STT icon

State Street
STT

Overview Fund Activity

894 hedge funds and large institutions have $20B invested in State Street in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 287 increasing their positions, 349 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
-17
Holders Change %
-1.87%
% of All Funds
13%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
78
Increased
287
Reduced
349
Closed
82
Calls
$120M
Puts
$136M
Net Calls
-$15.5M
Net Calls Change
+$10.3M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$248M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$391M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$330M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$111M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$391M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$956M
2
Ninety One (UK)
2
Ninety One (UK)
United Kingdom
$0
3
Capital International Investors
3
Capital International Investors
California
$408M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$59.8M
5
SG Americas Securities
5
SG Americas Securities
New York
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
651
Cigna Investments
Connecticut
$236K – – –
AEPWM
652
Atlantic Edge Private Wealth Management
Florida
$236K +$6.29K +85 +3%
VFA
653
Voya Financial Advisors
Connecticut
$235K -$1.61K -22 -0.7%
JWS
654
Juncture Wealth Strategies
Arizona
$234K +$234K +3,168 New
DTL
655
Dynamic Technology Lab
Singapore
$234K +$234K +3,159 New
PTC
656
Private Trust Company
Ohio
$234K – – –
PWM
657
Perigon Wealth Management
California
$233K -$8.14K -110 -3%
MWM
658
Modera Wealth Management
New Jersey
$232K +$148 +2 +0.1%
FM
659
Foster & Motley
Ohio
$231K – – –
CIP
660
Capital Insight Partners
Arizona
$230K -$86.3K -1,166 -27%
ANTB
661
AMG National Trust Bank
Colorado
$229K – – –
BWA
662
Burt Wealth Advisors
Maryland
$229K -$22.2K -300 -9%
DTC
663
Davidson Trust Company
Washington
$227K -$2.96K -40 -1%
KPWS
664
Kestra Private Wealth Services
Texas
$226K -$4.81K -65 -2%
CC
665
Centiva Capital
New York
$225K -$53.9K -729 -19%
CT
666
Clearstead Trust
Maine
$224K +$1.92K +26 +0.9%
BSI
667
Bennett Selby Investments
Maine
$223K -$182K -2,462 -45%
SFA
668
Sequoia Financial Advisors
Ohio
$223K +$14.6K +197 +7%
FBC
669
Fairfield, Bush & Co
Connecticut
$223K -$14.8K -200 -6%
CCM
670
Cohen Capital Management
California
$222K – – –
BTI
671
Blue Trust Inc
Georgia
$221K +$23K +297 +12%
Massachusetts Financial Services
672
Massachusetts Financial Services
Massachusetts
$221K -$4.56M -61,563 -95%
BBA
673
Baader Bank Aktiengesellschaft
Germany
$220K +$220K +2,968 New
SWK
674
Stephen W. Kidder
$218K -$44.4K -600 -17%
PT
675
Plimoth Trust
Massachusetts
$218K -$3.7K -50 -2%
25 26
27
28 29