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State Street

895 hedge funds and large institutions have $20.8B invested in State Street in 2023 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 238 increasing their positions, 379 reducing their positions, and 54 closing their positions.

Holders
895
Holders Change
+61
Holders Change %
+7.31%
% of All Funds
13.12%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
127
Increased
238
Reduced
379
Closed
54
Calls
$117M
Puts
$164M
Net Calls
-$47M
Net Calls Change
+$5.06M
Name Market Value Shares Shares
Change
Shares
Change %
GWS
776
Glassman Wealth Services
Virginia
$36.9K 476 -5 -1%
IA
777
IFP Advisors
Florida
$35.3K 455 -321 -41%
TCWA
778
Turtle Creek Wealth Advisors
Texas
$34.9K 451 +451 New
LS
779
Livforsakringsbolaget Skandia
Sweden
$32.2K 412
PK
780
Pflug Koory
Nebraska
$31.4K 405
ZB
781
Zions Bancorporation
Utah
$31.2K 403
CNBTD
782
Citizens National Bank Trust Department
Mississippi
$31K 400
VWM
783
Venturi Wealth Management
Texas
$29.7K 383 +184 +92%
TCOV
784
Trust Company of Vermont
Vermont
$29.6K 382 -91 -19%
OIAM
785
OFI Invest Asset Management
France
$27.6K 393 +13 +3%
CFO
786
CVA Family Office
Colorado
$27.5K 355 +355 New
DI
787
DAGCO Inc
Ohio
$26.3K 340 +340 New
DWS
788
Dynamic Wealth Strategies
California
$26.3K 340 +340 New
NS
789
NBC Securities
Alabama
$24K 310 +30 +11%
FDCP
790
Foster Dykema Cabot & Partners
Massachusetts
$23.3K 298 +298 New
TFIPS
791
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23.2K 300 +300 New
SWS
792
SYSTM Wealth Solutions
Illinois
$23K 295 +295 New
TFGT
793
TS Financial Group (TSFG)
Illinois
$23K 300
FMB
794
Field & Main Bank
Kentucky
$21.3K 275 -300 -52%
ST
795
Smithfield Trust
Pennsylvania
$20K 250
AAG
796
Armstrong Advisory Group
Massachusetts
$19.4K 250 -20 -7%
ITIM
797
Indiana Trust & Investment Management
Indiana
$19.4K 250
TSW
798
Thompson Siegel & Walmsley
Virginia
$19K 250
NSIM
799
North Star Investment Management
Illinois
$18.6K 240 -13 -5%
DAC
800
Dividend Assets Capital
South Carolina
$18K 234