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State Street

835 hedge funds and large institutions have $26.7B invested in State Street in 2021 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 251 increasing their positions, 317 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
835
Holders Change
+21
Holders Change %
+2.58%
% of All Funds
14.7%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
89
Increased
251
Reduced
317
Closed
64
Calls
$68.7M
Puts
$86.5M
Net Calls
-$17.8M
Net Calls Change
+$10.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
876
Perigon Wealth Management
California
-$86K -1,182 Closed
BWM
877
Birchcreek Wealth Management
Ohio
-$69K -956 Closed
PS
878
Planned Solutions
California
-$66K -900 Closed
VCG
879
Vantage Consulting Group
Virginia
-$53K -731 Closed
FWM
880
FSA Wealth Management
Massachusetts
-$36K -500 Closed
NIM
881
NuWave Investment Management
New Jersey
-$32K -440 Closed
PWPS
882
Pinnacle Wealth Planning Services
Ohio
-$26K -368 Closed
Group One Trading
883
Group One Trading
Illinois
-$24K -335 Closed
MCM
884
McMillion Capital Management
North Carolina
-$22K -296 Closed
CCA
885
Childress Capital Advisors
Texas
-$17K -229 Closed
CYG
886
Clean Yield Group
Vermont
-$15K -200 Closed
PFO
887
Pathstone Family Office
New Jersey
-$14K -186 Closed
EA
888
Elm Advisors
California
-$13K -175 Closed
AWG
889
Altus Wealth Group
Colorado
-$10K -140 Closed
SIM
890
Sonora Investment Management
Arizona
-$8K -104 Closed
TWM
891
Tradition Wealth Management
Minnesota
-$6K -79 Closed
CWM
892
Cranbrook Wealth Management
Michigan
-$5K -71 Closed
BCMIO
893
Beacon Capital Management Inc (Ohio)
Ohio
-$3K -45 Closed
JFGIW
894
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$3K -40 Closed
CAAS
895
Capital Asset Advisory Services
Michigan
-$2K -33 Closed