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State Street

827 hedge funds and large institutions have $25.6B invested in State Street in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 271 increasing their positions, 309 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
-8
Holders Change %
-0.96%
% of All Funds
14.44%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
65
Increased
271
Reduced
309
Closed
67
Calls
$80M
Puts
$81.7M
Net Calls
-$1.71M
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Shares
Change %
HR
751
Howe & Rusling
New York
$20K
BU
752
BBVA USA
Alabama
$20K +$20K +238 New
TFO
753
Tarbox Family Office
California
$19K
CCM
754
Cribstone Capital Management
Maine
$18K
AF
755
Advisornet Financial
Minnesota
$18K
BWM
756
BerganKDV Wealth Management
Minnesota
$18K
EARNEST Partners
757
EARNEST Partners
Georgia
$17K
RE
758
RBC Europe
United Kingdom
$16.5K
DA
759
Denali Advisors
California
$16K -$16K -200 -50%
IBOK
760
Independence Bank of Kentucky
Kentucky
$16K
EFSCE
761
Enterprise Financial Services Corp (EFSC)
Missouri
$16K
CYG
762
Clean Yield Group
Vermont
$16K +$16K +200 New
FQ
763
First Quadrant
California
$15K
FMTCOCP
764
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$15K
RA
765
Resolute Advisors
California
$14K
OC
766
Oakworth Capital
Alabama
$14K
CBT
767
Central Bank & Trust
Kentucky
$14K
CP
768
Corbenic Partners
Pennsylvania
$14K +$14K +174 New
Nisa Investment Advisors
769
Nisa Investment Advisors
Missouri
$13.4K -$409 -4,975 -3%
EW
770
Evoke Wealth
California
$13K -$255 -3 -2%
ARMC
771
American Research & Management Company
Massachusetts
$12K -$2K -25 -14%
CP
772
Castleview Partners
Texas
$12K +$12K +145 New
ACA
773
Atlas Capital Advisors
Wyoming
$11.5K +$3.29K +40 +40%
TAM
774
Tucker Asset Management
Colorado
$11.3K
SWA
775
Sutton Wealth Advisors
Florida
$11K