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State Street

756 hedge funds and large institutions have $19.5B invested in State Street in 2020 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 235 increasing their positions, 298 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-17
Holders Change %
-2.2%
% of All Funds
15.29%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
71
Increased
235
Reduced
298
Closed
81
Calls
$44.5M
Puts
$61.5M
Net Calls
-$17M
Net Calls Change
-$6.09M
Name Holding Trade Value Shares
Change
Shares
Change %
ARMC
701
American Research & Management Company
Massachusetts
$10K
OC
702
Oakworth Capital
Alabama
$10K
CBT
703
Central Bank & Trust
Kentucky
$10K
CHC
704
City Holding Co
West Virginia
$9K
CSPIA
705
Cary Street Partners Investment Advisory
Virginia
$9K +$9K +150 New
CA
706
Crewe Advisors
Utah
$9K +$9K +154 New
SIC
707
Salem Investment Counselors
North Carolina
$8K
SL
708
Savior LLC
Massachusetts
$8K
MHR
709
Matthew Hamilton Rosenberg
$8K +$62 +1 +0.8%
SWA
710
Sutton Wealth Advisors
Florida
$7.24K
EW
711
Evoke Wealth
California
$7K -$11.5K -180 -62%
CFO
712
CVA Family Office
Colorado
$7K
GWS
713
Glassman Wealth Services
Virginia
$7K +$455 +8 +7%
SIM
714
Sonora Investment Management
Arizona
$6K
CFD
715
Creative Financial Designs
Indiana
$6K
NSIM
716
North Star Investment Management
Illinois
$6K
TIM
717
Tortoise Investment Management
New York
$6K
HDIM
718
Hanson & Doremus Investment Management
Vermont
$6K +$6K +97 New
RA
719
Rational Advisors
New York
$5K -$2.37K -37 -32%
BFEC
720
Benjamin F. Edwards & Company
Missouri
$5K -$930 -16 -16%
FMP
721
Financial Management Professionals
Texas
$5K
EIP
722
Ellis Investment Partners
Pennsylvania
$5K
SCM
723
Silvant Capital Management
Georgia
$5K
KTC
724
Kistler-Tiffany Companies
Pennsylvania
$5K
WPA
725
West Paces Advisors
Georgia
$4.75K -$14.2K -240 -75%