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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 %
TMAM
501
Tokio Marine Asset Management
Japan
$575K – – –
AC
502
Arjuna Capital
North Carolina
$575K +$5.25K +71 +0.9%
SIA
503
Schechter Investment Advisors
Michigan
$573K -$2.89K -39 -0.5%
IC
504
IEQ Capital
California
$571K +$41.1K +556 +8%
MC
505
Maverick Capital
Texas
$567K +$149K +2,014 +36%
RGC
506
Roberts, Glore & Co
Illinois
$561K – – –
PTC
507
Petrus Trust Company
Texas
$551K +$195K +2,636 +55%
Envestnet Portfolio Solutions
508
Envestnet Portfolio Solutions
Illinois
$549K -$64.2K -868 -10%
AM
509
AGF Management
Ontario, Canada
$535K +$535K +7,227 New
GITFIT
510
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$533K – – –
CI
511
CX Institutional
Indiana
$528K +$1.26K +17 +0.2%
BCM
512
Brookstone Capital Management
Illinois
$526K -$109K -1,272 -17%
DG
513
DMC Group
Alabama
$522K -$13.2K -178 -2%
PSC
514
Portman Square Capital
United Kingdom
$521K +$270K +3,646 +107%
BFG
515
Bleakley Financial Group
New Jersey
$518K -$9.99K -135 -2%
SW
516
Simplicity Wealth
New Jersey
$518K -$7.18K -97 -1%
S
517
SignatureFD
Georgia
$512K -$962 -13 -0.2%
KPPF
518
Klein Pavlis & Peasley Financial
California
$511K +$27.7K +374 +6%
VSQM
519
V-Square Quantitative Management
Illinois
$510K -$9.4K -127 -2%
CWA
520
Choice Wealth Advisors
Maine
$500K – – –
BHC
521
Bowen Hanes & Co
Florida
$488K – – –
MRCM
522
M&R Capital Management
New Jersey
$488K -$21.6K -292 -4%
NIM
523
Northeast Investment Management
Massachusetts
$487K -$89.2K -1,205 -15%
CT
524
Chicago Trust
Illinois
$487K -$277K -3,737 -36%
LCWP
525
Legacy Capital Wealth Partners
Arkansas
$484K +$484K +6,540 New
19 20
21
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