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State Street

814 hedge funds and large institutions have $24.1B invested in State Street in 2020 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 229 increasing their positions, 310 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+58
Holders Change %
+7.67%
% of All Funds
14.44%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
127
Increased
229
Reduced
310
Closed
59
Calls
$63.6M
Puts
$91.6M
Net Calls
-$28M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Shares
Change %
AFG
701
Albion Financial Group
Utah
$44K +$44K +600 New
SAM
702
S.A. Mason
Michigan
$40K
FCA
703
FinTrust Capital Advisors
South Carolina
$38K
PHK
704
Point72 Hong Kong
Hong Kong
$38K +$38K +525 New
DAM
705
Delta Asset Management
Tennessee
$36K
FWM
706
FSA Wealth Management
Massachusetts
$36K +$36K +500 New
M
707
MOTCO
Texas
$34K -$26.5K -368 -44%
APP
708
Alpha Paradigm Partners
Illinois
$34K +$34K +473 New
VFA
709
Valeo Financial Advisors
Indiana
$33K -$25.8K -357 -44%
NIM
710
NuWave Investment Management
New Jersey
$32K -$57.7K -793 -64%
CAL
711
Capital Analysts LLC
Pennsylvania
$29K
OSNBOA
712
Old Second National Bank of Aurora
Illinois
$29K
AF
713
Arrow Financial
New York
$28K -$17.5K -237 -38%
PFBT
714
Parkside Financial Bank & Trust
Missouri
$28K +$501 +7 +2%
TWA
715
TCI Wealth Advisors
Arizona
$27K -$5.82K -81 -18%
ZB
716
Zions Bancorporation
Utah
$27K -$2.47K -34 -8%
BWP
717
Baldwin Wealth Partners
Massachusetts
$27K
JWA
718
JFS Wealth Advisors
Pennsylvania
$27K
GAM
719
Gemmer Asset Management
California
$27K
JWM
720
Janiczek Wealth Management
Colorado
$27K +$22K +297 +437%
PWPS
721
Pinnacle Wealth Planning Services
Ohio
$26K +$26K +368 New
HFA
722
Hoover Financial Advisors
Pennsylvania
$25K +$25K +316 New
ADIM
723
Alpha DNA Investment Management
Maryland
$25K +$25K +347 New
PK
724
Pflug Koory
Nebraska
$24K
PA
725
Perennial Advisors
New York
$24K +$24K +323 New