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State Street

834 hedge funds and large institutions have $20.3B invested in State Street in 2022 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 306 increasing their positions, 277 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
834
Holders Change
-36
Holders Change %
-4.14%
% of All Funds
14.1%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
100
Increased
306
Reduced
277
Closed
125
Calls
$63.1M
Puts
$59.5M
Net Calls
+$3.64M
Net Calls Change
-$56M
Name Holding Trade Value Shares
Change
Shares
Change %
Loomis, Sayles & Company
776
Loomis, Sayles & Company
Massachusetts
$6K -$971 -17 -14%
JMF
777
Johnson Midwest Financial
Iowa
$6K
NSIM
778
North Star Investment Management
Illinois
$6K
CAL
779
Capital Advisors Ltd
Ohio
$6K
TIM
780
Tortoise Investment Management
New York
$6K
KTC
781
Kistler-Tiffany Companies
Pennsylvania
$6K
CAC
782
Core Alternative Capital
Georgia
$6K +$1.58K +25 +36%
BIA
783
Bell Investment Advisors
California
$6K +$6K +90 New
JGIA
784
Jackson Grant Investment Advisers
Connecticut
$6K +$6K +100 New
SCM
785
Silvant Capital Management
Georgia
$5K
M
786
MOTCO
Texas
$5K
CFD
787
Creative Financial Designs
Indiana
$5K
TWM
788
Tradition Wealth Management
Minnesota
$5K +$61 +1 +1%
BEI
789
Benjamin Edwards Inc
Missouri
$5K +$56 +1 +1%
WWM
790
Wolff Wiese Magana
California
$5K +$625 +10 +14%
CA
791
Crewe Advisors
Utah
$5K +$5K +73 New
HWM
792
HighMark Wealth Management
Minnesota
$4K -$232 -4 -5%
FCT
793
First Community Trust
Iowa
$4K
ME
794
McIlrath & Eck
Washington
$4K
PMFA
795
Plante Moran Financial Advisors
Michigan
$4K
VCM
796
Versant Capital Management
Arizona
$4K +$351 +5 +10%
GKIM
797
GW&K Investment Management
Massachusetts
$4K +$2.75K +42 +221%
TWP
798
TFO Wealth Partners
Ohio
$4K +$4K +64 New
CTB
799
Country Trust Bank
Illinois
$3K -$24.9M -382,231 -100%
FMP
800
Financial Management Professionals
Texas
$3K -$447 -7 -13%