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State Street

870 hedge funds and large institutions have $29.3B invested in State Street in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 308 increasing their positions, 298 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
870
Holders Change
-23
Holders Change %
-2.58%
% of All Funds
13.77%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.14%
New
68
Increased
308
Reduced
298
Closed
81
Calls
$124M
Puts
$64.3M
Net Calls
+$59.6M
Net Calls Change
+$72.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Koshinski Asset Management
801
Koshinski Asset Management
Illinois
$12.6K +$784 +9 +7%
UCB
802
United Community Bank
South Carolina
$12.6K +$12.6K +145 New
ACA
803
Atlas Capital Advisors
Wyoming
$12.2K
MHR
804
Matthew Hamilton Rosenberg
$12K -$5.37K -60 -31%
MCM
805
MV Capital Management
Maryland
$12K -$420 -5 -3%
TAM
806
Tucker Asset Management
Colorado
$11.9K
SIC
807
Salem Investment Counselors
North Carolina
$11K
Loomis, Sayles & Company
808
Loomis, Sayles & Company
Massachusetts
$11K +$11K +122 New
DHGWA
809
Dixon Hughes Goodman Wealth Advisors
North Carolina
$10K +$8.77K +100 +714%
IA
810
IndexIQ Advisors
New York
$10K +$10K +110 New
EW
811
Evoke Wealth
California
$9K -$3.87K -46 -30%
CAL
812
Capital Advisors Ltd
Ohio
$9K -$455 -5 -5%
TIM
813
Tortoise Investment Management
New York
$9K
NSIM
814
North Star Investment Management
Illinois
$9K
JMF
815
Johnson Midwest Financial
Iowa
$9K
BEI
816
Benjamin Edwards Inc
Missouri
$8K -$11.6K -128 -59%
KTC
817
Kistler-Tiffany Companies
Pennsylvania
$8K
COCM
818
Charter Oak Capital Management
New Hampshire
$8K
CFD
819
Creative Financial Designs
Indiana
$7K
M
820
MOTCO
Texas
$7K
SCM
821
Silvant Capital Management
Georgia
$7K
TWM
822
Tradition Wealth Management
Minnesota
$7K
SCA
823
Sandy Cove Advisors
Massachusetts
$7K
RCM
824
Raleigh Capital Management
North Carolina
$7K +$7K +84 New
BFEC
825
Benjamin F. Edwards & Company
Missouri
$6K