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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 %
NSB
576
Norway Savings Bank
Maine
$342K -$3.87K -50 -1%
NIM
577
NEOS Investment Management
Connecticut
$339K +$50.1K +647 +17%
SJL
578
Shayne & Jacobs LLC
Tennessee
$338K – – –
AC
579
AXQ Capital
New Jersey
$333K -$511K -6,600 -61%
CCA
580
Cobblestone Capital Advisors
New York
$332K -$3.87K -50 -1%
LA
581
LVW Advisors
New York
$330K +$330K +4,261 New
PFBT
582
Parkside Financial Bank & Trust
Missouri
$328K -$4.03K -52 -1%
FC
583
FORA Capital
Florida
$327K -$567K -7,316 -63%
EAM
584
Evanson Asset Management
California
$326K -$93K -1,200 -22%
CCA
585
Checchi Capital Advisers
California
$326K +$56.5K +730 +21%
AC
586
Arjuna Capital
North Carolina
$325K -$672K -8,675 -67%
KIA
587
KCM Investment Advisors
California
$324K -$53.3K -688 -14%
HWM
588
HB Wealth Management
Georgia
$323K +$60.3K +779 +23%
EAM
589
Empirical Asset Management
Massachusetts
$321K +$77 +1 +0%
BL
590
BFSG LLC
California
$321K +$3.87K +50 +1%
NRS
591
Neville Rodie & Shaw
New York
$321K – – –
BFG
592
Beacon Financial Group
Texas
$320K -$1.7K -22 -0.5%
CCM
593
Coldstream Capital Management
Washington
$320K +$13.2K +170 +4%
TCOTS
594
Trust Company of the South
North Carolina
$320K +$320K +4,130 New
SSG
595
Summit Securities Group
New York
$318K +$318K +4,100 New
OTL
596
Oak Thistle LLC
New York
$318K +$318K +4,104 New
CRC
597
Curi RMB Capital
Illinois
$318K -$852 -11 -0.3%
PSB
598
Piscataqua Savings Bank
New Hampshire
$317K – – –
MAS
599
Meeder Advisory Services
Ohio
$315K -$21.1K -272 -6%
TAM
600
Trust Asset Management
Texas
$315K – – –
22 23
24
25 26