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State Street
STT

Overview Fund Activity

894 hedge funds and large institutions have $20B invested in State Street in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 287 increasing their positions, 349 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
-17
Holders Change %
-1.87%
% of All Funds
13%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
78
Increased
287
Reduced
349
Closed
82
Calls
$120M
Puts
$136M
Net Calls
-$15.5M
Net Calls Change
+$10.3M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$153M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$145M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$112M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$111M
5
LSV Asset Management
LSV Asset Management
Illinois
+$91.6M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$454M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$142M
3
Capital International Investors
Capital International Investors
California
-$82.5M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$53.4M
5
SG Americas Securities
SG Americas Securities
New York
-$40.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
451
Brinker Capital Investments
Pennsylvania
$819K -$39.3K -531 -5%
OPS
452
Orion Portfolio Solutions
Nebraska
$819K -$39.3K -531 -5%
LA
453
Legacy Advisors
Pennsylvania
$812K -$64.3K -869 -7%
BP
454
Ballentine Partners
Massachusetts
$809K -$175K -2,366 -18%
Lido Advisors
455
Lido Advisors
California
$805K -$35K -473 -4%
PAM
456
Panagora Asset Management
Massachusetts
$802K -$262K -3,542 -25%
AFM
457
Abbot Financial Management
Massachusetts
$800K -$7.4K -100 -0.9%
NB
458
Norinchukin Bank
Japan
$793K -$5.03K -68 -0.6%
Group One Trading
459
Group One Trading
Illinois
$786K +$786K +10,628 New
ASN
460
Advisory Services Network
Georgia
$786K -$818K -11,051 -51%
BC
461
Burney Company
Virginia
$785K -$22.3K -302 -3%
CL
462
CSS LLC
Illinois
$785K +$246K +3,320 +46%
SPIA
463
Steward Partners Investment Advisory
New York
$785K +$41.9K +566 +6%
MML Investors Services
464
MML Investors Services
Massachusetts
$784K -$246K -3,326 -24%
MAM
465
Martingale Asset Management
Massachusetts
$757K +$90.1K +1,217 +13%
DAS
466
Diversify Advisory Services
Utah
$757K -$143K -1,924 -16%
HIMC
467
Heritage Investors Management Corp
Maryland
$752K -$12.9K -175 -2%
Carson Wealth (CWM LLC)
468
Carson Wealth (CWM LLC)
Nebraska
$749K +$273K +3,688 +57%
MCM
469
MAI Capital Management
Ohio
$744K -$100K -1,356 -12%
NIM
470
NEOS Investment Management
Connecticut
$741K +$219K +2,988 +42%
Cambridge Investment Research Advisors
471
Cambridge Investment Research Advisors
Iowa
$741K -$40.4K -546 -5%
KAS
472
Kestra Advisory Services
Texas
$725K +$203K +2,870 +39%
KRSITF
473
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$719K -$18.3K -247 -2%
Assenagon Asset Management
474
Assenagon Asset Management
Luxembourg
$718K -$24.9K -336 -3%
AWM
475
Apollon Wealth Management
South Carolina
$716K -$58.5K -790 -8%
17 18
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