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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
AWP
601
Ascent Wealth Partners
New York
$313K -$48.4K -650 -13%
DIM
602
Delta Investment Management
California
$312K -$13.6K -183 -4%
EAM
603
Evanson Asset Management
California
$312K
SA
604
SpiderRock Advisors
Delaware
$310K +$313K +4,195 New
MFG
605
Merit Financial Group
Georgia
$310K +$27.8K +373 +10%
NRS
606
Neville Rodie & Shaw
New York
$307K
EAM
607
Empirical Asset Management
Massachusetts
$307K -$149 -2 -0%
TCWM
608
Total Clarity Wealth Management
Illinois
$305K -$61.5K -825 -17%
TCOTS
609
Trust Company of the South
North Carolina
$305K
PWP
610
Private Wealth Partners
California
$302K -$37.3K -500 -11%
PSB
611
Piscataqua Savings Bank
New Hampshire
$301K
TAM
612
Trust Asset Management
Texas
$301K
NP
613
NorthRock Partners
Minnesota
$300K +$29.2K +392 +11%
FFM
614
Fullerton Fund Management
Singapore
$299K
BB
615
Busey Bank
Illinois
$299K -$3.95K -53 -1%
CCM
616
Coldstream Capital Management
Washington
$298K -$2.24K -30 -0.7%
SWRP
617
Summit Wealth & Retirement Planning
California
$298K
MFIM
618
Mesirow Financial Investment Management
Illinois
$292K
DCM
619
DGS Capital Management
New Jersey
$291K -$6.49K -87 -2%
BP
620
BBR Partners
New York
$289K
HAS
621
Horizon Advisory Services
New York
$286K +$522 +7 +0.2%
SAI
622
Systematic Alpha Investments
New Jersey
$281K
SP
623
Symmetry Partners
Connecticut
$281K
PI
624
PEAK6 Investments
Illinois
$280K +$195K +2,614 +225%
GIA
625
GHP Investment Advisors
Colorado
$279K -$6.26K -84 -2%

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.