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State Street

911 hedge funds and large institutions have $22.6B invested in State Street in 2024 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 277 increasing their positions, 373 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
+17
Holders Change %
+1.9%
% of All Funds
13.18%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
98
Increased
277
Reduced
373
Closed
74
Calls
$163M
Puts
$202M
Net Calls
-$39.1M
Net Calls Change
-$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
DF
876
Dunhill Financial
United Kingdom
$2.91K +$88 +1 +3%
DPW
877
DiNuzzo Private Wealth
Pennsylvania
$2.83K +$177 +2 +7%
FFC
878
First Financial Corp
Indiana
$2.65K -$1.77K -20 -40%
CIA
879
Cape Investment Advisory
Georgia
$2.57K +$2.57K +29 New
SIC
880
SJS Investment Consulting
Ohio
$2.48K
MIA
881
MeadowBrook Investment Advisors
Michigan
$2.47K
CCA
882
Criterion Capital Advisors
Tennessee
$2.44K
VWA
883
Valued Wealth Advisors
Utah
$2.39K
AFWM
884
Abich Financial Wealth Management
Virginia
$2.3K -$163K -1,844 -99%
CPG
885
Cornerstone Planning Group
New Jersey
$2.23K +$464 +5 +26%
WWP
886
WR Wealth Planners
Missouri
$2.21K -$1.59K -18 -42%
PPC
887
Park Place Capital
Alabama
$2.12K
SIC
888
Salem Investment Counselors
North Carolina
$2.04K
FMP
889
Financial Management Professionals
Texas
$2K
PCM
890
Penserra Capital Management
California
$2K
CFGS
891
Concourse Financial Group Securities
Alabama
$1.95K -$5.75K -65 -75%
WPA
892
West Paces Advisors
Georgia
$1.77K
NFA
893
Northwest Financial Advisors
Virginia
$1.68K +$1.68K +19 New
UCI
894
Uncommon Cents Investing
Wisconsin
$1.33K +$1.33K +15 New
CAS
895
Coppell Advisory Solutions
Texas
$1.24K
SIS
896
Strategic Investment Solutions
Illinois
$1K +$91 +1 +10%
PMAM
897
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1K +14 New
BCMLT
898
Beacon Capital Management LLC (Tennessee)
Tennessee
$973
FFO
899
Fortitude Family Office
Arizona
$973
NL
900
NVWM LLC
Pennsylvania
$885 +$443 +5 +100%