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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 %
RFG
776
RFP Financial Group
Georgia
$7.97K
M
777
MOTCO
Texas
$7.7K -$5.09K -76 -40%
HWA
778
HHM Wealth Advisors
Tennessee
$7.63K
MWM
779
Mascoma Wealth Management
New Hampshire
$7.5K +$804 +12 +12%
CT
780
Colonial Trust
South Carolina
$7.34K
TWM
781
Tradition Wealth Management
Minnesota
$7K
GKIM
782
GW&K Investment Management
Massachusetts
$7K +$315 +5 +5%
CCA
783
Column Capital Advisors
Indiana
$6.7K
TIM
784
Tortoise Investment Management
New York
$6.7K
JGIA
785
Jackson Grant Investment Advisers
Connecticut
$6.7K
JMF
786
Johnson Midwest Financial
Iowa
$6.7K
SR
787
Syntax Research
Florida
$6.7K +$6.7K +100 New
PBK
788
Peoples Bank (Kansas)
Kansas
$6.7K +$6.7K +100 New
EBA
789
Eagle Bay Advisors
New York
$5.49K +$1.61K +24 +41%
VCM
790
Versant Capital Management
Arizona
$5.36K -$335 -5 -6%
MHR
791
Matthew Hamilton Rosenberg
$5.3K +$67 +1 +1%
BAAM
792
Baker Avenue Asset Management
California
$5.16K +$268 +4 +5%
CFD
793
Creative Financial Designs
Indiana
$5.09K
WPWM
794
Western Pacific Wealth Management
Illinois
$5.02K -$20.1K -300 -80%
USB
795
Union Savings Bank
Connecticut
$5.02K
WWM
796
Wolff Wiese Magana
California
$4.82K
ME
797
McIlrath & Eck
Washington
$4.02K
BHWM
798
Beaird Harris Wealth Management
Texas
$4.02K
CAL
799
Capital Analysts LLC
Pennsylvania
$4K
APC
800
Aspire Private Capital
North Carolina
$3.68K