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State Street

919 hedge funds and large institutions have $22.8B invested in State Street in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 279 increasing their positions, 376 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 75

13% more capital invested

Capital invested by funds: $20.1B → $22.8B (+$2.68B)

2% more funds holding

Funds holding: 900919 (+19)

3.94% less ownership

Funds ownership: 90.05%86.1% (-3.9%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

19% less call options, than puts

Call options by funds: $163M | Put options by funds: $202M

26% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 376

Holders
919
Holders Change
+19
Holders Change %
+2.11%
% of All Funds
13.2%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
100
Increased
279
Reduced
376
Closed
75
Calls
$163M
Puts
$202M
Net Calls
-$39.1M
Net Calls Change
-$23.6M
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
526
J.W. Cole Advisors
Florida
$559K -$13.8K -167 -3%
NDSI
527
Newman Dignan & Sheerar Inc
Rhode Island
$558K
SAG
528
SageView Advisory Group
California
$557K -$16.9K -205 -3%
SHF
529
Safe Harbor Fiduciary
Florida
$556K +$519K +6,289 New
ESBC
530
E.S. Barr & Co
Kentucky
$553K -$12.4K -150 -2%
CC
531
Chicago Capital
Illinois
$552K
ACA
532
Anchor Capital Advisors
Massachusetts
$551K -$1.4K -17 -0.3%
LCWP
533
Legacy Capital Wealth Partners
Arkansas
$548K -$28.7K -348 -5%
BHC
534
Bowen Hanes & Co
Florida
$534K -$46.2K -560 -8%
SCM
535
Stonebridge Capital Management
California
$531K
LCM
536
Logan Capital Management
Pennsylvania
$531K
CLA
537
Carnegie Lake Advisors
New Jersey
$529K +$493K +5,985 New
IIC
538
Ironwood Investment Counsel
Arizona
$527K +$1.07K +13 +0.2%
PSCM
539
Per Stirling Capital Management
Texas
$523K +$3.96K +48 +0.8%
WPC
540
Wedmont Private Capital
Pennsylvania
$519K +$49.1K +595 +11%
HIA
541
Harbor Investment Advisory
Maryland
$518K -$5.44K -66 -1%
NIM
542
Northeast Investment Management
Massachusetts
$516K -$61.8K -750 -11%
CFG
543
Citizens Financial Group
Rhode Island
$512K +$15.2K +184 +3%
FCBT
544
First Citizens Bank & Trust
North Carolina
$512K -$2.89K -35 -0.6%
PP
545
Paloma Partners
Connecticut
$504K -$829K -10,057 -64%
XT
546
XTX Topco
Cayman Islands
$495K -$1.33M -16,096 -74%
AIS
547
AM Investment Strategies
Tennessee
$494K +$330 +4 +0.1%
PP
548
Prudential plc
United Kingdom
$493K -$278K -3,375 -38%
FB
549
Fulton Bank
Pennsylvania
$492K -$13.4K -162 -3%
WE
550
Wealth Effects
Massachusetts
$491K

STT Hedge Fund Activity: Q3 2024 in Review

919 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q3 2024, worth a combined $22.8B — up 13% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new STT positions and 75 closed out — a net gain of 25 holders — while 279 added to existing stakes and 376 trimmed.

The largest buyer was BlackRock, adding an estimated $126M. The largest seller was Dodge & Cox, cutting an estimated $285M.

  • 919 institutional investors held State Street (STT) as of Q3 2024, up from 900 in Q2 2024.
  • Funds reported $22.8B of State Street stock for Q3 2024, up 13% quarter-over-quarter.
  • 100 funds opened new State Street positions in Q3 2024 and 75 closed out, a net change of +25 holders.
  • The largest State Street buyer in Q3 2024 was BlackRock, an estimated $126M added.
  • The largest State Street seller in Q3 2024 was Dodge & Cox, an estimated $285M sold.

Based on aggregated 13F filings for Q3 2024.