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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 %
QL
826
Quarry LP
New York
$8.93K +$8.93K +118 New
DIP
827
DT Investment Partners
Pennsylvania
$8.87K
HWA
828
HHM Wealth Advisors
Tennessee
$8.63K +$8.63K +114 New
NSIM
829
North Star Investment Management
Illinois
$8.55K
BIA
830
Bell Investment Advisors
California
$8.33K +$833 +11 +11%
CAC
831
Core Alternative Capital
Georgia
$8.29K +$1.06K +14 +15%
Commonwealth Equity Services
832
Commonwealth Equity Services
Massachusetts
$8.24K +$611 +8,067 +8%
CT
833
Colonial Trust
South Carolina
$7.73K -$33.7K -449 -81%
TIM
834
Tortoise Investment Management
New York
$7.57K
JGIA
835
Jackson Grant Investment Advisers
Connecticut
$7.57K
JMF
836
Johnson Midwest Financial
Iowa
$7.57K
TCWA
837
Ten Capital Wealth Advisors
Washington
$7.57K
CCA
838
Column Capital Advisors
Indiana
$7.57K +$7.57K +100 New
MWM
839
Mascoma Wealth Management
New Hampshire
$7.23K -$7.23K -100 -50%
TWM
840
Tradition Wealth Management
Minnesota
$7K +$74 +1 +1%
BEI
841
Benjamin Edwards Inc
Missouri
$7K +$76 +1 +1%
BAAM
842
Baker Avenue Asset Management
California
$6.96K +$1.14K +15 +19%
KTC
843
Kistler-Tiffany Companies
Pennsylvania
$6.81K
AAP
844
Arax Advisory Partners
Colorado
$6.66K +$2.04K +27 +44%
M
845
MOTCO
Texas
$6.06K
FMP
846
Financial Management Professionals
Texas
$6K +$2.33K +33 +63%
VCM
847
Versant Capital Management
Arizona
$5.98K
MHR
848
Matthew Hamilton Rosenberg
$5.89K +$76 +1 +1%
CFD
849
Creative Financial Designs
Indiana
$5.75K
EBA
850
Eagle Bay Advisors
New York
$5.6K -$2.57K -34 -31%