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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 %
LCM
526
Logan Capital Management
Pennsylvania
$465K – – –
WPC
527
Wedmont Private Capital
Pennsylvania
$464K +$392 +5 +0.1%
GIA
528
GHP Investment Advisors
Colorado
$464K -$1.2M -15,434 -72%
HCM
529
Highlander Capital Management
New Jersey
$463K -$15.3K -197 -3%
OWA
530
One Wealth Advisors
California
$461K +$2.03K +26 +0.4%
SSB
531
Sandy Spring Bank
Maryland
$457K -$8.68K -112 -2%
DCM
532
DGS Capital Management
New Jersey
$453K +$16.6K +214 +4%
PSCM
533
Per Stirling Capital Management
Texas
$447K +$4.18K +54 +0.9%
MFA
534
Mayflower Financial Advisors
Massachusetts
$446K -$6.2K -80 -1%
FB
535
Fulton Bank
Pennsylvania
$440K -$852 -11 -0.2%
AIS
536
AM Investment Strategies
Tennessee
$431K +$2.79K +36 +0.7%
GAM
537
Guinness Asset Management
United Kingdom
$430K +$15.3K +197 +4%
WE
538
Wealth Effects
Massachusetts
$430K – – –
VWA
539
VERITY Wealth Advisors
United States
$429K – – –
JF
540
Jump Financial
Illinois
$421K -$1.24M -15,979 -75%
BIC
541
Beach Investment Counsel
Pennsylvania
$420K – – –
SFM
542
Systematic Financial Management
New Jersey
$418K – – –
GWM
543
Greenwich Wealth Management
Connecticut
$418K +$27.8K +358 +7%
SPIA
544
Steward Partners Investment Advisory
New York
$417K +$2.17K +28 +0.5%
CSC
545
Caldwell Sutter Capital
California
$411K – – –
AWM
546
Aries Wealth Management
Maine
$409K – – –
PWP
547
Private Wealth Partners
California
$408K -$2.32K -30 -0.6%
PGFC
548
Peapack-Gladstone Financial Corp
New Jersey
$408K -$17.4K -224 -4%
OAM
549
Ostrum Asset Management
France
$408K -$428K -5,531 -51%
CG
550
Caprock Group
Idaho
$408K +$70.2K +898 +21%
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