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State Street

911 hedge funds and large institutions have $20.7B invested in State Street in 2024 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 318 increasing their positions, 331 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
+16
Holders Change %
+1.79%
% of All Funds
13.21%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
101
Increased
318
Reduced
331
Closed
77
Calls
$125M
Puts
$151M
Net Calls
-$25.8M
Net Calls Change
+$21.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
826
Frazier Financial Advisors
Ohio
$12.5K -$4.72K -61 -27%
BWL
827
Bogart Wealth LLC
Virginia
$12.5K +$78 +1 +0.6%
RA
828
Rise Advisors
New York
$12.2K +$12.2K +158 New
GBT
829
Grove Bank & Trust
Florida
$11.6K
WIA
830
Wetzel Investment Advisors
Indiana
$11.3K
IRAG
831
Investment Research & Advisory Group
Georgia
$11K
PWMG
832
Private Wealth Management Group
New Jersey
$10.7K
TAM
833
Tucker Asset Management
Colorado
$10.6K
CT
834
Colonial Trust
South Carolina
$10.5K -$233 -3 -2%
JWA
835
JFS Wealth Advisors
Pennsylvania
$10.4K -$1.16K -15 -10%
NRG
836
Nemes Rush Group
Michigan
$10.1K -$3.4K -44 -25%
PCMC
837
Planning Capital Management Corporation
Pennsylvania
$10.1K
OA
838
Operose Advisors
Wisconsin
$10.1K
VNA
839
Valley National Advisers
Pennsylvania
$10K -$1.45K -19 -13%
GKIM
840
GW&K Investment Management
Massachusetts
$10K
DIP
841
DT Investment Partners
Pennsylvania
$9.59K
W
842
WealthCollab
Washington
$9.43K
RTL
843
Red Tortoise LLC
Georgia
$9.2K
CAL
844
Capital Advisors Ltd
Ohio
$9K +$669 +9 +8%
HWA
845
HHM Wealth Advisors
Tennessee
$8.82K
M
846
MOTCO
Texas
$8.74K -$155 -2 -2%
AP
847
Aspect Partners
Virginia
$8.51K
RCM
848
Raleigh Capital Management
North Carolina
$8.51K +$4.64K +60 +120%
NC
849
NewSquare Capital
Pennsylvania
$8.2K +$8.2K +106 New
CFGS
850
Concourse Financial Group Securities
Alabama
$8.19K