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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.

New
Increased
Maintained
Reduced
Closed
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
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$121M
5
MC
5
Metropolis Capital
United Kingdom
$268M

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 Holding Trade Value Shares
Change 		Shares
Change %
CWA
501
Choice Wealth Advisors
Maine
$523K – – –
SIA
502
Schechter Investment Advisors
Michigan
$523K -$21.9K -283 -4%
NW
503
NewEdge Wealth
Pennsylvania
$522K +$522K +6,734 New
GITFIT
504
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$519K – – –
TI
505
Tidal Investments
Wisconsin
$518K +$27K +348 +5%
BHC
506
Bowen Hanes & Co
Florida
$511K -$269K -3,475 -34%
KAS
507
Kestra Advisory Services
Texas
$511K +$31.2K +403 +7%
JIC
508
Johnson Investment Counsel
Ohio
$510K -$93K -1,200 -15%
ML
509
McAdam LLC
Pennsylvania
$500K -$11K -142 -2%
ACA
510
Anchor Capital Advisors
Massachusetts
$496K -$1.94K -25 -0.4%
JWCA
511
J.W. Cole Advisors
Florida
$493K +$155 +2 +0%
BCM
512
Brookstone Capital Management
Illinois
$489K -$80.3K -1,037 -14%
OC
513
Oppenheimer & Co
New York
$487K – – –
Carson Wealth (CWM LLC)
514
Carson Wealth (CWM LLC)
Nebraska
$486K +$27.7K +358 +6%
ESBC
515
E.S. Barr & Co
Kentucky
$484K +$484K +6,250 New
CC
516
Chicago Capital
Illinois
$484K – – –
GS
517
GTS Securities
New York
$484K +$215K +2,781 +80%
Nomura Holdings
518
Nomura Holdings
Japan
$482K +$482K +6,222 New
BRWA
519
B. Riley Wealth Advisors
Florida
$480K +$43.7K +559 +10%
SAG
520
SageView Advisory Group
California
$479K +$479K +6,405 New
TBNY
521
Trustco Bank (New York)
New York
$477K – – –
PA
522
Pinnacle Associates
New York
$474K +$91.9K +1,187 +24%
HIA
523
Harbor Investment Advisory
Maryland
$468K +$3.18K +41 +0.7%
SCM
524
Stonebridge Capital Management
California
$465K – – –
NDSI
525
Newman Dignan & Sheerar Inc
Rhode Island
$465K – – –
19 20
21
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