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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 %
ML
526
McAdam LLC
Pennsylvania
$483K +$1.11K +15 +0.2%
SAG
527
SageView Advisory Group
California
$481K +$481K +6,500 New
JWCA
528
J.W. Cole Advisors
Florida
$480K +$9.1K +123 +2%
Nomura Holdings
529
Nomura Holdings
Japan
$480K -$238K -3,217 -33%
RWM
530
Ritholtz Wealth Management
New York
$479K -$259K -3,495 -35%
ESBC
531
E.S. Barr & Co
Kentucky
$474K +$11.1K +150 +2%
MM
532
MQS Management
New York
$472K -$184K -2,482 -28%
ACA
533
Anchor Capital Advisors
Massachusetts
$462K -$2.81K -38 -0.6%
CC
534
Chicago Capital
Illinois
$462K – – –
LA
535
LVW Advisors
New York
$462K +$72.1K +974 +18%
OC
536
Oppenheimer & Co
New York
$460K -$15K -203 -3%
NDSI
537
Newman Dignan & Sheerar Inc
Rhode Island
$444K -$148 -2 -0%
SCM
538
Stonebridge Capital Management
California
$444K – – –
LCM
539
Logan Capital Management
Pennsylvania
$444K – – –
IIC
540
Ironwood Investment Counsel
Arizona
$440K +$29.7K +402 +7%
HIA
541
Harbor Investment Advisory
Maryland
$438K +$5.33K +72 +1%
PSCM
542
Per Stirling Capital Management
Texas
$434K +$3.48K +47 +0.8%
FCBT
543
First Citizens Bank & Trust
North Carolina
$431K +$4.29K +58 +1%
AC
544
Abbrea Capital
California
$430K – – –
FB
545
Fulton Bank
Pennsylvania
$423K +$30.8K +416 +8%
WPC
546
Wedmont Private Capital
Pennsylvania
$419K -$50K -636 -11%
HOWA
547
Heritage Oak Wealth Advisors
Florida
$419K +$419K +5,667 New
CM
548
Capula Management
Cayman Islands
$418K +$418K +5,644 New
CFG
549
Citizens Financial Group
Rhode Island
$415K +$120K +1,616 +41%
AIS
550
AM Investment Strategies
Tennessee
$413K +$370 +5 +0.1%
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