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State Street

814 hedge funds and large institutions have $24.1B invested in State Street in 2020 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 229 increasing their positions, 310 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+58
Holders Change %
+7.67%
% of All Funds
14.44%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
127
Increased
229
Reduced
310
Closed
59
Calls
$63.6M
Puts
$91.6M
Net Calls
-$28M
Net Calls Change
-$11M
Name Holding Trade Value Shares
Change
Shares
Change %
FMTCOCP
751
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K -$8.31K -115 -39%
FQ
752
First Quadrant
California
$13K
ARMC
753
American Research & Management Company
Massachusetts
$13K
CBT
754
Central Bank & Trust
Kentucky
$13K
EA
755
Elm Advisors
California
$13K +$13K +175 New
AIG
756
American International Group
New York
$10.2K -$80 -1,101 -0.8%
SL
757
Savior LLC
Massachusetts
$10K
MHR
758
Matthew Hamilton Rosenberg
$10K +$76 +1 +0.8%
AWG
759
Altus Wealth Group
Colorado
$10K +$10K +140 New
TAM
760
Tucker Asset Management
Colorado
$9.97K +$9.97K +137 New
SWA
761
Sutton Wealth Advisors
Florida
$9.46K +$582 +8 +7%
SIC
762
Salem Investment Counselors
North Carolina
$9K
HWA
763
Heritage Wealth Advisors
Virginia
$9K +$9K +125 New
SGAM
764
Smith Group Asset Management
Texas
$8K -$24.7K -337 -76%
SIM
765
Sonora Investment Management
Arizona
$8K
CFD
766
Creative Financial Designs
Indiana
$8K
EW
767
Evoke Wealth
California
$8K
CA
768
Crewe Advisors
Utah
$7K -$4.23K -58 -38%
HDIM
769
Hanson & Doremus Investment Management
Vermont
$7K
KTC
770
Kistler-Tiffany Companies
Pennsylvania
$7K
NSIM
771
North Star Investment Management
Illinois
$7K
TIM
772
Tortoise Investment Management
New York
$7K
LWA
773
Lenox Wealth Advisors
New York
$7K +$7K +98 New
JMF
774
Johnson Midwest Financial
Iowa
$7K +$7K +100 New
FMP
775
Financial Management Professionals
Texas
$6K