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State Street

827 hedge funds and large institutions have $25.6B invested in State Street in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 271 increasing their positions, 309 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
-8
Holders Change %
-0.96%
% of All Funds
14.44%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
65
Increased
271
Reduced
309
Closed
67
Calls
$80M
Puts
$81.7M
Net Calls
-$1.71M
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Shares
Change %
JFA
701
JNBA Financial Advisors
Minnesota
$83K
RTC
702
Riverview Trust Company
Washington
$82K
ETC
703
Exchange Traded Concepts
Oklahoma
$82K +$62.2K +754 +314%
TF
704
TimeScale Financial
Massachusetts
$71K +$414 +5 +0.6%
PCG
705
Private Capital Group
Connecticut
$71K +$2.17K +26 +3%
DAC
706
Dividend Assets Capital
South Carolina
$69K
FMB
707
Field & Main Bank
Kentucky
$69K +$2.05K +25 +3%
IRC
708
Investors Research Corp
Georgia
$66K
FHC
709
First Horizon Corporation
Tennessee
$57K
TFS
710
TrustCore Financial Services
Tennessee
$56K
ADL
711
Asset Dedication LLC
California
$55K +$4.33K +53 +9%
SOW
712
State of Wyoming
Wyoming
$54K -$6.72K -82 -11%
WBC
713
West Branch Capital
Massachusetts
$53K +$53K +650 New
HFA
714
HC Financial Advisors
California
$49K
MFM
715
MD Financial Management
Ontario, Canada
$49K
FF
716
FourThought Financial
Florida
$48K -$16.9K -206 -26%
PIM
717
Platinum Investment Management
Australia
$48K
GRP
718
Global Retirement Partners
California
$48K +$27K +328 +129%
CFGS
719
Concourse Financial Group Securities
Alabama
$47K +$1.17K +14 +3%
SAM
720
S.A. Mason
Michigan
$45K
TWA
721
TCI Wealth Advisors
Arizona
$42K +$2.77K +34 +7%
DAM
722
Delta Asset Management
Tennessee
$41K
CFO
723
CVA Family Office
Colorado
$37K +$4.99K +60 +16%
LWANC
724
Laurel Wealth Advisors (North Carolina)
North Carolina
$33K -$16.5K -200 -33%
FCA
725
FinTrust Capital Advisors
South Carolina
$33K -$8.27K -101 -20%