72K -74 -2%
CCM
692
Cohen Capital Management
California
$232K
PT
693
Plimoth Trust
Massachusetts
$232K -$25.9K -335 -10%
CT
694
Clearstead Trust
Maine
$232K +$928 +12 +0.4%
WA
695
Waverly Advisors
Alabama
$226K +$226K +2,926 New
SWP
696
Stratos Wealth Partners
Ohio
$225K -$3.25K -42 -1%
XT
697
XTX Topco
Cayman Islands
$225K +$225K +2,904 New
PPWP
698
Premier Path Wealth Partners
New Jersey
$224K +$155 +2 +0.1%
CCA
699
Cobblestone Capital Advisors
New York
$223K -$108K -1,400 -33%
FPAS
700
Focus Partners Advisor Solutions
Missouri
$220K +$220K +2,851 New