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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
HOWA
551
Heritage Oak Wealth Advisors
Florida
$419K +$422K +5,667 New
CM
552
Capula Management
Cayman Islands
$418K +$421K +5,644 New
CFG
553
Citizens Financial Group
Rhode Island
$415K +$120K +1,616 +41%
AIS
554
AM Investment Strategies
Tennessee
$413K +$373 +5 +0.1%
WE
555
Wealth Effects
Massachusetts
$411K
VI
556
Vestcor Inc
New Brunswick, Canada
$410K
MFA
557
Mayflower Financial Advisors
Massachusetts
$402K +$820 +11 +0.2%
BIC
558
Beach Investment Counsel
Pennsylvania
$401K
PA
559
Pinnacle Associates
New York
$401K -$58.7K -788 -13%
KOCAA
560
Knights of Columbus Asset Advisors
Connecticut
$400K -$84K -1,127 -17%
SFM
561
Systematic Financial Management
New Jersey
$400K
TFS
562
Thoroughbred Financial Services
Tennessee
$398K +$402K +5,391 New
DEA
563
DoubleLine ETF Adviser
Florida
$396K -$22.7K -305 -5%
OTL
564
Oak Thistle LLC
New York
$393K +$396K +5,310 New
BCM
565
Bayesian Capital Management
New York
$392K -$480K -6,446 -55%
SP
566
Saranac Partners
$392K
AWM
567
Aries Wealth Management
Maine
$391K
MAS
568
Meeder Advisory Services
Ohio
$385K +$89.9K +1,206 +30%
GWM
569
Greenwich Wealth Management
Connecticut
$385K -$20.3K -273 -5%
VWA
570
VERITY Wealth Advisors
United States
$384K
PGFC
571
Peapack-Gladstone Financial Corp
New Jersey
$383K -$8.5K -114 -2%
GAM
572
Guinness Asset Management
United Kingdom
$382K -$32.3K -433 -8%
JMFC
573
J.M. Forbes & Co
Massachusetts
$373K
AIM
574
Aquila Investment Management
New York
$370K
AssetMark Inc
575
AssetMark Inc
California
$369K -$55.4K -743 -13%

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.