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State Street
STT

Overview Fund Activity

895 hedge funds and large institutions have $20.8B invested in State Street in 2023 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 238 increasing their positions, 379 reducing their positions, and 54 closing their positions.

Holders
895
Holders Change
+61
Holders Change %
+7.31%
% of All Funds
13.12%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
127
Increased
238
Reduced
379
Closed
54
Calls
$117M
Puts
$164M
Net Calls
-$47M
Net Calls Change
+$5.06M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$615M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$78.1M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$52M
4
AAMU
4
AEGON Asset Management (UK)
United Kingdom
$45.7M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$121M

Top Sellers

1
Invesco
1
Invesco
Georgia
$603M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.87B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$6.53M
4
BlackRock
4
BlackRock
New York
$1.93B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$376M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
376
Creative Planning
Kansas
$1.2M 15,524 +595 +4%
OTPPB
377
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.19M 15,369 +6,053 +65%
IGAM
378
iA Global Asset Management
Quebec, Canada
$1.18M 15,214 +7,407 +95%
Luther King Capital Management (LKCM)
379
Luther King Capital Management (LKCM)
Texas
$1.18M 15,176 -875 -5%
William Blair & Company
380
William Blair & Company
Illinois
$1.17M 15,152 -9,555 -39%
RA
381
Royce & Associates
New York
$1.17M 15,120 – –
GT
382
Greenleaf Trust
Michigan
$1.17M 15,079 +454 +3%
GCM
383
Graham Capital Management
Connecticut
$1.15M 14,836 -8,970 -38%
EP
384
Eudaimonia Partners
Tennessee
$1.13M 14,620 – –
LRPA
385
L. Roy Papp & Associates
Arizona
$1.13M 14,562 -130 -0.9%
BTW
386
Boston Trust Walden
Massachusetts
$1.13M 14,530 -2,064 -12%
OAC
387
OMERS Administration Corp
Ontario, Canada
$1.12M 14,400 +14,400 New
AWM
388
Avior Wealth Management
Nebraska
$1.1M 14,229 -9 -0.1%
UCFA
389
United Capital Financial Advisors
Texas
$1.09M 14,113 +7,521 +114%
MA
390
Montag & Associates
Georgia
$1.09M 14,000 – –
GW
391
GW & Wade
Massachusetts
$1.08M 13,957 -4 -0%
SPG
392
Strategic Planning Group
Utah
$1.07M 13,855 +13,855 New
Tudor Investment Corp
393
Tudor Investment Corp
Connecticut
$1.06M 13,669 +13,669 New
MGP
394
Metis Global Partners
California
$1.06M 13,633 -1,865 -12%
LIM
395
Longfellow Investment Management
Massachusetts
$1.05M 13,581 – –
AWM
396
AE Wealth Management
Kansas
$1.04M 13,837 +8,836 +177%
Thrivent Financial for Lutherans
397
Thrivent Financial for Lutherans
Minnesota
$1.04M 13,419 -596 -4%
MML Investors Services
398
MML Investors Services
Massachusetts
$1.03M 13,283 +3,075 +30%
PMEF
399
Point72 Middle East FZE
United Arab Emirates
$1.02M 13,181 +13,181 New
RWM
400
Ritholtz Wealth Management
New York
$1.02M 13,111 -142 -1%
14 15
16
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