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State Street

870 hedge funds and large institutions have $29.3B invested in State Street in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 308 increasing their positions, 298 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
870
Holders Change
-23
Holders Change %
-2.58%
% of All Funds
13.77%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.14%
New
68
Increased
308
Reduced
298
Closed
81
Calls
$124M
Puts
$64.3M
Net Calls
+$59.6M
Net Calls Change
+$72.9M
Name Holding Trade Value Shares
Change
Shares
Change %
FFC
776
First Financial Corp
Indiana
$21K
HR
777
Howe & Rusling
New York
$21K
AF
778
Advisornet Financial
Minnesota
$20K -$1.3K -15 -6%
TFO
779
Tarbox Family Office
California
$20K
MCC
780
Money Concepts Capital
Florida
$20K +$20K +232 New
BWM
781
BerganKDV Wealth Management
Minnesota
$19K
CFGS
782
Concourse Financial Group Securities
Alabama
$18K -$36.2K -410 -67%
EARNEST Partners
783
EARNEST Partners
Georgia
$18K
MWM
784
Mascoma Wealth Management
New Hampshire
$17K
CYG
785
Clean Yield Group
Vermont
$17K
LWANC
786
Laurel Wealth Advisors (North Carolina)
North Carolina
$17K
MCA
787
Maryland Capital Advisors
Maryland
$17K
CWP
788
Concord Wealth Partners
Virginia
$17K +$6K +67 +54%
PFS
789
Prospera Financial Services
Texas
$17K +$17K +200 New
SC
790
Siena Capital
Ohio
$17K +$17K +200 New
OC
791
Oakworth Capital
Alabama
$16K
FMTCOCP
792
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$16K
TSWM
793
Tyler-Stone Wealth Management
Ohio
$15K -$2.29K -26 -13%
CBT
794
Central Bank & Trust
Kentucky
$15K
BWL
795
Bogart Wealth LLC
Virginia
$14K
BC
796
Bartlett & Co
Ohio
$14K +$14K +158 New
BCWM
797
Bartlett & Co Wealth Management
Ohio
$13.9K +$13.9K +158 New
CCM
798
Cribstone Capital Management
Maine
$13K -$6.55K -73 -33%
Credit Agricole
799
Credit Agricole
France
$13K
SWA
800
Sutton Wealth Advisors
Florida
$12.9K +$958 +11 +8%