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State Street

919 hedge funds and large institutions have $22.8B invested in State Street in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 279 increasing their positions, 376 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 75

13% more capital invested

Capital invested by funds: $20.1B → $22.8B (+$2.68B)

2% more funds holding

Funds holding: 900919 (+19)

3.94% less ownership

Funds ownership: 90.05%86.1% (-3.9%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

19% less call options, than puts

Call options by funds: $163M | Put options by funds: $202M

26% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 376

Holders
919
Holders Change
+19
Holders Change %
+2.11%
% of All Funds
13.2%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
100
Increased
279
Reduced
376
Closed
75
Calls
$163M
Puts
$202M
Net Calls
-$39.1M
Net Calls Change
-$23.6M
Name Holding Trade Value Shares
Change
Change in
Stake
JCIA
601
Jackson Creek Investment Advisors
Colorado
$379K +$353K +4,284 New
RWM
602
Ritholtz Wealth Management
New York
$377K -$183K -2,218 -34%
FFM
603
Forum Financial Management
Illinois
$376K -$495 -6 -0.1%
DIM
604
Delta Investment Management
California
$368K -$4.37K -53 -1%
HH
605
Hilltop Holdings
Texas
$367K +$38.9K +472 +13%
NRS
606
Neville Rodie & Shaw
New York
$367K
EAM
607
Empirical Asset Management
Massachusetts
$367K +$82 +1 +0%
MPM
608
MBB Public Markets
Illinois
$366K -$1.47M -17,875 -81%
TCOTS
609
Trust Company of the South
North Carolina
$364K
IWM
610
IHT Wealth Management
Illinois
$364K +$341K +4,141 New
NP
611
NorthRock Partners
Minnesota
$362K +$4.12K +50 +1%
PSB
612
Piscataqua Savings Bank
New Hampshire
$360K
TAM
613
Trust Asset Management
Texas
$360K
BB
614
Busey Bank
Illinois
$359K +$2.06K +25 +0.6%
S
615
Sachetta
Massachusetts
$357K
SWRP
616
Summit Wealth & Retirement Planning
California
$356K
HI
617
Horizon Investments
North Carolina
$355K -$21.3K -258 -6%
EAM
618
Evanson Asset Management
California
$352K -$19.4K -235 -6%
TC
619
TownSquare Capital
Utah
$351K +$327K +3,969 New
SPA
620
Sherbrooke Park Advisers
New York
$350K +$326K +3,956 New
DCM
621
DGS Capital Management
New Jersey
$349K +$742 +9 +0.2%
AC
622
AXQ Capital
New Jersey
$349K -$1.3M -15,724 -80%
BP
623
BBR Partners
New York
$345K
PT
624
Plimoth Trust
Massachusetts
$345K +$78.3K +950 +32%
MFIM
625
Mesirow Financial Investment Management
Illinois
$340K -$8.41K -102 -3%

STT Hedge Fund Activity: Q3 2024 in Review

919 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q3 2024, worth a combined $22.8B — up 13% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new STT positions and 75 closed out — a net gain of 25 holders — while 279 added to existing stakes and 376 trimmed.

The largest buyer was BlackRock, adding an estimated $126M. The largest seller was Dodge & Cox, cutting an estimated $285M.

  • 919 institutional investors held State Street (STT) as of Q3 2024, up from 900 in Q2 2024.
  • Funds reported $22.8B of State Street stock for Q3 2024, up 13% quarter-over-quarter.
  • 100 funds opened new State Street positions in Q3 2024 and 75 closed out, a net change of +25 holders.
  • The largest State Street buyer in Q3 2024 was BlackRock, an estimated $126M added.
  • The largest State Street seller in Q3 2024 was Dodge & Cox, an estimated $285M sold.

Based on aggregated 13F filings for Q3 2024.