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State Street

919 hedge funds and large institutions have $22.8B invested in State Street in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 279 increasing their positions, 376 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 75

13% more capital invested

Capital invested by funds: $20.1B → $22.8B (+$2.68B)

2% more funds holding

Funds holding: 900919 (+19)

3.94% less ownership

Funds ownership: 90.05%86.1% (-3.9%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

19% less call options, than puts

Call options by funds: $163M | Put options by funds: $202M

26% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 376

Holders
919
Holders Change
+19
Holders Change %
+2.11%
% of All Funds
13.2%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
100
Increased
279
Reduced
376
Closed
75
Calls
$163M
Puts
$202M
Net Calls
-$39.1M
Net Calls Change
-$23.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
451
Lido Advisors
California
$959K -$3.22K -39 -0.4%
CANY
452
Caxton Associates (New York)
New York
$956K -$173K -2,100 -16%
BMCM
453
Bryn Mawr Capital Management
Pennsylvania
$954K -$86.1K -1,044 -9%
FTDI
454
First Trust Direct Indexing
Massachusetts
$952K +$129K +1,566 +17%
Assenagon Asset Management
455
Assenagon Asset Management
Luxembourg
$943K +$78.7K +954 +10%
VCA
456
Verdence Capital Advisors
Maryland
$939K -$107K -1,301 -11%
LA
457
Legacy Advisors
Pennsylvania
$939K -$29.3K -355 -3%
BC
458
Burney Company
Virginia
$924K -$13.7K -166 -2%
UCFA
459
United Capital Financial Advisors
Texas
$919K -$195K -2,364 -19%
KAS
460
Kestra Advisory Services
Texas
$917K +$11K +133 +1%
MYAM
461
Meiji Yasuda Asset Management
Japan
$904K -$179K -2,173 -18%
AFM
462
Abbot Financial Management
Massachusetts
$903K -$49.5K -600 -6%
SAM
463
Silvercrest Asset Management
New York
$902K -$82.5K -1,000 -9%
PAM
464
Panagora Asset Management
Massachusetts
$898K -$56.7K -688 -6%
AWM
465
Apollon Wealth Management
South Carolina
$877K +$19.9K +241 +2%
NEI
466
Northwest & Ethical Investments
Ontario, Canada
$863K -$169K -2,048 -17%
AFCM
467
Applied Finance Capital Management
Puerto Rico
$862K -$249K -3,014 -24%
RF
468
Robbins Farley
New Hampshire
$858K -$165K -2,000 -17%
Cambridge Investment Research Advisors
469
Cambridge Investment Research Advisors
Iowa
$856K -$28.2K -342 -3%
Focus Partners Wealth
470
Focus Partners Wealth
Massachusetts
$855K -$6.53M -79,157 -89%
MGP
471
Metis Global Partners
California
$848K +$4.62K +56 +0.6%
DA
472
Denali Advisors
California
$843K +$786K +9,531 New
SYBT
473
Stock Yards Bank & Trust
Kentucky
$843K -$145K -1,762 -16%
NMIMC
474
Northwestern Mutual Investment Management Company
Wisconsin
$837K -$10.1K -123 -1%
CIBC Private Wealth Group
475
CIBC Private Wealth Group
Georgia
$824K +$35.7K +433 +5%

STT Hedge Fund Activity: Q3 2024 in Review

919 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q3 2024, worth a combined $22.8B — up 13% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new STT positions and 75 closed out — a net gain of 25 holders — while 279 added to existing stakes and 376 trimmed.

The largest buyer was BlackRock, adding an estimated $126M. The largest seller was Dodge & Cox, cutting an estimated $285M.

  • 919 institutional investors held State Street (STT) as of Q3 2024, up from 900 in Q2 2024.
  • Funds reported $22.8B of State Street stock for Q3 2024, up 13% quarter-over-quarter.
  • 100 funds opened new State Street positions in Q3 2024 and 75 closed out, a net change of +25 holders.
  • The largest State Street buyer in Q3 2024 was BlackRock, an estimated $126M added.
  • The largest State Street seller in Q3 2024 was Dodge & Cox, an estimated $285M sold.

Based on aggregated 13F filings for Q3 2024.