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State Street

911 hedge funds and large institutions have $22.6B invested in State Street in 2024 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 277 increasing their positions, 373 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
+17
Holders Change %
+1.9%
% of All Funds
13.18%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
98
Increased
277
Reduced
373
Closed
74
Calls
$163M
Puts
$202M
Net Calls
-$39.1M
Net Calls Change
-$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
DP
701
Dearborn Partners
Illinois
$221K +$221K +2,500 New
GI
702
GAMMA Investing
California
$221K +$58.5K +661 +36%
CGL
703
Clarius Group LLC
Washington
$218K +$218K +2,468 New
KWM
704
Kingsview Wealth Management
Oregon
$217K +$217K +2,456 New
BWP
705
Balboa Wealth Partners
Arizona
$216K +$216K +2,438 New
FRA
706
Frank Rimerman Advisors
California
$216K +$216K +2,436 New
AF
707
Allworth Financial
California
$215K +$16.4K +185 +8%
JWBC
708
J.W. Burns & Co
New York
$212K +$212K +2,400 New
HFAS
709
Hummer Financial Advisory Services
Illinois
$212K +$212K +2,400 New
MG
710
Mather Group
Illinois
$211K +$68.7K +777 +48%
TC
711
TwinBeech Capital
New York
$210K +$210K +2,377 New
BRWA
712
B. Riley Wealth Advisors
Florida
$209K +$209K +2,376 New
MF
713
Magnetar Financial
Illinois
$208K -$1.2M -13,534 -85%
VCAM
714
Van Cleef Asset Management
Ohio
$208K +$208K +2,350 New
CIP
715
Capital Insight Partners
Arizona
$206K -$68.6K -775 -25%
LA
716
LM Advisors
California
$206K +$206K +2,330 New
WP
717
WMS Partners
Maryland
$205K -$116K -1,309 -36%
FCFC
718
First Commonwealth Financial Corp
Pennsylvania
$205K +$205K +2,319 New
DWA
719
Douglass Winthrop Advisors
New York
$204K +$204K +2,303 New
NB
720
NBT Bank
New York
$202K +$197K +2,223 +4,042%
KFI
721
Key Financial Inc
Pennsylvania
$201K +$619 +7 +0.3%
AFG
722
Argent Financial Group
Louisiana
$201K +$201K +2,268 New
FHA
723
First Horizon Advisors
Tennessee
$199K -$973 -11 -0.5%
CCA
724
Catalyst Capital Advisors
New York
$198K +$198K +2,233 New
UB
725
UMB Bank
Missouri
$196K -$15.3K -173 -7%