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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
OTPPB
501
Ontario Teachers' Pension Plan Board
Ontario, Canada
$590K -$697K -9,348 -54%
IPW
502
Impact Partnership Wealth
Georgia
$586K +$105K +1,413 +22%
CANC
503
Culbertson A N & Co
Virginia
$585K -$9.32K -125 -2%
IWC
504
Integrated Wealth Concepts
Massachusetts
$575K +$26.6K +357 +5%
TMAM
505
Tokio Marine Asset Management
Japan
$575K
AC
506
Arjuna Capital
North Carolina
$575K +$5.29K +71 +0.9%
SIA
507
Schechter Investment Advisors
Michigan
$573K -$2.91K -39 -0.5%
IC
508
IEQ Capital
California
$571K +$41.4K +556 +8%
MC
509
Maverick Capital
Texas
$567K +$150K +2,014 +36%
RGC
510
Roberts, Glore & Co
Illinois
$561K
PTC
511
Petrus Trust Company
Texas
$551K +$196K +2,636 +55%
Envestnet Portfolio Solutions
512
Envestnet Portfolio Solutions
Illinois
$549K -$64.7K -868 -10%
AM
513
AGF Management
Ontario, Canada
$535K +$539K +7,227 New
GITFIT
514
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$533K
CI
515
CX Institutional
Indiana
$528K +$1.27K +17 +0.2%
BCM
516
Brookstone Capital Management
Illinois
$526K -$94.8K -1,272 -17%
DG
517
DMC Group
Alabama
$522K -$13.3K -178 -2%
PSC
518
Portman Square Capital
United Kingdom
$521K +$272K +3,646 +107%
BFG
519
Bleakley Financial Group
New Jersey
$518K -$10.1K -135 -2%
SW
520
Simplicity Wealth
New Jersey
$518K -$7.23K -97 -1%
S
521
SignatureFD
Georgia
$512K -$969 -13 -0.2%
KPPF
522
Klein Pavlis & Peasley Financial
California
$511K +$27.9K +374 +6%
VSQM
523
V-Square Quantitative Management
Illinois
$510K -$9.47K -127 -2%
CWA
524
Choice Wealth Advisors
Maine
$500K
BHC
525
Bowen Hanes & Co
Florida
$488K

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.