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State Street
STT

Overview Fund Activity

911 hedge funds and large institutions have $20.7B invested in State Street in 2024 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 318 increasing their positions, 331 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
+16
Holders Change %
+1.79%
% of All Funds
13.2%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
101
Increased
318
Reduced
331
Closed
77
Calls
$125M
Puts
$151M
Net Calls
-$25.8M
Net Calls Change
+$21.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$230M
2
Franklin Resources
Franklin Resources
California
+$185M
3
Man Group
Man Group
United Kingdom
+$126M
4
Millennium Management
Millennium Management
New York
+$67.7M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$59.9M

Top Sellers

1
LP
Longview Partners
Guernsey
-$544M
2
Morgan Stanley
Morgan Stanley
New York
-$307M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$121M
4
Dodge & Cox
Dodge & Cox
California
-$106M
5
Invesco
Invesco
Georgia
-$62.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
626
Trust Asset Management
Texas
$314K – – –
CCM
627
Coldstream Capital Management
Washington
$314K -$5.72K -74 -2%
NSB
628
Norway Savings Bank
Maine
$313K -$28.6K -370 -8%
FFM
629
Fullerton Fund Management
Singapore
$312K +$312K +4,037 New
DCM
630
DGS Capital Management
New Jersey
$311K -$141K -1,823 -31%
SWRP
631
Summit Wealth & Retirement Planning
California
$311K +$311K +4,022 New
S
632
Sachetta
Massachusetts
$310K – – –
MAS
633
Meeder Advisory Services
Ohio
$309K -$5.1K -66 -2%
AFCM
634
Applied Finance Capital Management
Puerto Rico
$309K – – –
CFG
635
Citizens Financial Group
Rhode Island
$309K +$49.5K +640 +19%
DM
636
Deerfield Management
New York
$307K +$307K +3,967 New
MFIM
637
Mesirow Financial Investment Management
Illinois
$305K +$305K +3,945 New
ESB
638
Essex Savings Bank
Connecticut
$302K – – –
BP
639
BBR Partners
New York
$302K -$2.47K -32 -0.8%
VF
640
Virtu Financial
New York
$300K +$300K +3,876 New
FCI
641
Financial Counselors Inc
Kansas
$299K +$1.24K +16 +0.4%
GIA
642
GHP Investment Advisors
Colorado
$298K -$164K -2,127 -36%
HAS
643
Horizon Advisory Services
New York
$298K +$298K +3,857 New
TSS
644
Two Sigma Securities
New York
$298K +$298K +3,854 New
TAM
645
Tocqueville Asset Management
New York
$297K -$15.9K -206 -5%
EF
646
Empowered Funds
Pennsylvania
$296K +$38.5K +498 +15%
SP
647
Symmetry Partners
Connecticut
$294K +$10.1K +130 +4%
SAI
648
Systematic Alpha Investments
New Jersey
$294K – – –
CC
649
Centiva Capital
New York
$291K +$291K +3,764 New
AMG
650
Advisors Management Group
Wisconsin
$290K -$2.63K -34 -0.9%
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