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State Street
STT

Overview Fund Activity

895 hedge funds and large institutions have $20.8B invested in State Street in 2023 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 238 increasing their positions, 379 reducing their positions, and 54 closing their positions.

Holders
895
Holders Change
+61
Holders Change %
+7.31%
% of All Funds
13.12%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
127
Increased
238
Reduced
379
Closed
54
Calls
$117M
Puts
$164M
Net Calls
-$47M
Net Calls Change
+$5.06M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$615M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$78.1M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$52M
4
AAMU
4
AEGON Asset Management (UK)
United Kingdom
$45.7M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$121M

Top Sellers

1
Invesco
1
Invesco
Georgia
$603M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.87B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$6.53M
4
BlackRock
4
BlackRock
New York
$1.93B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$376M
Name Market Value Shares Shares
Change 		Shares
Change %
ZF
651
Zhang Financial
Michigan
$252K 3,247 +74 +2%
BMWM
652
Brown Miller Wealth Management
Virginia
$251K 3,243 -392 -11%
TSWM
653
Triangle Securities Wealth Management
North Carolina
$249K 3,210 – –
RFC
654
Regions Financial Corp
Alabama
$249K 3,209 +7 +0.2%
VA
655
Vident Advisory
Georgia
$249K 3,209 +3,209 New
PWM
656
Perigon Wealth Management
California
$247K 3,186 -16 -0.5%
BC
657
Bridgefront Capital
Texas
$246K 3,181 +3,181 New
PTC
658
Private Trust Company
Ohio
$246K 3,179 +18 +0.6%
VH
659
Visionary Horizons
Tennessee
$245K 3,165 +3,165 New
SRL
660
Scientech Research LLC
New Jersey
$242K 3,127 +3,127 New
PWLP
661
Prio Wealth Limited Partnership
Massachusetts
$242K 3,125 +3,125 New
FM
662
Foster & Motley
Ohio
$242K 3,121 +3,121 New
MNBTD
663
Moody National Bank Trust Division
Texas
$242K 3,124 -2,466 -44%
N
664
Numerai
California
$241K 3,113 -24,471 -89%
AEPWM
665
Atlantic Edge Private Wealth Management
Florida
$240K 3,103 +3,103 New
CCFCSB
666
Cape Cod Five Cents Savings Bank
Massachusetts
$238K 3,076 -3,088 -50%
QI
667
Qtron Investments
Massachusetts
$237K 3,063 – –
NRD
668
Nebula Research & Development
New York
$234K 3,024 -3,626 -55%
SGI
669
Summit Global Investments
Utah
$234K 3,016 +3,016 New
PFSC
670
Peoples Financial Services Corp
Pennsylvania
$234K 3,018 – –
CCM
671
Cohen Capital Management
California
$232K 3,000 – –
BWA
672
Burt Wealth Advisors
Maryland
$231K 2,988 – –
CGL
673
Clarius Group LLC
Washington
$231K 2,983 -238 -7%
CT
674
Clearstead Trust
Maine
$231K 2,982 +29 +1%
TBA
675
Tower Bridge Advisors
Pennsylvania
$230K 2,975 +2,975 New
25 26
27
28 29