STT icon

State Street

911 hedge funds and large institutions have $22.6B invested in State Street in 2024 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 277 increasing their positions, 373 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
+17
Holders Change %
+1.9%
% of All Funds
13.18%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
98
Increased
277
Reduced
373
Closed
74
Calls
$163M
Puts
$202M
Net Calls
-$39.1M
Net Calls Change
-$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
MIS
626
Morningstar Investment Services
Illinois
$328K +$32.1K +364 +11%
ESB
627
Essex Savings Bank
Connecticut
$327K
PCMC
628
Paragon Capital Management (Colorado)
Colorado
$325K +$2.83K +32 +0.9%
CFM
629
Catalyst Funds Management
Australia
$318K +$318K +3,600 New
SFA
630
Sequoia Financial Advisors
Ohio
$314K +$46.8K +529 +18%
NSB
631
Norway Savings Bank
Maine
$312K -$22.1K -250 -7%
DFCM
632
Dark Forest Capital Management
Puerto Rico
$311K +$311K +3,518 New
HCMT
633
Highland Capital Management (Tennessee)
Tennessee
$310K
EDRH
634
Edmond de Rothschild Holding
Switzerland
$310K -$79.4K -897 -20%
MIC
635
Means Investment Company
Maine
$309K
EWA
636
EP Wealth Advisors
California
$308K +$308K +3,480 New
JWS
637
Juncture Wealth Strategies
Arizona
$307K +$26.5K +300 +9%
LSAG
638
Lake Street Advisors Group
New Hampshire
$302K +$8.49K +96 +3%
FFA
639
Farther Finance Advisors
California
$301K +$147K +1,656 +95%
FTWA
640
Fifth Third Wealth Advisors
Ohio
$300K +$3.36K +38 +1%
BFA
641
Beaumont Financial Advisors
Massachusetts
$299K
GIA
642
GHP Investment Advisors
Colorado
$299K -$35.6K -402 -11%
RAM
643
Ramirez Asset Management
New York
$297K +$82.5K +933 +39%
SFI
644
Siemens Fonds Invest
Germany
$296K
SSB
645
Sandy Spring Bank
Maryland
$295K -$1.86K -21 -0.6%
BFC
646
Blue Fin Capital
Rhode Island
$295K
ZF
647
Zhang Financial
Michigan
$287K
BMWM
648
Brown Miller Wealth Management
Virginia
$284K
Two Sigma Advisers
649
Two Sigma Advisers
New York
$283K -$21.7M -245,600 -99%
BFG
650
Beacon Financial Group
Texas
$280K -$30.8K -348 -10%