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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
MRCM
526
M&R Capital Management
New Jersey
$488K -$21.8K -292 -4%
NIM
527
Northeast Investment Management
Massachusetts
$487K -$89.8K -1,205 -15%
CT
528
Chicago Trust
Illinois
$487K -$279K -3,737 -36%
LCWP
529
Legacy Capital Wealth Partners
Arkansas
$484K +$487K +6,540 New
ML
530
McAdam LLC
Pennsylvania
$483K +$1.12K +15 +0.2%
SAG
531
SageView Advisory Group
California
$481K +$484K +6,500 New
JWCA
532
J.W. Cole Advisors
Florida
$480K +$9.17K +123 +2%
Nomura Holdings
533
Nomura Holdings
Japan
$480K -$240K -3,217 -33%
RWM
534
Ritholtz Wealth Management
New York
$479K -$260K -3,495 -35%
ESBC
535
E.S. Barr & Co
Kentucky
$474K +$11.2K +150 +2%
MM
536
MQS Management
New York
$472K -$185K -2,482 -28%
ACA
537
Anchor Capital Advisors
Massachusetts
$462K -$2.83K -38 -0.6%
CC
538
Chicago Capital
Illinois
$462K
LA
539
LVW Advisors
New York
$462K +$72.6K +974 +18%
OC
540
Oppenheimer & Co
New York
$460K -$15.1K -203 -3%
NDSI
541
Newman Dignan & Sheerar Inc
Rhode Island
$444K -$149 -2 -0%
LCM
542
Logan Capital Management
Pennsylvania
$444K
SCM
543
Stonebridge Capital Management
California
$444K
IIC
544
Ironwood Investment Counsel
Arizona
$440K +$30K +402 +7%
HIA
545
Harbor Investment Advisory
Maryland
$438K +$5.37K +72 +1%
PSCM
546
Per Stirling Capital Management
Texas
$434K +$3.5K +47 +0.8%
FCBT
547
First Citizens Bank & Trust
North Carolina
$431K +$4.32K +58 +1%
AC
548
Abbrea Capital
California
$430K
FB
549
Fulton Bank
Pennsylvania
$423K +$31K +416 +8%
WPC
550
Wedmont Private Capital
Pennsylvania
$419K -$47.4K -636 -11%

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.