STT icon

State Street

911 hedge funds and large institutions have $20.7B invested in State Street in 2024 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 318 increasing their positions, 331 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
+16
Holders Change %
+1.79%
% of All Funds
13.2%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
101
Increased
318
Reduced
331
Closed
77
Calls
$125M
Puts
$151M
Net Calls
-$25.8M
Net Calls Change
+$21.2M
Name Holding Trade Value Shares
Change
Shares
Change %
RMDI
701
R.M. Davis Inc
Maine
$220K -$43.8K -567 -17%
AG
702
Ascent Group
Virginia
$219K -$22.7K -293 -9%
WB
703
Webster Bank
Connecticut
$218K -$3.09K -40 -1%
FA
704
Financial Advisors
Massachusetts
$218K
SFA
705
Sequoia Financial Advisors
Ohio
$218K -$146K -1,894 -40%
UB
706
UMB Bank
Missouri
$215K -$11.9K -154 -5%
KIA
707
KCM Investment Advisors
California
$215K -$108K -1,401 -33%
LA
708
LM Advisors
California
$215K
PWPS
709
Pinnacle Wealth Planning Services
Ohio
$211K +$1.62K +21 +0.8%
FMII
710
Farmers & Merchants Investments Inc
Nebraska
$211K
CGL
711
Clarius Group LLC
Washington
$210K -$20.7K -268 -9%
BG
712
Bollard Group
Massachusetts
$208K +$1.86K +24 +0.9%
DJSG
713
D.J. St. Germain
Massachusetts
$208K
CIC
714
Carnegie Investment Counsel
Ohio
$207K -$785K -10,154 -79%
IWM
715
IHT Wealth Management
Illinois
$206K +$206K +2,660 New
PS
716
Principal Securities
Iowa
$205K +$22.8K +295 +13%
CK
717
Cohen Klingenstein
New York
$205K
SMA
718
Sage Mountain Advisors
Georgia
$202K +$202K +2,613 New
JIC
719
Johnson Investment Counsel
Ohio
$201K -$309K -3,990 -61%
GCIA
720
Gabelli & Co Investment Advisers
New York
$201K
CFM
721
Catalyst Funds Management
Australia
$201K +$201K +2,600 New
JWM
722
Janiczek Wealth Management
Colorado
$201K -$2.79K -36 -1%
DILIC
723
Dai-ichi Life Insurance Company
Japan
$200K
BTI
724
Blue Trust Inc
Georgia
$198K -$54.3K -702 -21%
BFEC
725
Benjamin F. Edwards & Company
Missouri
$184K -$4.32K -56 -2%