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State Street

834 hedge funds and large institutions have $18.3B invested in State Street in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 250 increasing their positions, 335 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
834
Holders Change
-3
Holders Change %
-0.36%
% of All Funds
13.3%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
75
Increased
250
Reduced
335
Closed
67
Calls
$141M
Puts
$193M
Net Calls
-$52.1M
Net Calls Change
+$39.3M
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
751
Venturi Wealth Management
Texas
$13.3K +$13.3K +199 New
CYG
752
Clean Yield Group
Vermont
$13.1K
NCM
753
Northwest Capital Management
Oregon
$13.1K
FMTCOCP
754
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K
SFG
755
Steward Financial Group
Texas
$12K +$12K +187 New
NRG
756
Nemes Rush Group
Michigan
$11.7K
CBT
757
Central Bank & Trust
Kentucky
$11.6K
TSWM
758
Tyler-Stone Wealth Management
Ohio
$11K
BWL
759
Bogart Wealth LLC
Virginia
$10.7K
CSS
760
Cubist Systematic Strategies
Connecticut
$10.6K -$31M -462,983 -100%
GBT
761
Grove Bank & Trust
Florida
$10K -$6.09K -91 -38%
CSPIA
762
Cary Street Partners Investment Advisory
Virginia
$10K +$10K +150 New
IRAG
763
Investment Research & Advisory Group
Georgia
$9.51K
BIA
764
Bell Investment Advisors
California
$9.44K +$2.08K +31 +28%
HIM
765
Hillsdale Investment Management
Ontario, Canada
$9.37K
CAC
766
Core Alternative Capital
Georgia
$9.29K
TAM
767
Tucker Asset Management
Colorado
$9.2K
SWA
768
Sutton Wealth Advisors
Florida
$9.04K +$469 +7 +5%
OA
769
Operose Advisors
Wisconsin
$8.71K +$8.71K +130 New
SIC
770
Salem Investment Counselors
North Carolina
$8.59K
DIP
771
DT Investment Partners
Pennsylvania
$8.3K
DAM
772
Delta Asset Management
Tennessee
$8.3K
JWA
773
JFS Wealth Advisors
Pennsylvania
$8.24K -$67 -1 -0.8%
CAL
774
Capital Advisors Ltd
Ohio
$8K
RTL
775
Red Tortoise LLC
Georgia
$7.97K