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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 %
TFS
551
Thoroughbred Financial Services
Tennessee
$404K +$50.6K +654 +14%
Focus Partners Wealth
552
Focus Partners Wealth
Massachusetts
$401K +$401K +5,176 New
IIC
553
Ironwood Investment Counsel
Arizona
$400K -$14.9K -192 -4%
DEA
554
DoubleLine ETF Adviser
Florida
$396K +$15.6K +202 +4%
FI
555
Fosun International
China
$391K -$194K -2,510 -33%
JMFC
556
J.M. Forbes & Co
Massachusetts
$390K – – –
AIM
557
Aquila Investment Management
New York
$387K -$465K -6,000 -55%
PAG
558
Private Advisor Group
New Jersey
$379K -$118K -1,520 -24%
CIP
559
Capital Insight Partners
Arizona
$378K -$127K -1,645 -25%
TCWM
560
Total Clarity Wealth Management
Illinois
$378K -$18.4K -237 -5%
AIM
561
Aigen Investment Management
New York
$378K -$222K -2,867 -37%
WG
562
Welch Group
Alabama
$376K +$50.3K +650 +15%
RPC
563
Rossmore Private Capital
Connecticut
$369K – – –
NA
564
NewEdge Advisors
Louisiana
$368K -$85.9K -1,149 -19%
SFA
565
Sequoia Financial Advisors
Ohio
$365K +$365K +4,713 New
SFI
566
SPC Financial Inc
Maryland
$364K -$15.5K -200 -4%
DWA
567
Douglass Winthrop Advisors
New York
$360K – – –
FFM
568
Forum Financial Management
Illinois
$359K -$39.4K -508 -10%
CNBT
569
Canandaigua National Bank & Trust
New York
$357K – – –
BL
570
Balentine LLC
Georgia
$353K -$85.9K -1,109 -20%
HI
571
Humankind Investments
New York
$348K -$13.5K -174 -4%
PA
572
Profund Advisors
Maryland
$345K +$65.2K +842 +23%
HI
573
Horizon Investments
North Carolina
$344K -$599K -7,738 -64%
MAM
574
MWA Asset Management
Massachusetts
$344K – – –
DIM
575
Delta Investment Management
California
$343K -$23.2K -299 -6%
21 22
23
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