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State Street

880 hedge funds and large institutions have $24B invested in State Street in 2022 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 273 increasing their positions, 317 reducing their positions, and 55 closing their positions.

Holders
880
Holders Change
+55
Holders Change %
+6.67%
% of All Funds
14.2%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
127
Increased
273
Reduced
317
Closed
55
Calls
$136M
Puts
$100M
Net Calls
+$35.6M
Net Calls Change
+$7.05M
Name Market Value Shares Shares
Change
Shares
Change %
IRAG
801
Investment Research & Advisory Group
Georgia
$11K 142
TAM
802
Tucker Asset Management
Colorado
$10.8K 137
RTL
803
Red Tortoise LLC
Georgia
$10.2K 132 +132 New
SIC
804
Salem Investment Counselors
North Carolina
$9.93K 127
CCM
805
Cribstone Capital Management
Maine
$9.7K 125
DIP
806
DT Investment Partners
Pennsylvania
$9.62K 124
DAM
807
Delta Asset Management
Tennessee
$9.62K 124 +124 New
JWA
808
JFS Wealth Advisors
Pennsylvania
$9.31K 120 -41 -25%
RFG
809
RFP Financial Group
Georgia
$9.23K 119 +119 New
NSIM
810
North Star Investment Management
Illinois
$8.77K 113 +13 +13%
EBA
811
Eagle Bay Advisors
New York
$8.38K 108 +20 +23%
JMF
812
Johnson Midwest Financial
Iowa
$8K 100
JGIA
813
Jackson Grant Investment Advisers
Connecticut
$7.76K 100
TIM
814
Tortoise Investment Management
New York
$7.76K 100
TCWA
815
Ten Capital Wealth Advisors
Washington
$7.76K 100
BIA
816
Bell Investment Advisors
California
$7.68K 99 +7 +8%
CAC
817
Core Alternative Capital
Georgia
$7.4K 95
BHWM
818
Beaird Harris Wealth Management
Texas
$7.21K 93 +33 +55%
EE
819
EWG Elevate
California
$7.06K 91 +91 New
BEI
820
Benjamin Edwards Inc
Missouri
$7K 91 +1 +1%
TWM
821
Tradition Wealth Management
Minnesota
$7K 93 +6 +7%
KTC
822
Kistler-Tiffany Companies
Pennsylvania
$6.98K 90
M
823
MOTCO
Texas
$6.21K 80
VCM
824
Versant Capital Management
Arizona
$6.13K 79 +15 +23%
MHR
825
Matthew Hamilton Rosenberg
$5.99K 77 +1 +1%