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State Street

773 hedge funds and large institutions have $20.6B invested in State Street in 2020 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 228 increasing their positions, 298 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+28
Holders Change %
+3.76%
% of All Funds
15.89%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
103
Increased
228
Reduced
298
Closed
70
Calls
$54.7M
Puts
$65.6M
Net Calls
-$10.9M
Net Calls Change
-$5.05M
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
726
Concourse Financial Group Securities
Alabama
$10K -$96.8K -1,578 -91%
KPW
727
Kore Private Wealth
New York
$10K -$4.97K -83 -33%
CHC
728
City Holding Co
West Virginia
$9K
SIC
729
Salem Investment Counselors
North Carolina
$8K
SL
730
Savior LLC
Massachusetts
$8K +$4.36K +72 +120%
MHR
731
Matthew Hamilton Rosenberg
$8K +$8K +129 New
SWA
732
Sutton Wealth Advisors
Florida
$7.75K +$318 +5 +4%
MWA
733
MFA Wealth Advisors
Pennsylvania
$7.05K +$7.05K +111 New
NICM
734
Neo Ivy Capital Management
New York
$7K -$33.2K -517 -83%
SFSIG
735
San Francisco Sentry Investment Group
California
$7K -$3.76K -59 -35%
TL
736
TrueWealth LLC
Georgia
$7K
CFO
737
CVA Family Office
Colorado
$7K
GWS
738
Glassman Wealth Services
Virginia
$7K +$2.62K +43 +60%
SIM
739
Sonora Investment Management
Arizona
$7K +$7K +104 New
CFD
740
Creative Financial Designs
Indiana
$7K +$7K +105 New
RA
741
Rational Advisors
New York
$7K +$7K +115 New
BFEC
742
Benjamin F. Edwards & Company
Missouri
$6K -$45.9K -781 -88%
EIP
743
Ellis Investment Partners
Pennsylvania
$6K
NSIM
744
North Star Investment Management
Illinois
$6K
KTC
745
Kistler-Tiffany Companies
Pennsylvania
$6K
TIM
746
Tortoise Investment Management
New York
$6K
FMP
747
Financial Management Professionals
Texas
$6K +$6K +87 New
BFIM
748
Beese Fulmer Investment Management
Ohio
$6K +$6K +100 New
PI
749
PEAK6 Investments
Illinois
$5K -$742K -12,471 -99%
FRA
750
Front Row Advisors
California
$5K