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State Street
STT

Overview Fund Activity

880 hedge funds and large institutions have $24B invested in State Street in 2022 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 273 increasing their positions, 317 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
880
Holders Change
+55
Holders Change %
+6.67%
% of All Funds
14.2%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
127
Increased
273
Reduced
317
Closed
55
Calls
$136M
Puts
$100M
Net Calls
+$35.6M
Net Calls Change
+$7.05M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$468M
2
Citadel Advisors
2
Citadel Advisors
Florida
$86.9M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$126M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$88.8M
5
IG
5
ING Group
Netherlands
$54.5M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$593M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$626M
3
Bank of America
3
Bank of America
North Carolina
$753M
4
Ameriprise
4
Ameriprise
Minnesota
$865M
5
Boston Partners
5
Boston Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FMAEN1
601
Fund Management at Engine No 1
California
$313K +$39K +503 +14%
RJT
602
Raymond James Trust
Florida
$313K -$20.4K -263 -6%
PAS
603
Park Avenue Securities
New York
$313K +$313K +4,036 New
CS
604
Comerica Securities
Michigan
$312K -$2.97K -38 -0.9%
MM
605
MQS Management
New York
$309K +$309K +3,980 New
QIM
606
Quantitative Investment Management
Virginia
$308K -$493K -6,367 -62%
CCA
607
Checchi Capital Advisers
California
$305K -$3.72K -48 -1%
WTC
608
WhitTier Trust Company
Nevada
$305K +$25.2K +325 +9%
FMWA
609
Forvis Mazars Wealth Advisors
Missouri
$304K – – –
ESB
610
Essex Savings Bank
Connecticut
$302K – – –
FCI
611
Financial Counselors Inc
Kansas
$302K +$10.3K +133 +4%
BPA
612
Beacon Pointe Advisors
California
$298K -$48.9K -630 -14%
SW
613
SteelPeak Wealth
California
$295K – – –
SAI
614
Systematic Alpha Investments
New Jersey
$295K – – –
CCFCSB
615
Cape Cod Five Cents Savings Bank
Massachusetts
$290K -$43.1K -555 -13%
RC
616
Rovin Capital
Arizona
$290K +$8.15K +105 +3%
BFC
617
Blue Fin Capital
Rhode Island
$287K – – –
WP
618
WMS Partners
Maryland
$285K +$1.47K +19 +0.5%
MSFS
619
Main Street Financial Solutions
Pennsylvania
$283K +$24.7K +319 +10%
BMWM
620
Brown Miller Wealth Management
Virginia
$282K – – –
EWA
621
EverSource Wealth Advisors
Alabama
$279K -$30.3K -391 -10%
CG
622
Caprock Group
Idaho
$278K -$34K -435 -11%
AMG
623
Advisors Management Group
Wisconsin
$275K +$4.43K +57 +2%
ECG
624
Edge Capital Group
Georgia
$273K -$73.7K -950 -21%
HCM
625
Howland Capital Management
Massachusetts
$271K +$271K +3,471 New
23 24
25
26 27