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State Street

835 hedge funds and large institutions have $26.7B invested in State Street in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 251 increasing their positions, 317 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+21
Holders Change %
+2.58%
% of All Funds
14.7%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
89
Increased
251
Reduced
317
Closed
64
Calls
$68.7M
Puts
$86.5M
Net Calls
-$17.8M
Net Calls Change
+$10.2M
Name Holding Trade Value Shares
Change
Shares
Change %
MWP
776
Meridian Wealth Partners
Pennsylvania
$11K +$11K +129 New
Loomis, Sayles & Company
777
Loomis, Sayles & Company
Massachusetts
$10K +$10K +122 New
AIC
778
Ameritas Investment Company
Nebraska
$9.75K +$9.75K +116 New
CFD
779
Creative Financial Designs
Indiana
$9K
IAIM
780
International Assets Investment Management
Florida
$9K +$4.5K +54 +100%
ACA
781
Atlas Capital Advisors
Wyoming
$8.4K -$118K -1,405 -93%
NSIM
782
North Star Investment Management
Illinois
$8K
HDIM
783
Hanson & Doremus Investment Management
Vermont
$8K
KTC
784
Kistler-Tiffany Companies
Pennsylvania
$8K
TIM
785
Tortoise Investment Management
New York
$8K
CA
786
Crewe Advisors
Utah
$8K
JMF
787
Johnson Midwest Financial
Iowa
$8K
M
788
MOTCO
Texas
$7K -$34.3K -392 -83%
FMP
789
Financial Management Professionals
Texas
$7K
SCM
790
Silvant Capital Management
Georgia
$7K
WPA
791
West Paces Advisors
Georgia
$6.72K
BFEC
792
Benjamin F. Edwards & Company
Missouri
$6K
HF
793
Halpern Financial
Virginia
$5.88K +$5.88K +70 New
BFC
794
Bedel Financial Consulting
Indiana
$5K
APC
795
Aspire Private Capital
North Carolina
$5K
WWM
796
Wolff Wiese Magana
California
$5K
COCM
797
Charter Oak Capital Management
New Hampshire
$5K
PMFA
798
Plante Moran Financial Advisors
Michigan
$5K
ME
799
McIlrath & Eck
Washington
$5K
LWA
800
Lenox Wealth Advisors
New York
$4K -$3.4K -45 -46%