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State Street

834 hedge funds and large institutions have $18.3B invested in State Street in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 250 increasing their positions, 335 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
834
Holders Change
-3
Holders Change %
-0.36%
% of All Funds
13.3%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
75
Increased
250
Reduced
335
Closed
67
Calls
$141M
Puts
$193M
Net Calls
-$52.1M
Net Calls Change
+$39.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CFFP
701
Center for Financial Planning
Michigan
$53.6K
IRC
702
Investors Research Corp
Georgia
$53.6K
CB
703
Community Bank
New York
$53.6K
LC
704
Lindbrook Capital
California
$52.9K -$80K -1,194 -60%
IA
705
IFP Advisors
Florida
$52K +$2.88K +43 +6%
PO
706
Private Ocean
California
$50.7K
SIS
707
Strategic Investment Solutions
Illinois
$48.5K +$47.7K +682 +6,200%
SS
708
Sunbelt Securities
Texas
$46K -$10K -150 -18%
TWC
709
TD Waterhouse Canada
Ontario, Canada
$45.3K -$77.7K -858 -63%
BONH
710
Bank of New Hampshire
New Hampshire
$44.5K -$21.8K -325 -33%
WBC
711
West Branch Capital
Massachusetts
$43.5K
QC
712
Quent Capital
New York
$42.2K -$1.47K -22 -3%
Loomis, Sayles & Company
713
Loomis, Sayles & Company
Massachusetts
$42K +$1.99K +30 +5%
ADL
714
Asset Dedication LLC
California
$41K
C
715
Covestor
United Kingdom
$41K +$5.74K +86 +16%
GFPC
716
Global Financial Private Client
Florida
$39.7K
FMB
717
Field & Main Bank
Kentucky
$38.5K +$1.67K +25 +5%
SCM
718
Silvant Capital Management
Georgia
$37.1K
SAM
719
S.A. Mason
Michigan
$36.8K
TF
720
Tompkins Financial
New York
$35.5K +$6.7K +100 +23%
DA
721
Denali Advisors
California
$34.2K -$335 -5 -1%
DSC
722
Duncker Streett & Co
Missouri
$33.5K -$60.3K -900 -64%
GWM
723
Geneos Wealth Management
Colorado
$33.3K -$65.1K -972 -66%
CSB
724
City State Bank
Iowa
$33K
GWS
725
Glassman Wealth Services
Virginia
$32.2K -$2.28K -34 -7%