STT icon

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 %
PCMC
651
Paragon Capital Management (Colorado)
Colorado
$232K +$232K +2,993 New
BWA
652
Burt Wealth Advisors
Maryland
$232K +$232K +2,988 New
AFCM
653
Applied Finance Capital Management
Puerto Rico
$231K +$231K +2,983 New
Lazard Asset Management
654
Lazard Asset Management
New York
$231K +$169K +2,191 +272%
SCP
655
Shorepoint Capital Partners
Massachusetts
$227K +$227K +2,921 New
SWP
656
Stratos Wealth Partners
Ohio
$226K +$226K +2,908 New
CT
657
Clearstead Trust
Maine
$224K +$2.02K +26 +0.9%
SWK
658
Stephen W. Kidder
$223K +$223K +2,875 New
IWC
659
Integrated Wealth Concepts
Massachusetts
$219K +$219K +2,817 New
FA
660
Financial Advisors
Massachusetts
$219K +$219K +2,820 New
JIC
661
Johnson Investment Counsel
Ohio
$217K +$217K +2,800 New
MSA
662
Marino Stram & Associates
Massachusetts
$214K +$214K +2,759 New
PWPS
663
Pinnacle Wealth Planning Services
Ohio
$214K +$214K +2,757 New
LWAC
664
Laurel Wealth Advisors (California)
California
$213K +$213K +2,749 New
Squarepoint
665
Squarepoint
New York
$213K -$1.01M -12,986 -83%
BF
666
BOK Financial
Oklahoma
$211K +$211K +2,722 New
RG
667
Rathbones Group
United Kingdom
$211K +$211K +2,390 New
PWM
668
Peterson Wealth Management
Nevada
$210K +$210K +2,709 New
MWM
669
Modera Wealth Management
New Jersey
$209K +$209K +2,689 New
Walleye Trading
670
Walleye Trading
New York
$207K +$207K +2,671 New
PTC
671
Philadelphia Trust Company
Pennsylvania
$206K +$206K +2,650 New
CK
672
Cohen Klingenstein
New York
$206K +$206K +2,650 New
GIA
673
Gateway Investment Advisers
Ohio
$205K +$205K +2,637 New
FM
674
Foster & Motley
Ohio
$203K -$164K -2,113 -45%
SC
675
Savant Capital
Illinois
$202K +$202K +2,609 New
25 26
27
28 29