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State Street

900 hedge funds and large institutions have $20.1B invested in State Street in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 290 increasing their positions, 350 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.16% more ownership

Funds ownership: 88.89%90.05% (+1.2%)

3% less capital invested

Capital invested by funds: $20.7B → $20.1B (-$673M)

7% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 84

2% less funds holding

Funds holding: 919900 (-19)

11% less call options, than puts

Call options by funds: $120M | Put options by funds: $136M

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

17% less repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 350

Holders
900
Holders Change
-19
Holders Change %
-2.07%
% 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
290
Reduced
350
Closed
84
Calls
$120M
Puts
$136M
Net Calls
-$15.5M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
651
Ameritas Investment Partners
Nebraska
$243K -$10.8K -145 -4%
EFS
652
Essex Financial Services
Connecticut
$242K +$232K +3,114 New
ZF
653
Zhang Financial
Michigan
$240K
BMWM
654
Brown Miller Wealth Management
Virginia
$240K
SCA
655
Snowden Capital Advisors
New York
$236K +$1.86K +25 +0.8%
CI
656
Cigna Investments
Connecticut
$236K
AEPWM
657
Atlantic Edge Private Wealth Management
Florida
$236K +$6.33K +85 +3%
VFA
658
Voya Financial Advisors
Connecticut
$235K -$1.64K -22 -0.7%
JWS
659
Juncture Wealth Strategies
Arizona
$234K +$236K +3,168 New
DTL
660
Dynamic Technology Lab
Singapore
$234K +$235K +3,159 New
PTC
661
Private Trust Company
Ohio
$234K
PWM
662
Perigon Wealth Management
California
$233K -$8.2K -110 -3%
MWM
663
Modera Wealth Management
New Jersey
$232K +$149 +2 +0.1%
FM
664
Foster & Motley
Ohio
$231K
CIP
665
Capital Insight Partners
Arizona
$230K -$86.9K -1,166 -27%
ANTB
666
AMG National Trust Bank
Colorado
$229K
BWA
667
Burt Wealth Advisors
Maryland
$229K -$22.4K -300 -9%
DTC
668
Davidson Trust Company
Washington
$227K -$2.98K -40 -1%
KPWS
669
Kestra Private Wealth Services
Texas
$226K -$4.84K -65 -2%
CC
670
Centiva Capital
New York
$225K -$54.3K -729 -19%
CT
671
Clearstead Trust
Maine
$224K +$1.94K +26 +0.9%
BSI
672
Bennett Selby Investments
Maine
$223K -$184K -2,462 -45%
SFA
673
Sequoia Financial Advisors
Ohio
$223K +$14.7K +197 +7%
FBC
674
Fairfield, Bush & Co
Connecticut
$223K -$14.9K -200 -6%
CCM
675
Cohen Capital Management
California
$222K

STT Hedge Fund Activity: Q2 2024 in Review

900 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q2 2024, worth a combined $20.1B — down 3.2% from $20.7B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of STT and 78 opened new positions — a net loss of 6 holders — while 350 trimmed existing stakes and 290 added.

The largest buyer was Goldman Sachs, adding an estimated $154M. The largest seller was Dodge & Cox, cutting an estimated $457M.

  • 900 institutional investors held State Street (STT) as of Q2 2024, down from 919 in Q1 2024.
  • Funds reported $20.1B of State Street stock for Q2 2024, down 3.2% quarter-over-quarter.
  • 78 funds opened new State Street positions in Q2 2024 and 84 closed out, a net change of -6 holders.
  • The largest State Street buyer in Q2 2024 was Goldman Sachs, an estimated $154M added.
  • The largest State Street seller in Q2 2024 was Dodge & Cox, an estimated $457M sold.

Based on aggregated 13F filings for Q2 2024.