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State Street

911 hedge funds and large institutions have $22.6B invested in State Street in 2024 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 277 increasing their positions, 373 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
+17
Holders Change %
+1.9%
% of All Funds
13.18%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
98
Increased
277
Reduced
373
Closed
74
Calls
$163M
Puts
$202M
Net Calls
-$39.1M
Net Calls Change
-$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
676
Waverly Advisors
Alabama
$249K -$5.31K -60 -2%
MAM
677
Mystic Asset Management
Rhode Island
$248K
AP
678
Adero Partners
California
$248K +$248K +2,800 New
CFO
679
Callan Family Office
Pennsylvania
$243K +$243K +2,744 New
RFC
680
Regions Financial Corp
Alabama
$242K -$15.4K -174 -6%
PWPS
681
Pinnacle Wealth Planning Services
Ohio
$242K -$1.24K -14 -0.5%
BG
682
Bollard Group
Massachusetts
$242K +$2.21K +25 +0.9%
SI
683
Stephens Inc
Arkansas
$241K -$3.36K -38 -1%
FMII
684
Farmers & Merchants Investments Inc
Nebraska
$241K -$442 -5 -0.2%
DJSG
685
D.J. St. Germain
Massachusetts
$238K
CIC
686
Carnegie Investment Counsel
Ohio
$237K +$237K +2,680 New
KIA
687
KCM Investment Advisors
California
$234K -$11.6K -131 -5%
CK
688
Cohen Klingenstein
New York
$234K +$234K +2,650 New
PI
689
PEAK6 Investments
Illinois
$233K -$101K -1,145 -30%
SA
690
SpiderRock Advisors
Delaware
$232K -$140K -1,577 -38%
DTC
691
Davidson Trust Company
Washington
$231K -$39.9K -451 -15%
PCIA
692
Prime Capital Investment Advisors
Kansas
$230K -$21.9K -247 -9%
CA
693
Cornerstone Advisory
Maryland
$227K +$227K +2,567 New
SP
694
Stablepoint Partners
Massachusetts
$226K +$226K +2,552 New
CAM
695
Cidel Asset Management
Ontario, Canada
$226K +$226K +2,550 New
RJT
696
Raymond James Trust
Florida
$226K +$226K +2,550 New
PCM
697
Parsons Capital Management
Rhode Island
$226K +$226K +2,549 New
VFA
698
Voya Financial Advisors
Connecticut
$225K -$58.1K -659 -21%
SWP
699
Stratos Wealth Partners
Ohio
$223K +$223K +2,522 New
JIC
700
Johnson Investment Counsel
Ohio
$222K +$222K +2,506 New