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State Street

827 hedge funds and large institutions have $25.6B invested in State Street in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 271 increasing their positions, 309 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
-8
Holders Change %
-0.96%
% of All Funds
14.44%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
65
Increased
271
Reduced
309
Closed
67
Calls
$80M
Puts
$81.7M
Net Calls
-$1.71M
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BFC
801
Bedel Financial Consulting
Indiana
$5K
MCM
802
MV Capital Management
Maryland
$5K +$4.29K +48 +600%
CWP
803
Concord Wealth Partners
Virginia
$5K +$4.55K +60 +1,000%
PWS
804
Paragon Wealth Strategies
Florida
$5K +$5K +65 New
FMP
805
Financial Management Professionals
Texas
$4K -$3.25K -39 -45%
LWA
806
Lenox Wealth Advisors
New York
$4K
VCM
807
Versant Capital Management
Arizona
$4K
SN
808
Sittner & Nelson
Oregon
$4K
FFA
809
Freedman Financial Associates
Massachusetts
$4K
Credit Agricole
810
Credit Agricole
France
$4K
KFP
811
KB Financial Partners
New Jersey
$4K
SB
812
Strategic Blueprint
Georgia
$4K +$4K +45 New
LWM
813
Liberty Wealth Management
California
$3K -$512 -7 -15%
BWM
814
Baystate Wealth Management
Massachusetts
$3K
TFM
815
TFC Financial Management
Massachusetts
$3K
ATC
816
Adirondack Trust Company
New York
$3K
EWA
817
Evolution Wealth Advisors
Florida
$3K
NFG
818
Next Financial Group
Texas
$3K +$316 +4 +12%
CAL
819
Capital Analysts LLC
Pennsylvania
$2K -$33.3K -400 -94%
APW
820
Acima Private Wealth
Virginia
$2K
CFN
821
Cordasco Financial Network
Florida
$2K
SFO
822
Standard Family Office
South Dakota
$2K
CCA
823
Column Capital Advisors
Indiana
$1K -$250 -3 -20%
FI
824
FormulaFolio Investments
Michigan
$1K
BA
825
Bellwether Advisors
Nebraska
$1K