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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 %
SN
801
Sittner & Nelson
Oregon
$4K
VCM
802
Versant Capital Management
Arizona
$4K
FFA
803
Freedman Financial Associates
Massachusetts
$4K
Credit Agricole
804
Credit Agricole
France
$4K
KFP
805
KB Financial Partners
New Jersey
$4K +$4K +52 New
MF
806
Manchester Financial
California
$3K
ATC
807
Adirondack Trust Company
New York
$3K
BWM
808
Baystate Wealth Management
Massachusetts
$3K
NFG
809
Next Financial Group
Texas
$3K
APW
810
Acima Private Wealth
Virginia
$3K
EWA
811
Evolution Wealth Advisors
Florida
$3K
LWM
812
Liberty Wealth Management
California
$3K
TFM
813
TFC Financial Management
Massachusetts
$3K
GAM
814
Grandview Asset Management
Pennsylvania
$3K +$3K +36 New
ACM
815
Allred Capital Management
Texas
$2.6K +$2.6K +31 New
LPARFS
816
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$2.31K -$2.77K -33,000 -55%
SFO
817
Standard Family Office
South Dakota
$2K
CFN
818
Cordasco Financial Network
Florida
$2K
WCM
819
Wealthcare Capital Management
Virginia
$2K +$2K +28 New
KFS
820
Kelly Financial Services
Massachusetts
$1.86K
SIS
821
Sound Income Strategies
Florida
$1.26K +$1.26K +15 New
FI
822
FormulaFolio Investments
Michigan
$1K -$688K -6,882 -100%
VFA
823
Valeo Financial Advisors
Indiana
$1K -$44.6K -446 -98%
MLFP
824
MPS Loria Financial Planners
Illinois
$1K
VNA
825
Valley National Advisers
Pennsylvania
$1K