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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 %
WE
551
Wealth Effects
Massachusetts
$411K – – –
VI
552
Vestcor Inc
New Brunswick, Canada
$410K – – –
MFA
553
Mayflower Financial Advisors
Massachusetts
$402K +$814 +11 +0.2%
BIC
554
Beach Investment Counsel
Pennsylvania
$401K – – –
PA
555
Pinnacle Associates
New York
$401K -$58.3K -788 -13%
KOCAA
556
Knights of Columbus Asset Advisors
Connecticut
$400K -$83.4K -1,127 -17%
SFM
557
Systematic Financial Management
New Jersey
$400K – – –
TFS
558
Thoroughbred Financial Services
Tennessee
$398K +$398K +5,391 New
DEA
559
DoubleLine ETF Adviser
Florida
$396K -$22.6K -305 -5%
OTL
560
Oak Thistle LLC
New York
$393K +$393K +5,310 New
BCM
561
Bayesian Capital Management
New York
$392K -$477K -6,446 -55%
AWM
562
Aries Wealth Management
Maine
$391K – – –
MAS
563
Meeder Advisory Services
Ohio
$385K +$89.2K +1,206 +30%
GWM
564
Greenwich Wealth Management
Connecticut
$385K -$20.2K -273 -5%
VWA
565
VERITY Wealth Advisors
United States
$384K – – –
PGFC
566
Peapack-Gladstone Financial Corp
New Jersey
$383K -$8.43K -114 -2%
GAM
567
Guinness Asset Management
United Kingdom
$382K -$32K -433 -8%
JMFC
568
J.M. Forbes & Co
Massachusetts
$373K – – –
AIM
569
Aquila Investment Management
New York
$370K – – –
AssetMark Inc
570
AssetMark Inc
California
$369K -$55K -743 -13%
VA
571
Vident Advisory
Georgia
$366K +$366K +4,949 New
OAM
572
Ostrum Asset Management
France
$361K -$28.1K -380 -7%
SC
573
Syon Capital
California
$361K +$6.59K +89 +2%
RZH
574
Relyea Zuckerberg Hanson
Connecticut
$359K +$120K +1,616 +50%
NA
575
NewEdge Advisors
Louisiana
$357K +$22.9K +309 +7%
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