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State Street

900 hedge funds and large institutions have $20.1B invested in State Street in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 290 increasing their positions, 350 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.16% more ownership

Funds ownership: 88.89%90.05% (+1.2%)

3% less capital invested

Capital invested by funds: $20.7B → $20.1B (-$673M)

7% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 84

2% less funds holding

Funds holding: 919900 (-19)

11% less call options, than puts

Call options by funds: $120M | Put options by funds: $136M

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

17% less repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 350

Holders
900
Holders Change
-19
Holders Change %
-2.07%
% 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
290
Reduced
350
Closed
84
Calls
$120M
Puts
$136M
Net Calls
-$15.5M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
451
Silvercrest Asset Management
New York
$829K
FNT
452
First National Trust
Pennsylvania
$827K -$2.31K -31 -0.3%
EF
453
Empirical Finance
Pennsylvania
$822K -$93.5K -1,255 -10%
BCI
454
Brinker Capital Investments
Pennsylvania
$819K -$39.6K -531 -5%
OPS
455
Orion Portfolio Solutions
Nebraska
$819K -$39.6K -531 -5%
LA
456
Legacy Advisors
Pennsylvania
$812K -$64.8K -869 -7%
BP
457
Ballentine Partners
Massachusetts
$809K -$176K -2,366 -18%
Lido Advisors
458
Lido Advisors
California
$805K -$35.3K -473 -4%
PAM
459
Panagora Asset Management
Massachusetts
$802K -$264K -3,542 -25%
AFM
460
Abbot Financial Management
Massachusetts
$800K -$7.45K -100 -0.9%
NB
461
Norinchukin Bank
Japan
$793K -$5.07K -68 -0.6%
Group One Trading
462
Group One Trading
Illinois
$786K +$792K +10,628 New
ASN
463
Advisory Services Network
Georgia
$786K -$824K -11,051 -51%
BC
464
Burney Company
Virginia
$785K -$22.5K -302 -3%
CL
465
CSS LLC
Illinois
$785K +$247K +3,320 +46%
SPIA
466
Steward Partners Investment Advisory
New York
$785K +$42.2K +566 +6%
MML Investors Services
467
MML Investors Services
Massachusetts
$784K -$248K -3,326 -24%
MAM
468
Martingale Asset Management
Massachusetts
$757K +$90.7K +1,217 +13%
DAS
469
Diversify Advisory Services
Utah
$757K -$143K -1,924 -16%
HIMC
470
Heritage Investors Management Corp
Maryland
$752K -$13K -175 -2%
Carson Wealth (CWM LLC)
471
Carson Wealth (CWM LLC)
Nebraska
$749K +$275K +3,688 +57%
MCM
472
MAI Capital Management
Ohio
$744K -$101K -1,356 -12%
NIM
473
NEOS Investment Management
Connecticut
$741K +$223K +2,988 +42%
Cambridge Investment Research Advisors
474
Cambridge Investment Research Advisors
Iowa
$741K -$40.7K -546 -5%
LSA
475
Leonteq Securities AG
Switzerland
$740K +$79.6K +1,068 +12%

STT Hedge Fund Activity: Q2 2024 in Review

900 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q2 2024, worth a combined $20.1B — down 3.2% from $20.7B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of STT and 78 opened new positions — a net loss of 6 holders — while 350 trimmed existing stakes and 290 added.

The largest buyer was Goldman Sachs, adding an estimated $154M. The largest seller was Dodge & Cox, cutting an estimated $457M.

  • 900 institutional investors held State Street (STT) as of Q2 2024, down from 919 in Q1 2024.
  • Funds reported $20.1B of State Street stock for Q2 2024, down 3.2% quarter-over-quarter.
  • 78 funds opened new State Street positions in Q2 2024 and 84 closed out, a net change of -6 holders.
  • The largest State Street buyer in Q2 2024 was Goldman Sachs, an estimated $154M added.
  • The largest State Street seller in Q2 2024 was Dodge & Cox, an estimated $457M sold.

Based on aggregated 13F filings for Q2 2024.