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State Street

895 hedge funds and large institutions have $22.8B invested in State Street in 2023 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 309 increasing their positions, 321 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
895
Holders Change
+15
Holders Change %
+1.7%
% of All Funds
14.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
101
Increased
309
Reduced
321
Closed
68
Calls
$117M
Puts
$110M
Net Calls
+$7.17M
Net Calls Change
-$28.5M
Name Holding Trade Value Shares
Change
Shares
Change %
GEA
801
Glen Eagle Advisors
New Jersey
$19.9K +$151 +2 +0.8%
CFGS
802
Concourse Financial Group Securities
Alabama
$19.7K +$17.1K +224 +659%
TSW
803
Thompson Siegel & Walmsley
Virginia
$19K
UCB
804
United Community Bank
South Carolina
$18.5K
GBT
805
Grove Bank & Trust
Florida
$18.2K +$6.13K +81 +51%
Loomis, Sayles & Company
806
Loomis, Sayles & Company
Massachusetts
$17K -$32.1K -411 -65%
EARNEST Partners
807
EARNEST Partners
Georgia
$15.4K
CYG
808
Clean Yield Group
Vermont
$15.1K
MCA
809
Maryland Capital Advisors
Maryland
$15.1K
ACA
810
Atlas Capital Advisors
Wyoming
$14.8K
FMTCOCP
811
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$14K
CBT
812
Central Bank & Trust
Kentucky
$13.2K
BWL
813
Bogart Wealth LLC
Virginia
$12.1K
CSPAM
814
Cary Street Partners Asset Management
Virginia
$11.4K
SWA
815
Sutton Wealth Advisors
Florida
$10.7K -$606 -8 -5%
IRAG
816
Investment Research & Advisory Group
Georgia
$10.7K
HIM
817
Hillsdale Investment Management
Ontario, Canada
$10.6K +$10.6K +140 New
TAM
818
Tucker Asset Management
Colorado
$10.4K
CAL
819
Capital Advisors Ltd
Ohio
$10K -$2.87K -39 -22%
SIC
820
Salem Investment Counselors
North Carolina
$9.69K
DAM
821
Delta Asset Management
Tennessee
$9.39K
VWM
822
Venturi Wealth Management
Texas
$9.39K +$9.39K +124 New
JWA
823
JFS Wealth Advisors
Pennsylvania
$9.31K +$227 +3 +3%
RTL
824
Red Tortoise LLC
Georgia
$9.01K -$984 -13 -10%
RFG
825
RFP Financial Group
Georgia
$9.01K